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 (-0.89%)
Alphabet $GOOGL (-1.29%)
Amazon $AMZN (-0.55%)
ASML $ASML (-0.84%)
Axon $AXON (-3.4%)
Cadence $CDNS (-4.47%)
Constellation Software $CSU (-0.24%)
Crowdstrike $CRWD (-2.75%)
Fair Isaac $FICO (+3.29%)
Hermes $RMS (-0.44%)
Intuit $INTU (-0.13%)
Intuitive Surgical $ISRG (+0.08%)
Mastercard $MA (-0.98%)
Meta $META (-1.13%)
Netflix $NFLX (-2.74%)
Microsoft $MSFT (-0.84%)
Palantir $PLTR (-2.99%)
Tesla $TSLA (-1.89%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0.41%)
Costco $COST (-0.99%)
Ferrari $RACE (+0.09%)
Moody's $MCO (+0%)
MSCI $MSCI (-0.08%)
Transdigm $TDG (-0.66%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-3.31%)
Robinhood $HOOD (-3.22%)
Roblox $RBLX
Shopify $SHOP (-0.78%)
Spotify $SPOT (-4.67%)
The Trade Desk $TTD (-2.92%)
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?
