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Yaron Naymark on IWG's value case
Yet Another Value Podcast
What's the Biggest Bear Case?
I think we've laid out a really nice bull case. We've covered a lot of the things. There is a interesting event angle here, but I'll kind of save that chair on top for the end. But I do want to talk bear case real quick. I can think of two in particular. The first one was you just talked about they sold their Japanese business in 2018 or 2019 for a really nice multiple. That included another piece in Asia. And earlier this year, I believe the person, the franchisee, they sold it to sold that business to a different person and sold another low, another piece of the business back to IWG. It wasn't back to I
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