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Yaron Naymark on IWG's value case
Yet Another Value Podcast
Cap Light
I don't know why you would sell this asset on eBay that it's super depressed like we spoke about, right? Center level margins used to be closer 30. They're now 20. A buyer is not going to pay you for that 30 until they see you get back there. I think you wait. And to your point, you can spin them off down the line. You could sell them down the line with the financial engineering things you could do to take advantage of it if they exist. If not, I think they generate cash. Why would you sell them for less than the present value of the cash they could generate over time just to transform yourself more quickly into a cap light business
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