Equity Mates Investing Podcast We're panic buying & the most bullish Mr Beat Up yet
20 snips
Mar 15, 2026 Simon (Mr. Beat Up), a deep-dive stock analyst known for his four-step checklist, returns to dissect an 80% crash. He analyses why Duolingo plunged and whether it’s broken or a bargain. Short, punchy takes on market panic, dollar-cost averaging and why volatility is the price of admission. Clear-eyed valuation checks and a debate on Duolingo’s moat and reinvestment strategy.
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Market Volatility Is The Price Of Admission
- Market drops are a regular feature: the S&P 500 has fallen 5%+ 66 times since 1954 and ~10% every three years on average.
- Bryce and Ren use this history to argue that volatility is the "price of admission" for long-term investing, not a reason to sell.
Stay Invested And Use Simple Passive Strategies
- Don’t panic sell during routine pullbacks because two-thirds of 5% drops don't exceed 10% and often recover.
- Use simple passive strategies like buying a broad fund and dollar-cost averaging instead of trying to time panic moments.
Use Dips To Buy If You Have Cash
- Consider 'panic buying' opportunities if you have cash handy when markets dip about 5%.
- Bryce describes buying into Monday's dip and Ren bought Pro Medicus amid larger year-to-date declines as examples.