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 (-0,19 %)
Alphabet $GOOGL (-0,14 %)
Amazon $AMZN (-0,44 %)
ASML $ASML (-1,31 %)
Axon $AXON (-0,06 %)
Cadence $CDNS (+0,03 %)
Constellation Software $CSU (+0,24 %)
Crowdstrike $CRWD (-0,05 %)
Fair Isaac $FICO (-0,15 %)
Hermes $RMS (-0,37 %)
Intuit $INTU (-0,19 %)
Intuitive Surgical $ISRG (-0,2 %)
Mastercard $MA (+0,16 %)
Meta $META (-0,26 %)
Netflix $NFLX (+0,01 %)
Microsoft $MSFT (-0,33 %)
Palantir $PLTR (+0,13 %)
Tesla $TSLA (-0,15 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0,17 %)
Costco $COST (-0,03 %)
Ferrari $RACE (-0,21 %)
Moody's $MCO (-0,24 %)
MSCI $MSCI (-0,24 %)
Transdigm $TDG (-0,08 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-0,42 %)
Robinhood $HOOD (+0,87 %)
Roblox $RBLX
Shopify $SHOP (-0,48 %)
Spotify $SPOT (-0,17 %)
The Trade Desk $TTD (-0,22 %)
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?
