AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Yaron Naymark on IWG's value case
Yet Another Value Podcast
I WG and WeWork
I WG, even with the decrease from post COVID growing all the sorts of profitable versus WeWork is just incinerating money. So in 20, so basically there was a lag from the pandemic to when these guys saw even see take a hit because they still have one year contracts for the bunch of their money. And but the 2021 80 million of EBITDA, I don't even know what we've worked it, but they probably burned that $500 million forget the exact number,. They burned a lot. But even, even then, like you look at their investor debt and they show you by cohorts based on occupancy, what the building level margins are. Where they have buildings
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode