
Yaron Naymark on IWG's value case
Yet Another Value Podcast
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I WG - Is WeWork Going Bankrupt?
WeWork has a ton of debt. Even though negative, they're burning cash. They're trying to just survive. I WG is consolidating their market share and their management contract. And if they don't survive and they go bankrupt, the bankruptcy process will probably be a year or two years. So I think either way, you have this window right now where all these jump balls are coming to market and I WG, I think is again, a good position to get its fair share.
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