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 (+0,09 %)
Alphabet $GOOGL (-0,03 %)
Amazon $AMZN (+0,1 %)
ASML $ASML (-0,82 %)
Axon $AXON (-0,05 %)
Cadence $CDNS (-0,41 %)
Constellation Software $CSU (-0,82 %)
Crowdstrike $CRWD (+3,64 %)
Fair Isaac $FICO (-0,14 %)
Hermes $RMS (+0 %)
Intuit $INTU (-0,48 %)
Intuitive Surgical $ISRG (+0,09 %)
Mastercard $MA (-0,15 %)
Meta $META (+0,05 %)
Netflix $NFLX (-0,04 %)
Microsoft $MSFT (+0,02 %)
Palantir $PLTR (+0,75 %)
Tesla $TSLA (+0,17 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0,3 %)
Costco $COST (-0,17 %)
Ferrari $RACE (+2,33 %)
Moody's $MCO (+0,26 %)
MSCI $MSCI (+0,3 %)
Transdigm $TDG (+0,02 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+0,58 %)
Robinhood $HOOD (+0,6 %)
Roblox $RBLX
Shopify $SHOP (+0,16 %)
Spotify $SPOT (+0,03 %)
The Trade Desk $TTD (+0,29 %)
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?
