PERSON DIRECTORY
Yaron Naymark
Yaron Naymark appears in 2 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
Limbach’s roughly 75% peak drawdown reflects a credibility discount after EBITDA guidance fell from $90M to $80M.Yaron Naymark cites 5-6x EBITDA M&A, a clean balance sheet and Simcore’s $30M data-center entry, but H2 EBITDA growth, margin improvement and backlog economics remain to be proven against the unused $50M buyback.
1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
IWG trades at roughly 7x Yaron Naymark’s $300M 2025 free-cash-flow estimate, while 15% landlord-funded management fees could move from almost zero EBITDA to hundreds of millions in 2025 and 2026.CBRE’s $800M Industrious deal supports the valuation gap, but Naymark’s 40% managed-location revenue haircut leaves recession, slow filling, and landlord satisfaction as key tests.