Search


	Podcast:		Yet Another Value Podcast
	Episode:		Swen Lorenz from Undervalued-Shares on $IWG
	Category:		Business
	Duration:		00:47:53
	Publish Date:		2022-04-04 13:00:00
	Description:		Swen Lorenz, founder of https://www.undervalued-shares.com, discusses his thesis on IWG. IWG owns a variety of co-working brands that compete with WeWork, and Swen believes IWG's scale, cheap valuation, and variety of catalysts makes them a terrific value investment. Note: We had some connectivity issues on Swen's side during the podcast; I tried to edit the best I could but ultimately it was either release as is or not at all! Hopefully it's not too much of a bother! My IWG Notes: https://twitter.com/AndrewRangeley/status/1509521982953558024?s=20&t=qUBbtL3_y1G8geiQ4tIFdA Chapters 0:00 Intro 1:15 IWG Overview 3:00 IWG versus WeWork 6:00 IWG's scale 11:00 How valuable is a network for co-work spaces? 16:20 Why does IWG's multi-brand model make more sense than WeWork's one brand? 18:55 IWG's burgeoning franchise model 25:20 The recovery from COVID 29:00 IWG's pandemic performance 33:00 IWG's growth plans 36:00 IWG's tech acquisition and spin off plans 41:30 Why has IWG been hit so much harder than office-space peers?
	Total Play:		0