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 (-0,18 %)
Alphabet $GOOGL (+0,48 %)
Amazon $AMZN (+0,54 %)
ASML $ASML (-2,06 %)
Axon $AXON (+0,99 %)
Cadence $CDNS (-2,06 %)
Constellation Software $CSU (-1,11 %)
Crowdstrike $CRWD (+1,06 %)
Fair Isaac $FICO (+0,82 %)
Hermes $RMS (-1,31 %)
Intuit $INTU (-0,61 %)
Intuitive Surgical $ISRG (+0,07 %)
Mastercard $MA (-0,44 %)
Meta $META (+0,05 %)
Netflix $NFLX (-4,35 %)
Microsoft $MSFT (-0,62 %)
Palantir $PLTR (-0,7 %)
Tesla $TSLA (+2,84 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0,1 %)
Costco $COST (-0,56 %)
Ferrari $RACE (+0,02 %)
Moody's $MCO (-1,06 %)
MSCI $MSCI (-0,88 %)
Transdigm $TDG (-0,11 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-0,05 %)
Robinhood $HOOD (+4,36 %)
Roblox $RBLX
Shopify $SHOP (+0,05 %)
Spotify $SPOT (-4,07 %)
The Trade Desk $TTD (-0,91 %)
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?
