Since my pre-IPO post on WeWork (WE), where I valued the company ahead of its then imminent offering, much has happened. The company's IPO collapsed under the weight of its own pricing contradictions, and after a near-death experience, SoftBank (SFTBY) (SFTBF) emerged as the savior, investing an additional $8 billion in the company, and taking a much larger stake in its equity. As the WeWork story continues to unfold, I am finding myself more interested in SoftBank than in WeWork, largely because its actions cut to the heart of so many questions in investing, from