Just wondering how Equine Investor picked his two picks for today?

R5 No 5 Optimizer - 1st up after a 334 day break, was beaten 13.4 lengths last start

R8 no 14 Real "Something" - beaten 16.5 lengths last start. Only won 2 races from 36 starts.

Were these picked at random?
Or is there a theory behind picking horses that were beaten more than 10 lengths last start??