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Rebranding can happen, and the “charismatic leader” was the #1 problem.

The bull case for WeWork that I always heard was based on the existence of a WeWork-shaped market opportunity, and WeWork themselves being in pole position to take it. The bear case was that WeWork was run by crazy people. I think SoftBank’s decisions here are making the best of a bad situation.



I agree, with the loon no longer in the lead, they have a chance.


They've been upgraded from no hope in hell to a slim chance in hell.




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