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August 2025 Random Ramblings

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Manage episode 501244336 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

340 episodes

Artwork
iconShare
 
Manage episode 501244336 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

340 episodes

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