Show notes
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!******************************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/chitchatmoneyContact us: [email protected]TimestampsCompany 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.