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 (-1.27%)
Alphabet $GOOGL (-1.2%)
Amazon $AMZN (-1.12%)
ASML $ASML (-1.05%)
Axon $AXON (-1.26%)
Cadence $CDNS (-0.85%)
Constellation Software $CSU (-0.88%)
Crowdstrike $CRWD (-0.92%)
Fair Isaac $FICO (-0.73%)
Hermes $RMS (-2.52%)
Intuit $INTU (-0.58%)
Intuitive Surgical $ISRG (-1.96%)
Mastercard $MA (-0.25%)
Meta $META (-1.09%)
Netflix $NFLX (-1.11%)
Microsoft $MSFT (-1.22%)
Palantir $PLTR (-2%)
Tesla $TSLA (-1.32%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0.83%)
Costco $COST (-0.51%)
Ferrari $RACE (-1.78%)
Moody's $MCO (-1.04%)
MSCI $MSCI (-0.89%)
Transdigm $TDG (-0.55%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-3.11%)
Robinhood $HOOD (-2.65%)
Roblox $RBLX
Shopify $SHOP (-1.23%)
Spotify $SPOT (-0.75%)
The Trade Desk $TTD (-1.26%)
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?
