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 (+0,38 %)
Alphabet $GOOGL (+2,74 %)
Amazon $AMZN (+1,62 %)
ASML $ASML (-0,48 %)
Axon $AXON (+2,02 %)
Cadence $CDNS (+0,58 %)
Constellation Software $CSU (+0,65 %)
Crowdstrike $CRWD (-1,24 %)
Fair Isaac $FICO (-0,39 %)
Hermes $RMS (+0,86 %)
Intuit $INTU (+0,91 %)
Intuitive Surgical $ISRG (-0,12 %)
Mastercard $MA (+0,24 %)
Meta $META (+0,68 %)
Netflix $NFLX (+1,16 %)
Microsoft $MSFT (-0,2 %)
Palantir $PLTR (-7,2 %)
Tesla $TSLA (-1 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+1,57 %)
Costco $COST (-0,01 %)
Ferrari $RACE (+2,7 %)
Moody's $MCO (+1,03 %)
MSCI $MSCI (+1,74 %)
Transdigm $TDG (+1,75 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+6,93 %)
Robinhood $HOOD (-1,73 %)
Roblox $RBLX
Shopify $SHOP (+0,02 %)
Spotify $SPOT (-0,6 %)
The Trade Desk $TTD (+1,91 %)
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?
