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 (+3.35%)
Alphabet $GOOGL (+0.04%)
Amazon $AMZN (+3.23%)
ASML $ASML (-3.63%)
Axon $AXON (+1.04%)
Cadence $CDNS (+0.11%)
Constellation Software $CSU (-0.77%)
Crowdstrike $CRWD (-0.47%)
Fair Isaac $FICO (+0.89%)
Hermes $RMS (+3.13%)
Intuit $INTU (+2.54%)
Intuitive Surgical $ISRG (+3.36%)
Mastercard $MA (+0.81%)
Meta $META (-0.42%)
Netflix $NFLX (+2.09%)
Microsoft $MSFT (+1.89%)
Palantir $PLTR (-5.8%)
Tesla $TSLA (-5.43%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+5.94%)
Costco $COST (+1.86%)
Ferrari $RACE (+0.43%)
Moody's $MCO (+0.22%)
MSCI $MSCI (+0.12%)
Transdigm $TDG (+0.46%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-0.3%)
Robinhood $HOOD (-2.76%)
Roblox $RBLX (-1.23%)
Shopify $SHOP (+1%)
Spotify $SPOT (+0.47%)
The Trade Desk $TTD (+0.83%)
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?
