Top 10 things to do on days like today. ( a repost)
u/raytoei ·
Reddit — r/ValueInvesting
· March 03, 2026 at 16:07
· ⬆ 27 pts
· 💬 16 comments
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Summary
The post provides a list of ten activities for value investors to engage in during market downturns, emphasizing education, process improvement, and maintaining a long-term perspective.
The author's thesis is that market volatility is an opportunity for learning and preparation, not for panic. The focus should be on fundamental analysis and finding individual company value rather than reacting to market noise.
Quality assessment: This is general advice and noise, not well-researched DD. It offers a philosophical approach to investing rather than a specific, data-backed investment thesis.
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Top 10 things to do on days like today. ( a repost)
**1. Ignore the market.**
Value investors are bottom-up stock pickers. We buy undervalued stocks of companies. Not undervalued markets.
**2. Sharpen the saw**
Read a book, learn about business models, competitive advantage, and how to value a company.
Eg. Learn how to DCF. This is a great time to learn how to do excel by creating your very own DCF. Remember, the value of a company is the sum of the future cash flows it produces discounted to the present.
**3. Start an investment diary.**
Write down what you bought, sold, and also the why, and what will make you sell.
**4. Learn other ways to value a company besides DCF.**
Like Relative Valuation. Like IRR method. Like Dividend Discount Model.
**5. Sign-up with your local library.**
And download the Libby app to read or to stream the digital audio book, Buffett’s Early Investment by Brett Gardner.
**6. Great time to tinker with screeners.**
Try something different this time, screen for quality instead of value. Or screen for value for international stocks.
**7. Watch your favourite Wall Street movies and laugh at the inconsistencies.**
Wall Street.
Quick Silver.
Trading Places.
Bonfire of the Vanities.
The big short.
Barbarians at the Gate
Wolf of Wall Street.
**8. Pick up a cheap HP 12c calculator** and learn how to do NPV and do financial maths in reverse polish notion.
**9. Go and investigate why are there at least three versions of EPS** by financial websites and which is the one that you trust. Here are three you check that are almost definitely different: market screener, yahoo finance and Market Watch.
**10. Check the Barron’s or WSJ websites for stocks selling at 52-week lows.**
From yesterday list:
Diageo
SAP
SEA PTE LTD
[ https://www.wsj ](https://www.wsj) dot com/market-data/stocks/newfiftytwoweekhighsandlows
(Disclosure: I don’t own any of these stocks listed here)
Diageo (DEO) is listed as a stock that has recently hit a 52-week low. Stocks at 52-week lows can represent potential value opportunities if the market has overreacted to short-term news, creating a dislocation between price and intrinsic value. The author suggests looking at the 52-week low list for potential ideas. DEO is on this list, making it a candidate for further research by a value investor. A stock hitting a 52-week low could be a "value trap" with deteriorating fundamentals, and the price may continue to fall. The author provides no analysis, only a name from a list.
SAP is mentioned as a stock trading at a 52-week low. The author's final point is to check the 52-week low list for potential investment ideas, as these stocks may be undervalued. SAP is highlighted as a name on the 52-week low list, suggesting it could be a starting point for a value-oriented investigation. The stock could be at a low for valid reasons, such as increased competition, slowing growth, or execution issues. The post offers no insight into the business itself.
Sea Ltd (SE) is included in a list of stocks that have recently made a 52-week low. The author advocates for screening stocks at 52-week lows as a method for finding potential value investments. By including SE on the list, the author implicitly suggests it is a name worth investigating for a potential mispricing by the market. High-growth tech stocks like SE can be volatile; a 52-week low may signal a significant shift in growth prospects, profitability outlook, or investor sentiment that is justified.
This Reddit post, published March 03, 2026,
features u/raytoei
discussing DEO, SAP, SE.
3 trade ideas extracted by AI with direction and confidence scoring.