2min chapter

The Opportunity in Beaten-Down, Money-Losing Growth Businesses

This Week in Intelligent Investing

CHAPTER

The Importance of Clinging to the Prior Era

Some companies are still clinging to the prior era, right? And look no further than the massive rally and some of these junk companies and junk securities here in the first couple of weeks of 2023. The ones that do that by choice, they'll languish and they'll be left in the dust. I am stunned at the amount of people who've been watching their stock price tick up and down every day like a degenerate day trader in the past couple of years.

00:00

Transcript

Episode notes

Speaker 2

That also is just another chase because the... Yeah. Mads and Boyd are there and pursuit. There's the question of the Tangled Lines. We get eels instead of snakes. It's all everyone's pursuing the whole time. But it was...

Speaker 1

I liked the chase through Tangiers. That was cool. Yeah, and Phoebe while her bridge is driving a bit of that and I think she was good. I don't remember what happened in Greece, but I love Greece, would love to go back. So, if anyone's listening. Well, a young boy is introducing to the story, right?

Speaker 2

I thought Teddy was great, I thought.

Speaker 1

Yeah, Teddy was great. I just don't remember Teddy. Obviously, no mosh. Helena's sidekick, yeah. Yeah, yeah, yeah. Right, exactly. Oh, yeah, Teddy, he was great. Okay, now I'm with you. I mean, it is one of those movies. So, we were like, oh, yeah, yeah, yeah. And then there's like a guy comes in here. What did you both think of Mads and Boyd Holbrook as the heavies of this film? I really wish Chris Ryan were here. Because we, as mentioned, Chris Ryan was also with us. And as we walked out of the theater of Mallory and Adam, I hope, went to celebrate their anniversary. So, Sean, Chris and I walked out. And then Chris just started spitballing like an extensive backstory for Boyd Holbrook's character. And he's like, so are we supposed to think that he was like a clan member? And then like this whole thing. And I was like, yes, Chris, that is what that is canon. That is what was written immediately. It was very, very, very, very, very, very, very, very, I know he was like, so that's what we're supposed to think. And I was like, yep, every single person thought that is beautiful, beautiful stuff. You know, Boyd Holbrook, of course, in Logan, at worst of mangled before. I don't want to get ahead of ourselves, but Boyd Holbrook has the best line reading in the whole movie when he, but it gives away the final reveal. So, I don't want to worry about that.

Speaker 2

Well, wait.