Yaron Naymark reflects on six years at 1 Main Capital, discussing lessons learned, an investment idea in Dental Corp, and the challenges faced by one-man shop managers. They explore portfolio allocation, daily process and time management, evolving investment ideas, and analyzing debt structures. They also touch on the stability of the dental industry, investment strategy, top investments, and express optimism for the future.

1 Main Capital's Yaron Naymark discusses the $IWG.L thesis, CEO's share sell-off, franchise revenue margins, impact of WeWork bankruptcy, competitive landscape, worries about management franchise hitting a wall, US listing potential, and future catalysts for 2024-25.