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 (-1,3 %)
Alphabet $GOOGL (+1,49 %)
Amazon $AMZN (+0,72 %)
ASML $ASML (-0,15 %)
Axon $AXON (-0,19 %)
Cadence $CDNS (-0,34 %)
Constellation Software $CSU (-1,93 %)
Crowdstrike $CRWD (-2,29 %)
Fair Isaac $FICO (-2,44 %)
Hermes $RMS (-1,5 %)
Intuit $INTU (+0,06 %)
Intuitive Surgical $ISRG (-2,33 %)
Mastercard $MA (-2,45 %)
Meta $META (-1,26 %)
Netflix $NFLX (-0,39 %)
Microsoft $MSFT (+0,41 %)
Palantir $PLTR (-0,11 %)
Tesla $TSLA (+1,03 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0,25 %)
Costco $COST (-0,14 %)
Ferrari $RACE (-0,85 %)
Moody's $MCO (-1,26 %)
MSCI $MSCI (-3,27 %)
Transdigm $TDG (+0,3 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-4,2 %)
Robinhood $HOOD (-0,73 %)
Roblox $RBLX
Shopify $SHOP (-2,57 %)
Spotify $SPOT (-0,26 %)
The Trade Desk $TTD (-1,86 %)
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?
