WeWork SPAC DCF And Scenario Analysis
Our base DCF model implied a $3.5B valuation for WeWork. Sacra members get access to our full analysis of the $9B WeWork SPAC, including DCF and...
97 Views
WeWork Financials, DCF, And Dataset
Our base DCF model implies a 2021 forward equity value of $3.5B for WeWork. Sacra members get access to full WeWork financials, discounted cash...
86 Views
WeWork: How The $3.5B Flex Space Giant Is Engineering A Comeback
WeWork is a flexible office space provider that competes with Regus. Our base DCF model implies a 2021 forward equity value of $3.5B for WeWork.
88 Views
WeWork Scenario Analysis, Risks, And Funding History
Our base DCF model implies a 2021 forward equity value of $3.5B for WeWork. Sacra members get access to scenario analysis, unit economics, and 5...
88 Views
Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
1.1k Views