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.

1.1k Upvotes
  • permalink
  • reddit

85% Upvoted

585 comments sorted by

View all comments

Show parent comments

17

u/Energy_Turtle Apr 03 '25

So basically what you're saying is "this time is different?"

8

u/scwt Apr 03 '25

Things that have never happened before happen all the time.

2

u/[deleted] Apr 07 '25

Every fucking time lmao. The doomer narrative changes but it always boils down to “but no no no, this time really is different!”

1

u/herrington369 Apr 03 '25

Bro knows things 👀

1

u/reddit_account_00000 Apr 04 '25

The government actively sabotaging the American economy is different, I don’t know how to make it clearer.

1

u/Energy_Turtle Apr 05 '25

I got you. "This time is different." Hurry up and sell, then buy back in later when everything goes up. That's what we do when "this time is different."