• WeWork-ing IWG's Valuation https://valuesits.substack.com/p/wework-ing-iwgs-valuation 2 comments 26/10/2021 securityanalysis
• Sand - A Looming Shortage of Commercial Silica and an Interesting Equity Situation on the Theme https://valuesits.substack.com/p/sand-sand-everywhere 3 comments 9/9/2021 securityanalysis