In this August 2025 edition of Yet Another Value Podcast, host Andrew Walker returns with his signature monthly ramblings. Andrew unpacks the strange dynamics in today’s bifurcated market — where AI giants soar while traditional sectors flounder. He explores whether buybacks post-earnings miss signal strength or delusion, muses on “hot girl marketing” with a focus on Sydney Sweeney’s campaigns, and discusses what drives real ROI in celebrity partnerships. He closes with reflections on sizing up when holding a true edge, and a fascinating challenge trade: Paulson buying Icahn’s full stake in Bausch Health.
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[00:00:00] Intro and episode overview
[00:00:57] Market state and personal screens
[00:05:34] AI stocks outperforming traditional sectors
[00:06:32] Retail sector earnings crash
[00:08:30] Market split explained further
[00:09:36] Buybacks on post-earnings dips
[00:14:27] Sydney Sweeney, HeyDude tie-in
[00:18:38] Swinging when you have edge
[00:24:07] Challenge trades concept
[00:27:47] BHC Paulson-Icahn block deal
[00:30:41] Closing remarks and disclaimer
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