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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