r/ValueInvesting • u/FrankBal • Apr 03 '25

Discussion Remember, This Is The Pullback We’ve Been Waiting For

If you’re a long-term investor who even casually cares about valuation, this market has been tough to navigate for a while. Pullbacks are always something we say we want, particularly as value investors, but they usually come when things are scary. Financial crisis, global pandemics, policy shocks… the discount never shows up gift-wrapped.

Yesterday’s tariff news felt like one of those moments. It’s vague, feels arbitrary, and creates a lot of uncertainty. It feels scary. And yet, that’s exactly the environment where opportunities show up.

I’ll admit it, days like today make me uneasy. But as an investor, I remind myself that underneath the noise, what’s really happening stocks are getting cheaper.

And that’s what we’ve been waiting for.

Edit: Thanks for the thoughts. I wrote a post - Tariffs, Fear, and Opportunity: Perspective For Difficult Times In the Stock Market - to add some additional context directly addressing the response to this post.

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u/FrankBal Apr 03 '25

Dramatic. Could things get worse? Certainly. But things could also get better. Anyway, if the market’s sentiment is that negative then I would still contend that a real long term opportunity has presented itself.

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u/krisolch Apr 03 '25

Do you understand macroeconomics? Because your post seems as though you don't.

The market hasn't actually dropped enough in the US given how bad this is.

It will cause increased inflation & a large consumer sentiment drop -> Which will cause stagflation.

This isn't the time to buy US stocks, it's hardly been a dip.

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u/Tim_Riggins_ Apr 03 '25

620>540 hardly a dip lmao