Just to add, Softbank has invested into the Asian business of WeWork as such there would be massive expansion in China / India and South East Asian markets such as Singapore / Hong Kong.
We need to wait and see, whether Nesco sign a deal to offer its office space to Weworks. Additionally, in the coming years, Weworks which represent flexible co-working space would be the regime and there could be possibility of existing tenants of Nesco moving into Weworks scheme of things (i.e. becoming a direct client of Weworks and indirectly occupying Nesco’s premises) which are all possibilities and probabilities at this stage.This in substance mean, Nesco’s gain of entering into an arrangement with Weworks could potentially lead to losing its own existing AND/OR potential tenants. At the end of the day, there are lots of moving parts at this stage and where one has conviction just buy and hold as the prices seems to be reasonable.
At the same time, if one has less risky bets / holdings where there are less moving parts vis-a-vis NESCO, just hold on to them and don’t invest in Nesco just because the prices have come down and there is a better of MOS now.
Lastly, I would like to know Vivek’s @vivek_mashrani perspective on NESCO at this stage and his thought process, if that is not too much of asking 
. Thanks…!
Disclosure - Has been holding on to NESCO for a while and there have been transactions in the last 30 days