Yaron Naymark, Founder of 1 Main Capital, is back for the fifth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG), and how he overcomes the general investor skepticism associated with the company.
For more information about Yaron Naymark and 1 Main Capital, please visit: https://www.1maincapital.com/
Yaron's original YAVP appearance talking $IWG.L: https://www.youtube.com/watch?v=QmVjVOoG6Sc
Yaron's last YAVP appearance talking $IWG.L (June 2024): https://www.youtube.com/watch?v=FkZng2PSdxM
Chapters:
[0:00] Introduction + Episode sponsor: Daloopa
[1:31] Overview of $IWG.L and why it's interesting to Yaron
[10:36] Valuation
[13:42] Franchisees happiness levels with IWG / IWG's "secret sauce"; competitive advantage
[21:44] Funding is an obstacle? / RevPAR
[33:00] Overcoming general investor skepticism
[44:36] Recent transactions in the IWG (shared space) industry, and what that means for IWG valuation / why doesn't Regis own WeWork right now
[53:15] Valuation
[57:02] What the most likely reason Yaron thinks the thesis doesn't play out / final thoughts
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