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 (-2,76 %)
Alphabet $GOOGL (-3,4 %)
Amazon $AMZN (-5,92 %)
ASML $ASML (-5,06 %)
Axon $AXON (-4,73 %)
Cadence $CDNS (-9,81 %)
Constellation Software $CSU (-0,41 %)
Crowdstrike $CRWD (-4,63 %)
Fair Isaac $FICO (-2,99 %)
Hermes $RMS (-3,96 %)
Intuit $INTU (-2 %)
Intuitive Surgical $ISRG (-4,16 %)
Mastercard $MA (-2,02 %)
Meta $META (-5,02 %)
Netflix $NFLX (-2,08 %)
Microsoft $MSFT (-3,3 %)
Palantir $PLTR (-7,09 %)
Tesla $TSLA (-6,86 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0,36 %)
Costco $COST (-2,05 %)
Ferrari $RACE (-3,78 %)
Moody's $MCO (-2,16 %)
MSCI $MSCI (-2,55 %)
Transdigm $TDG (-0,29 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-8,47 %)
Robinhood $HOOD (-9,88 %)
Roblox $RBLX
Shopify $SHOP (-9,54 %)
Spotify $SPOT (+1 %)
The Trade Desk $TTD (-5,03 %)
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?
