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So what does it really mean for work from home stocks? Will valuations finally come down?

by xwdv 6y ago

Avalaxy 6y ago
They already did last week.
- xwdv 6y ago
  They could still drop more.
chrisseaton 6y ago
Why do you think companies will want people back in the office? Many have switched to work from home permanently, and the vast majority of workers won't want to go back either after having experienced it.
- snazz 6y ago
  > the vast majority of workers won't want to go back either after having experienced it. I'm not sure how to qualify this statement without trading anecdotes. What kind of data do you have to back up this claim?
  - deleted 6y ago
    [deleted]
  - hndsj21 6y ago
    Maybe a good gauge is to look at studies that examine people's dislike of commuting. Google shows several results on this. For some anecdata, our 5000 person software company held a survey early in the year and 30% said they wanted to be remote. Then the company shaped policies around that to allow remote work in the future. When the time came for people to proactively request to be remote, it turned out to be around 50% (and I assume that will rise as people figure out what they want, where they want to be, how life is during non pandemic shutdowns etc.). I think what it ultimately comes down to is a significant number of people will want to continue to be remote; it's not just a few people.
- bluGill 6y ago
  My company has always stated back to the office was the goal. Working from home is useful, but talking to real humans in person is also useful
- peteretep 6y ago
  > Why do you think companies will want people back in the office? I know more than one person running 100+ people offices who can’t wait to get everyone back into the office. Interesting to see where this ends up
throw51319 6y ago
I bet every company will go to a hybrid style setup. Thus requiring less physical space... so corporate RE still down. WFH companies like what? There's really no secret sauce in any of them, doubt their values go up that much.

So what does it really mean for work from home stocks? Will valuations finally come down?

by xwdv 6y ago

So what does it really mean for work from home stocks? Will valuations finally come down?

Avalaxy 6y ago

They already did last week.

xwdv 6y ago
They could still drop more.

chrisseaton 6y ago

Why do you think companies will want people back in the office? Many have switched to work from home permanently, and the vast majority of workers won't want to go back either after having experienced it.

snazz 6y ago
> the vast majority of workers won't want to go back either after having experienced it. I'm not sure how to qualify this statement without trading anecdotes. What kind of data do you have to back up this claim?
- deleted 6y ago
  [deleted]
- hndsj21 6y ago
  Maybe a good gauge is to look at studies that examine people's dislike of commuting. Google shows several results on this. For some anecdata, our 5000 person software company held a survey early in the year and 30% said they wanted to be remote. Then the company shaped policies around that to allow remote work in the future. When the time came for people to proactively request to be remote, it turned out to be around 50% (and I assume that will rise as people figure out what they want, where they want to be, how life is during non pandemic shutdowns etc.). I think what it ultimately comes down to is a significant number of people will want to continue to be remote; it's not just a few people.
bluGill 6y ago
My company has always stated back to the office was the goal. Working from home is useful, but talking to real humans in person is also useful
peteretep 6y ago
> Why do you think companies will want people back in the office? I know more than one person running 100+ people offices who can’t wait to get everyone back into the office. Interesting to see where this ends up

throw51319 6y ago

I bet every company will go to a hybrid style setup. Thus requiring less physical space... so corporate RE still down. WFH companies like what? There's really no secret sauce in any of them, doubt their values go up that much.