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 (+7,28 %)
Alphabet $GOOGL (+4,09 %)
Amazon $AMZN (+9,11 %)
ASML $ASML (+5,47 %)
Axon $AXON (+1,33 %)
Cadence $CDNS (+3,25 %)
Constellation Software $CSU (+1,23 %)
Crowdstrike $CRWD (+5,03 %)
Fair Isaac $FICO (+3,13 %)
Hermes $RMS (+3,04 %)
Intuit $INTU (+3,06 %)
Intuitive Surgical $ISRG (+4,65 %)
Mastercard $MA (+1,86 %)
Meta $META (+7,71 %)
Netflix $NFLX (-0,94 %)
Microsoft $MSFT (+2,27 %)
Palantir $PLTR (+1,41 %)
Tesla $TSLA (+7,31 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+2,14 %)
Costco $COST (+0,8 %)
Ferrari $RACE (+0,79 %)
Moody's $MCO (+3,37 %)
MSCI $MSCI (+2,44 %)
Transdigm $TDG (+1,88 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+11,8 %)
Robinhood $HOOD (+6,35 %)
Roblox $RBLX
Shopify $SHOP (+12,89 %)
Spotify $SPOT (-4,68 %)
The Trade Desk $TTD (+11,72 %)
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?
