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#126 - WeWork Deep Dive, Business Ideas, Links

QUOTE OF THE WEEK


"Perhaps it is one secret of their [bankers'] power that, having studied the fluctuations of prices, they know that history is inflationary, and that money is the last thing a wise man will hoard." - Will and Ariel Durant, The Lessons of History



FOOD FOR THOUGHT


WeWork - Deep Dive Pt. II


This week, I published a piece I've been working on with Capital Technologies' Quant Team and my friend Neil O'Donnell where we explore and speculate on WeWork's current financial outlook and what it might take to salvage the business. Give it a read if you're interested in the WeWork saga, the business of real estate, and a case study on how not to allocate capital!


Interesting Business Ideas


I've started asking a new question during the final section of my podcast that has yielded several interesting answers. The question is "What business doesn't exist, but needs to?"


This week, I wanted to share two answers in particular that I thought were amazing, and that deserve some attention from the entrepreneurs out there:


1) Arbitration for online small business reviews (via Trish Higgins, upcoming episode)


Problem: small businesses don't have a lot of control over how they are portrayed online besides simply trying to perform their service or deliver their products as effectively as possible. After the ball leaves their court per se, they have no control over what their customers can or can't say online. According to Trish, her portfolio companies have been wrongly accused of bad service or bad products, and even outright blackmailed by customers who just wanted their money back - 'or else they'd leave a terrible review.' This is a large problem for small businesses who have neither 1) the time or 2) the money to pay someone to arbitrate customer disputes all day. At some point, it just makes sense to refund the money to keep brand equity in tact and avoid negative reviews, but this doesn't see