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 (+0.79%)
Alphabet $GOOGL (+0.28%)
Amazon $AMZN (+0.4%)
ASML $ASML (+0.03%)
Axon $AXON (+0.51%)
Cadence $CDNS (+0.4%)
Constellation Software $CSU (+0.28%)
Crowdstrike $CRWD (-0.19%)
Fair Isaac $FICO (+0.23%)
Hermes $RMS (-0.72%)
Intuit $INTU (+1.17%)
Intuitive Surgical $ISRG (+0.65%)
Mastercard $MA (-0.05%)
Meta $META (+0.56%)
Netflix $NFLX (+0.39%)
Microsoft $MSFT (+0.4%)
Palantir $PLTR (-0.11%)
Tesla $TSLA (+0.77%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0.72%)
Costco $COST (+0.34%)
Ferrari $RACE (-0.57%)
Moody's $MCO (+0.68%)
MSCI $MSCI (+0.07%)
Transdigm $TDG (+0.3%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-0.67%)
Robinhood $HOOD (+0.3%)
Roblox $RBLX
Shopify $SHOP (+0.56%)
Spotify $SPOT (+1.13%)
The Trade Desk $TTD (+0.22%)
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?
