My guest is Simon Caufield. Simon founded a software business that he sold and became a full-time investor. He has been coming to my conference (cyprusvalueinvestor.com) since inception and I greatly respect him. He has presented exceptional ideas over the years. You can reach out to him via LinkedIn.
We discussed International Workspace Group (IWG) with is listed in the UK at the moment but investors can expect a US listing (under discussion) as they have switched their reporting from GBP to USD, and have spoken about switching to US GAAP. An increase in liquidity could help the valuation. More importantly, the transition from their traditional model to a managed & franchised model could result in a re-rating. The stock is trading at a severe discount to deals discussed over the years for the company. That alone makes this a pretty interesting topic.
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