The Valuation : Value Investing Through Valuation

When the market isn’t on your side

The stock market rarely behaves the way we want it to.

Bull markets feel short, while bear markets seem to drag on endlessly.

Especially during periods of broad market downturns, many investors find themselves confused, anxious, and shaken.

At such times, every investor stands before two choices:

Becoming someone who panics and obsessively watches the order book,

Or becoming someone who uses this period as a time for investment “maturation.”

The difference between the two isn’t just patience.

It’s about mindset—and how prepared you are.

What Investors Should Do in a Down Market

1. A stalled market is your chance for reflection

When trading volumes decline and prices fall,

The smartest investors don’t rush into action—they choose self-reflection.

Start reading those investment books you’ve put off Deep dive into topics like ETFs, industry structures, or financial statements Or step away briefly—get some exercise or take a trip to gain psychological distance

This kind of mental reset and strategic reflection can be the best preparation for your next big opportunity.

2. If you don’t know how to value a stock, all you’ll feel is fear

But to truly make use of a down market, you need one key prerequisite:

Confidence in your portfolio.

Ask yourself:

What is this stock worth right now? How long do I plan to hold it? How does the recent drop affect my investment thesis?

If you have solid answers, you can endure a downturn with conviction.

But if your investments were based on hype, headlines, or hearsay,

Then a bear market turns into pure suffering.

Especially for those who don’t understand valuation—there’s nothing they can do.

They can’t confidently buy, sell, or hold—because they lack a decision-making framework.

All they can do is hope the market goes back up.

3. Inaction can be a strategy

The most common mistake in a down market is feeling pressured to do something.

But when the market is unfavorable, you don’t have to buy or sell.

Observing, waiting, even doing nothing—these can all be valid strategies for the prepared investor.

The key is to make sure this “inaction” is intentional, not passive or defeated.

In other words, the market may pause—but you should not.

The Market Rewards Those Who Wait

It’s relatively easy to make money in a bull market.

What’s hard is protecting yourself during a downturn.

Only those who endure the tough times with wisdom can seize the next real opportunity.

When the market isn’t on your side,

Can you still make that time your own?

Or will you drift with the tide, wasting day after day?

If you understand valuation and believe in your portfolio,

There’s nothing to fear from a market downturn.