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Yaron Naymark on IWG's value case
Yet Another Value Podcast
Q3 EBITDA, Q4 Operating Leverage
I think, you know, on the Q three call, they said that September was 30 million a month of EBITDA for the whole business. And so if you just apply that to I W G, right, they September was even that. In October, November, December saw continued occupancy gains. So there's a big difference between being mid 70s and mid 80s, the operating leverage is massive. You probably think occupancy keeps ticking up into the mid 80s at some point in 2023. Right now, the whole business is doing 400 like we said on a run rate basis. We work also set on their call, the occupancy continued to take up or not occupancy, but
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