Category: IWG

Renting some space in $IWG $IWGFF

Posted On April 27, 2020
This article is quite long. The bottom line is I think IWG (LSE listed: IWG; disclosure: long) is extremely cheap and, while near term results will be poor, they're likely to emerge from the current environment stronger. Below is a three bullet summary of the investment thesis

Some things and ideas: September 2019

Posted On September 30, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]