[rossdavidh]

I actually agree, but I don't see any reason why they should be a $40B company. Forbes or Bloomberg or someone compared them to other companies in the space, and valued them at $4B or so. That is still a great opportunity...unless you have invested $10B to get there.

It's not that there is no need for what WeWork does; it's that they do it too expensively, and are valuing themselves far too high.