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 (+3,66 %)
Alphabet $GOOGL (-0,22 %)
Amazon $AMZN (-0,25 %)
ASML $ASML (-0,26 %)
Axon $AXON (+1,31 %)
Cadence $CDNS (-1,78 %)
Constellation Software $CSU (+5,17 %)
Crowdstrike $CRWD (-2,63 %)
Fair Isaac $FICO (+6,85 %)
Hermes $RMS (+3,78 %)
Intuit $INTU (+6,44 %)
Intuitive Surgical $ISRG (+1,93 %)
Mastercard $MA (+1,5 %)
Meta $META (-1,01 %)
Netflix $NFLX (+2,29 %)
Microsoft $MSFT (+0,19 %)
Palantir $PLTR (-0,35 %)
Tesla $TSLA (-1,87 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+2,66 %)
Costco $COST (-0,53 %)
Ferrari $RACE (+2,28 %)
Moody's $MCO (+3,35 %)
MSCI $MSCI (+2,03 %)
Transdigm $TDG (+1,46 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+4,71 %)
Robinhood $HOOD (+1,96 %)
Roblox $RBLX (+6,35 %)
Shopify $SHOP (+2,69 %)
Spotify $SPOT (+1,29 %)
The Trade Desk $TTD (+7,22 %)
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?
