So what? I mean companies write down things all the time. "We've revalued our $billion office and adjusted our balance sheet to match. Cause was a global pandemic which we considered as a risk factor in 2019, but it was negligible."

Stock will drop a % or two for a week, then recover and move on (especially as the Amazon machine continues to print cash.)

Microsoft wrote off the Nokia purchase with a shrug and the world just moved on.

Explaining a change of work environment to investors seems like a pretty minor bump, not a major factor in decision making.