Mr. Beat Up
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Podcast Appearances
Well, no, I feel like it's failed the four-step checklist, hasn't it?
Okay.
Okay, okay.
Can you still pass if you fail two steps?
I feel like you have to pass.
It has to be.
You have to pass all four.
No, for me, it's like passing the first three gets you in the investment universe.
It gets you on the watch list.
Okay.
And then passing step four gets you in the portfolio.
Yeah, I think it's like if they could continue to grow at that GLP-1 growth rate of like 70% a year, sure.
But like the growth rate has slowed and the market has re-rated as a result.
That's not what this segment is.
This segment is where the company is still great and the market has overreacted to short-term noise.
Whereas I think what we're saying is this is a fair reaction to a change in circumstance.
So I think this then isn't a Mr. Beat-up.
Yeah.
All right, we'll watch this space.
If you want to keep watching this show, subscribe wherever you're watching or listening, and you'll have more Simon, you'll have more of Bryce and I, you'll have plenty more investing content to keep you learning on your investing journey.