Listen "WeWork (Ticker: WE) Not So Deep Dive"
Episode Synopsis
WeWork (WE) provides flexible office space solutions, but it has faced significant financial and corporate governance challenges in the past, raising questions about its long-term sustainability and growth prospects. At the end of the month, we will publish an Arch Capital episode that will cover the company: Coupang. Listen closely as Brett and Ryan go through the history, financials, and future prospects of WeWork. Enjoy the show!
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Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
Timestamps
Company Background | (2:48)
Industry | (18:33)
Management & Ownership | (23:48)
Earnings | (26:19)
Balance Sheet | (31:14)
Valuation | (35:23)
Our Analysis | (39:10)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
******************************
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: [email protected]
Timestamps
Company Background | (2:48)
Industry | (18:33)
Management & Ownership | (23:48)
Earnings | (26:19)
Balance Sheet | (31:14)
Valuation | (35:23)
Our Analysis | (39:10)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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