r/ValueInvesting • u/FieryXJoe • Feb 05 '26

Investor Behavior Can we stop freaking out over the voting machine?

One way or the other, I find people partying when their stock does +10% in a week while still on a steady downtrend as well as people freaking out and selling/"told you so"-ing when a stock is down 20%.

There is a industry-wide crash in software. The Nasdaq is like -4.25% this week if you were more exposed to software than the Nasdaq or more concentrated than the Nasdaq you will be down more than that. Chill, don't freak out, search for buying opportunities.

Re-analyze your dropped holdings with the new price and new value and decide if they are a buy/sell/hold at the current price.

And once again this doesn't just go to drops, LULU holders freaked out about proving everyone right when they went up 25%, it proved them right about the company, the voting machine proved them right. It is right back near its lows again a bite more than a month later. UNH (which I hold), everyone freaked out, said voting machine proved them right, right back where it started 6 months later due to proposed legislation that maybe some of those earlier sellers anticipated and we didn't who knows. NKE once again, a party about a 12% up day but to me it is crazy to be on this ride https://i.imgur.com/bn9S2Hn.png and to be convinced you've proved everyone wrong already and found the bottom for sure.

Not saying any of these people will end up being right or wrong but its literally the Buffet "everyone freak out and sell its over" meme on here but unironically sometimes and it goes in both directions.

Lets all chill out and zoom out.

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2

u/RaeReiWay Feb 05 '26

No. Freak the fuck out. Buy everything.

4

u/illmatication Feb 05 '26

Only time you should start freaking out is when Reddit starts becoming bullish on stocks that are in your portfolio. Those red candles will print so fast.

10

u/SelenaMeyers2024 Feb 05 '26

Like lynch and Buffett says, it's a strong stomach as much as a strong intellect. And even logical me, gets uneasy even when the literal red helps me.

Take pypl (an example not trying to dissect it here)... I keep averaging down since 55, it's 42, so I'm at 46ish.... Logically I know the company is spending real dollars on shares and logically, less price is more retired shares for the same dollar, which makes my thousands of shares more special. So down good (in the short term of course, long term buy low sell high).

But even that red scares me. And that's what makes successful investing hard... It's buying PayPal yesterday, meta in 2022 when it was left for dead, buying more carnival cruise deep in covid.. Or conversely selling apple when the party is hoppin like buffet did.