It is now slowly becoming clear who has what it takes to make good profits in the coming years.
Here are my top 30 companies by category, which I am particularly looking at in the current crash.
Some are still overvalued, others are already very attractive at the current price level.
Tier 1 (high corporate quality and strong growth)
Airbnb $ABNB (+0.04%)
Alphabet $GOOGL (-2.17%)
Amazon $AMZN (+2.75%)
ASML $ASML (-1.27%)
Axon $AXON (+2.73%)
Cadence $CDNS (+2.01%)
Constellation Software $CSU (-0.33%)
Crowdstrike $CRWD (+0.02%)
Fair Isaac $FICO (-2.77%)
Hermes $RMS (+0.78%)
Intuit $INTU (+1.5%)
Intuitive Surgical $ISRG (+17.99%)
Mastercard $MA (+1.39%)
Meta $META (+0.06%)
Netflix $NFLX (-4.87%)
Microsoft $MSFT (+0.32%)
Palantir $PLTR (+0.1%)
Tesla $TSLA (-0.64%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+3.64%)
Costco $COST (+0.03%)
Ferrari $RACE (+0.95%)
Moody's $MCO (+3.58%)
MSCI $MSCI (+0.66%)
Transdigm $TDG (+1.79%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-3.85%)
Robinhood $HOOD (-3.53%)
Roblox $RBLX
Shopify $SHOP (+0.35%)
Spotify $SPOT (+0.66%)
The Trade Desk $TTD (+3.19%)
I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.
Where are you buying?
