Yet Another Value Podcast

Yaron Naymark on IWG's value case

Feb 27, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
IWG Is the Market Leader in Flexible Hybrid Workspaces
02:03 • 4min
3
Is There a Market for Real Estate Management?
06:24 • 4min
4
Do You Know Where You're Getting Your First Shares?
10:09 • 3min
5
CBD Central Business
12:59 • 4min
6
Flex Is the Next Big Thing in the Offshore Space
16:34 • 3min
7
Why Can't the Landlords Just Do It Theirself?
19:50 • 6min
8
The Office Building Game Is a Completely Different Business
25:39 • 2min
9
We Work Versus We Work?
27:45 • 4min
10
We Work Blue $15 Billion, Right?
32:09 • 2min
11
I WG - Is WeWork Going Bankrupt?
33:47 • 2min
12
I WG and WeWork
35:56 • 2min
13
IWG's a Dot-Com Darling, Right?
38:25 • 2min
14
Q3 EBITDA, Q4 Operating Leverage
40:09 • 6min
15
I'm Just Imagining, Hey, We Got to Book Our Flex Space?
45:49 • 4min
16
Cap Light
49:44 • 3min
17
What's the Biggest Bear Case?
52:24 • 3min
18
Is There Ever Really Going to Be a Pot of Gold at the End of the Rainbow?
55:13 • 2min
19
The Pandemic Is Over, Is It Over?
56:51 • 3min
20
COVID - What Kind of Risks Keep You Up at Night With IWG?
59:53 • 3min
21
How to Pay Off Debt Coming Due?
01:02:41 • 2min
22
CBC Bid 1.5 Billion Pounds in 2019
01:05:10 • 3min
23
I W G - The Hottest Flex Market We've Ever Seen?
01:08:03 • 2min
24
I W G - Is Instant Owned by an Instant?
01:10:14 • 2min
25
IFRS 16 Accounting
01:12:22 • 4min
26
I W G
01:16:47 • 3min