Yaron Naymark on IWG's value case
Yet Another Value Podcast
Do You Know Where You're Getting Your First Shares?
I do think now is such an interesting time for I WG because as we'll probably mention it. They're doing this transition and Q four was almost where they were saying I'm pulling the numbers off my heads, but they had done like, I think 120 of the managed locations through the first three quarters of 2022. We'll see if they're actually getting to the leverage. There are flexes like kind of the trend and maybe they can help with that. But you know, if New York office space is 60% utilized right now, there's going to be a lot of vacant offices.
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