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 (+1.69%)
Alphabet $GOOGL (+1.89%)
Amazon $AMZN (+1.08%)
ASML $ASML (+1.51%)
Axon $AXON (+1.57%)
Cadence $CDNS (+0.09%)
Constellation Software $CSU (-0.31%)
Crowdstrike $CRWD (+0.39%)
Fair Isaac $FICO (-1.41%)
Hermes $RMS (-1.3%)
Intuit $INTU (+0.31%)
Intuitive Surgical $ISRG (+0.09%)
Mastercard $MA (-1.4%)
Meta $META (+0.52%)
Netflix $NFLX (-0.05%)
Microsoft $MSFT (+0.45%)
Palantir $PLTR (+1.76%)
Tesla $TSLA (+0.45%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-1.15%)
Costco $COST (-1.66%)
Ferrari $RACE (+1.76%)
Moody's $MCO (-0.64%)
MSCI $MSCI (-1.38%)
Transdigm $TDG (+1.98%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+0.56%)
Robinhood $HOOD (+1.19%)
Roblox $RBLX
Shopify $SHOP (+3.63%)
Spotify $SPOT (+0.12%)
The Trade Desk $TTD (+0.03%)
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?
