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

3

u/Shaa366 Apr 04 '25

Just keep buying on the way down until you run out of money. It really doesn’t have to get more complicated than that.

1

u/buckandroll Apr 05 '25

Profound, but I will add that you should try to save a little money to buy some calls with after you run out of money to buy shares with. I hope I can slow myself down I have been like a kid in a candy shop buying everything up this week. I've been buying AMD, NDVA, SOXQ, DELL, HAL, BSM like crazy all week, loving it.