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 (-1,31 %)
Alphabet $GOOGL (+0,53 %)
Amazon $AMZN (+1,77 %)
ASML $ASML (-4,24 %)
Axon $AXON (+0,2 %)
Cadence $CDNS (-3,73 %)
Constellation Software $CSU (-0,63 %)
Crowdstrike $CRWD (-9,87 %)
Fair Isaac $FICO (+8,66 %)
Hermes $RMS (-0,18 %)
Intuit $INTU (+0,82 %)
Intuitive Surgical $ISRG (+0,79 %)
Mastercard $MA (+0,97 %)
Meta $META (-0,95 %)
Netflix $NFLX (+0,76 %)
Microsoft $MSFT (-0,17 %)
Palantir $PLTR (-6,27 %)
Tesla $TSLA (-4,99 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+1,15 %)
Costco $COST (+0,77 %)
Ferrari $RACE (-0,55 %)
Moody's $MCO (+0,43 %)
MSCI $MSCI (+2,07 %)
Transdigm $TDG (+3,24 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-3,06 %)
Robinhood $HOOD (-3,22 %)
Roblox $RBLX (+0,23 %)
Shopify $SHOP (-4,46 %)
Spotify $SPOT (+0,18 %)
The Trade Desk $TTD (+1,98 %)
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?
