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. _________________________________________________________ [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 Links: Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
