Re:WeWork CEO gives back $5.9M from 'We' trademark after cri...
by aresant on Wednesday September 04, 2019 @04:16PM
(#20880974)
It's one of two things:
1) That the consensus is wrong and this is an amazing, misunderstood business. Stratechery has the most balanced view IMO of this possibility - https://stratechery.com/company/wework/ - in this case you will likely be able to value buy the stock and hold for long term gain.
2) That the bankers selling to retail & institutional investors have a giant, incumbent incentive tied to IPO fees, debt origination fees, and of course actual debt repayment. As a result they are going to sell the WeWork stock and because what's good for the goose is good for the gander. If this is the accurate case WeWork will likely achieve their IPO guidance and be a good long term short.
1) That the consensus is wrong and this is an amazing, misunderstood business. Stratechery has the most balanced view IMO of this possibility - https://stratechery.com/company/wework/ - in this case you will likely be able to value buy the stock and hold for long term gain.
2) That the bankers selling to retail & institutional investors have a giant, incumbent incentive tied to IPO fees, debt origination fees, and of course actual debt repayment. As a result they are going to sell the WeWork stock and because what's good for the goose is good for the gander. If this is the accurate case WeWork will likely achieve their IPO guidance and be a good long term short.