1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L
Yaron Naymark, Founder of 1 Main Capital, is back for the fourth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG).
For more information about Yaron Naymark and 1 Main Capital, please visit: https://www.1maincapital.com/
Yaron's original YAVP …
1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
Yaron Naymark, Founder of 1 Main Capital, is back for the fifth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG), and how he overcomes the general investor skepticism associated with the company.
For more information about Yaron Naymark and 1 …
IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions
Yaron Naymark of 1 Main Capital presented his investment thesis on International Workplace Group (UK: IWG) at Best Ideas 2023.
RCI Hospitality: Well-Run Operator With Reinvestment Opportunities
Yaron Naymark of 1 Main Capital presented his in-depth investment thesis on RCI Hospitality (US: RICK) at Best Ideas 2021.
IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions
Yaron Naymark of 1 Main Capital presented his investment thesis on International Workplace Group (UK: IWG) at Best Ideas 2023.
RCI Hospitality: Well-Run Operator With Reinvestment Opportunities
Yaron Naymark of 1 Main Capital presented his in-depth investment thesis on RCI Hospitality (US: RICK) at Best Ideas 2021.
How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital
This episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
Over the last 8 years, Yaron Naymark, founder and managing partner of 1 Main Capital, has patiently grown his concentrated long-biased hedge fund by outperforming ma…
How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital
This episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
Over the last 8 years, Yaron Naymark, founder and managing partner of 1 Main Capital, has patiently grown his concentrated long-biased hedge fund by outperforming ma…
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
Limbach spent three years turning itself from a general contractor into an owner direct services business, and the market loved it right up until this summer. Then organic revenue went down mid single digits, EBITDA fell 30%, guidance came down from $90m to $80m, and the stock lost half its value. …
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
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