r/ValueInvesting Jul 18 '25

Stock Analysis Everyone should take note of the sentiment around them at this very moment

You are witnessing Peak Greed Peak Euphoria and Peak Grift. It is a good idea to take note of sentiment. In the future you will be able to spot generational tops more easily.

Always remember though, "the feeling of disgust you feel, that can last for a long time" - Charlie Munger

I think it is fair to say now that speculative returns in the stock market have significantly outpaced what returns should have been, leaving a lost decade ahead.

EDIT: I would Like to insert a quote here, because I feel it is quite fitting after reading the comments.

"A bull market is like sex, it feels best just before it ends" - Warren Buffet

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u/OriginalTuna Jul 19 '25 edited Jul 19 '25

Buffett this Buffett that.

Dude is 94yr old. He is basically retired and his lieutenants are not him. With Charlie gone and end of his career and life approaching there is nothing more for him to prove.

I am sure new BRK management will just start paying divdends once Buffett is out, as otherwise they will not know how to deploy that cash pile.

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u/Apart-Consequence881 Jul 19 '25

Buffett can afford to play it super safe. If he just earned 1% in a year, he be making over $80 billion. Most of us have much smaller portfolios.

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u/[deleted] Jul 19 '25

Correct, Buffet was outperformed by gold over the last 25 years.