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 (+0,42 %)
Alphabet $GOOGL (+0,44 %)
Amazon $AMZN (+0,47 %)
ASML $ASML (+1,38 %)
Axon $AXON (-0,25 %)
Cadence $CDNS (+0,79 %)
Constellation Software $CSU (-1,07 %)
Crowdstrike $CRWD (+0,35 %)
Fair Isaac $FICO (+0,43 %)
Hermes $RMS (+0,16 %)
Intuit $INTU (+0,29 %)
Intuitive Surgical $ISRG (+0,35 %)
Mastercard $MA (-0,04 %)
Meta $META (+0,63 %)
Netflix $NFLX (+0,46 %)
Microsoft $MSFT (+0,38 %)
Palantir $PLTR (+1,35 %)
Tesla $TSLA (+1,61 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0,27 %)
Costco $COST (+0,55 %)
Ferrari $RACE (-0,33 %)
Moody's $MCO (-0,31 %)
MSCI $MSCI (+0,37 %)
Transdigm $TDG (+0,62 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+0,61 %)
Robinhood $HOOD (-0,12 %)
Roblox $RBLX
Shopify $SHOP (+0,39 %)
Spotify $SPOT (+0,06 %)
The Trade Desk $TTD (+0,05 %)
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?
