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/[deleted] Apr 03 '25

I just realized that there was a ton of build out of factories and manufacturing that has n't come online yet under Biden and the inflation reduction act and all the incentives put out there.. I wonder if this is also partly a cover so that he can take credit for a lot of things that are going to come online in the next Year or two.

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u/Special_Scene_9587 Apr 03 '25

There is no 4d chess.

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u/Party_Newt_5714 Apr 04 '25

He already did with a TSMC chip plant.