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 (+1,76 %)
Alphabet $GOOGL (+0,98 %)
Amazon $AMZN (+1,32 %)
ASML $ASML (+1,15 %)
Axon $AXON (+1,11 %)
Cadence $CDNS (+1,57 %)
Constellation Software $CSU (+3,59 %)
Crowdstrike $CRWD (-0,64 %)
Fair Isaac $FICO (+1,18 %)
Hermes $RMS (-0,49 %)
Intuit $INTU (+2,5 %)
Intuitive Surgical $ISRG (+0,89 %)
Mastercard $MA (-0,64 %)
Meta $META (-0,64 %)
Netflix $NFLX (+1,51 %)
Microsoft $MSFT (+1,29 %)
Palantir $PLTR (+3,71 %)
Tesla $TSLA (+1,74 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0,33 %)
Costco $COST (+0,28 %)
Ferrari $RACE (-1,14 %)
Moody's $MCO (+0,44 %)
MSCI $MSCI (+0,38 %)
Transdigm $TDG (-0,23 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+4,27 %)
Robinhood $HOOD (+1,66 %)
Roblox $RBLX
Shopify $SHOP (+2,05 %)
Spotify $SPOT (+1,04 %)
The Trade Desk $TTD (-0,25 %)
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?
