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Interesting, didn't short it? I see that you're an operator of a fintech info/news company? What sort of analysis did you do on WeWork?

P.S. Is the about link in your profile correct? https://finsight.com/about/our-products seems to 404.

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In full transparency I didn’t do much analysis. At $5 it was trading at 1-2x revenue growing at 20% in a horrible market with a great operator. The issue is too maturities and running out of cash.

Thank you for the note on the link, updated it.

Ah. What made WeWork a great operator?

They provide an excellent, consistent service at global scale that no competitor even comes close to matching. They are a fantastic operator from the customer’s vantage point.

What is the public data about the cost of this and its sustainability as a business? Seems like a facade if unsustainable...

I would agree that its not sustainable. I only refer to the value the customer receives.

Ah, understood!

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