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 (+0.3%)
Alphabet $GOOGL (+0.96%)
Amazon $AMZN (+0.07%)
ASML $ASML (+0.86%)
Axon $AXON (-8.68%)
Cadence $CDNS (+0.29%)
Constellation Software $CSU (+0.08%)
Crowdstrike $CRWD (-4.59%)
Fair Isaac $FICO (-0.88%)
Hermes $RMS (+0.84%)
Intuit $INTU (-2.52%)
Intuitive Surgical $ISRG (-0.06%)
Mastercard $MA (+0.16%)
Meta $META (-0.62%)
Netflix $NFLX (-2.74%)
Microsoft $MSFT (-0.09%)
Palantir $PLTR (+0.17%)
Tesla $TSLA (+5.6%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+1.03%)
Costco $COST (-2.14%)
Ferrari $RACE (+0.97%)
Moody's $MCO (+0.92%)
MSCI $MSCI (+0.1%)
Transdigm $TDG (+1.15%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-1.32%)
Robinhood $HOOD (+5.15%)
Roblox $RBLX
Shopify $SHOP (+1.34%)
Spotify $SPOT (-1.55%)
The Trade Desk $TTD (+1.75%)
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?
