If a major market drawdown hits, what Buffett-style stocks are you buying?
u/Sea-Possibility8778 ·
Reddit — r/ValueInvesting
· March 15, 2026 at 10:20
· ⬆ 23 pts
· 💬 41 comments
| View on Reddit ↗
AI Summary
Summary
The author is asking the community for stock recommendations in the event of a major market drawdown triggered by macro shocks (e.g., elevated oil, tightening credit).
The focus is on identifying "Buffett-style" compounders characterized by strong top-line growth, high ROE, low capex, and durable moats.
Quality assessment: This is a discussion prompt and hypothetical scenario, not well-researched DD or a specific stock pitch.
Score23
Comments41
Upvote %90%
▶ Full Post Text
Curious how people here are positioning if we get a proper drawdown.
Let’s assume a macro backdrop like this: oil stays elevated because of the Iran war, credit markets start tightening, and equities take a meaningful hit. Imagine you’re sitting on a large cash position and waiting for opportunities.
Using Buffett-style criteria, what would you buy?
Filters:
\- Strong top-line growth over the past \~5 years
\- Consistent profitability
\- High ROE
\- Low capex requirements
\- Durable moat / pricing power
\- Ideally businesses that don’t rely on capital markets to survive
Basically: high-quality compounders that you'd be happy to load up on if the market sells off hard.
What companies make your “buy aggressively in a crash” list?
Curious to see what people here would target.