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 (+1,24 %)
Alphabet $GOOGL (+2,95 %)
Amazon $AMZN (-0,2 %)
ASML $ASML (+1,04 %)
Axon $AXON (-2,56 %)
Cadence $CDNS (+0,08 %)
Constellation Software $CSU (-1,2 %)
Crowdstrike $CRWD (-0,03 %)
Fair Isaac $FICO (-0,52 %)
Hermes $RMS (-1,17 %)
Intuit $INTU (-0,33 %)
Intuitive Surgical $ISRG (+1,47 %)
Mastercard $MA (+2,06 %)
Meta $META (+1,11 %)
Netflix $NFLX (+2,9 %)
Microsoft $MSFT (+0,43 %)
Palantir $PLTR (+3,08 %)
Tesla $TSLA (+2,64 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0,23 %)
Costco $COST (+0,81 %)
Ferrari $RACE (-0,88 %)
Moody's $MCO (+0,45 %)
MSCI $MSCI (+0,72 %)
Transdigm $TDG (-2,55 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+1,87 %)
Robinhood $HOOD (+3,84 %)
Roblox $RBLX
Shopify $SHOP (-0,65 %)
Spotify $SPOT (+3,25 %)
The Trade Desk $TTD (-15,79 %)
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?
