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 (+0.29%)
Alphabet $GOOGL (+0.92%)
Amazon $AMZN (+0.75%)
ASML $ASML (+0.86%)
Axon $AXON (-8.83%)
Cadence $CDNS (+0.13%)
Constellation Software $CSU (+0.08%)
Crowdstrike $CRWD (-4.42%)
Fair Isaac $FICO (-1.08%)
Hermes $RMS (+0.86%)
Intuit $INTU (-2.52%)
Intuitive Surgical $ISRG (-0.29%)
Mastercard $MA (+0.12%)
Meta $META (-0.59%)
Netflix $NFLX (-2.71%)
Microsoft $MSFT (-0.08%)
Palantir $PLTR (+0.07%)
Tesla $TSLA (+5.02%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+1.06%)
Costco $COST (-2.12%)
Ferrari $RACE (+1.05%)
Moody's $MCO (+0.99%)
MSCI $MSCI (-0.02%)
Transdigm $TDG (+1.04%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-1.38%)
Robinhood $HOOD (+4.91%)
Roblox $RBLX
Shopify $SHOP (+0.97%)
Spotify $SPOT (-1.49%)
The Trade Desk $TTD (+1.77%)
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?