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 (-0,12 %)
Alphabet $GOOGL (-0,01 %)
Amazon $AMZN (-0,93 %)
ASML $ASML (-2,29 %)
Axon $AXON (-2,35 %)
Cadence $CDNS (-0,91 %)
Constellation Software $CSU (-0,27 %)
Crowdstrike $CRWD (-2,36 %)
Fair Isaac $FICO (+0,95 %)
Hermes $RMS (-1,89 %)
Intuit $INTU (-0,41 %)
Intuitive Surgical $ISRG (-0,46 %)
Mastercard $MA (+0,47 %)
Meta $META (-1,43 %)
Netflix $NFLX (-1,75 %)
Microsoft $MSFT (-0,99 %)
Palantir $PLTR (-1,35 %)
Tesla $TSLA (-2,12 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0,9 %)
Costco $COST (-0,15 %)
Ferrari $RACE (-0,73 %)
Moody's $MCO (-0,29 %)
MSCI $MSCI (-0,17 %)
Transdigm $TDG (-0,36 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-2,23 %)
Robinhood $HOOD (-0,91 %)
Roblox $RBLX
Shopify $SHOP (-0,88 %)
Spotify $SPOT (-1,29 %)
The Trade Desk $TTD (-1,2 %)
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?
