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 (-4.98%)
Alphabet $GOOGL (-2.63%)
Amazon $AMZN (-7.39%)
ASML $ASML (-2.03%)
Axon $AXON (-3.97%)
Cadence $CDNS (-3.33%)
Constellation Software $CSU (-1.98%)
Crowdstrike $CRWD (-2.48%)
Fair Isaac $FICO (-5.57%)
Hermes $RMS (-3.49%)
Intuit $INTU (-2.43%)
Intuitive Surgical $ISRG (-1.64%)
Mastercard $MA (-2.69%)
Meta $META (-4.01%)
Netflix $NFLX (-1.16%)
Microsoft $MSFT (-3.49%)
Palantir $PLTR (-2.14%)
Tesla $TSLA (-2.48%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-3.96%)
Costco $COST (+0.44%)
Ferrari $RACE (-2.84%)
Moody's $MCO (-4.37%)
MSCI $MSCI (-2.28%)
Transdigm $TDG (-2.8%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-6.63%)
Robinhood $HOOD (-2.31%)
Roblox $RBLX
Shopify $SHOP (-3.99%)
Spotify $SPOT (-0.99%)
The Trade Desk $TTD (-3.2%)
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?
