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 (+0.2%)
Alphabet $GOOGL (-1.21%)
Amazon $AMZN (-0.09%)
ASML $ASML (-0.4%)
Axon $AXON (-0.82%)
Cadence $CDNS (-1.36%)
Constellation Software $CSU (-2.71%)
Crowdstrike $CRWD (-4.77%)
Fair Isaac $FICO (-0.91%)
Hermes $RMS (+0.35%)
Intuit $INTU (-0.97%)
Intuitive Surgical $ISRG (-1.22%)
Mastercard $MA (-0.9%)
Meta $META (-1.37%)
Netflix $NFLX (-0.76%)
Microsoft $MSFT (-0.17%)
Palantir $PLTR (-2.92%)
Tesla $TSLA (+4.73%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-1.61%)
Costco $COST (-0.5%)
Ferrari $RACE (+0.93%)
Moody's $MCO (-0.63%)
MSCI $MSCI (-0.66%)
Transdigm $TDG (-1.93%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-0.88%)
Robinhood $HOOD (-0.43%)
Roblox $RBLX
Shopify $SHOP (-3.3%)
Spotify $SPOT (-1.29%)
The Trade Desk $TTD (+3.25%)
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?
