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 (+1,28 %)
Alphabet $GOOGL (-0,26 %)
Amazon $AMZN (-0,82 %)
ASML $ASML (-0,58 %)
Axon $AXON (+0,09 %)
Cadence $CDNS (-0,4 %)
Constellation Software $CSU (-1,31 %)
Crowdstrike $CRWD (+0,63 %)
Fair Isaac $FICO (+0,53 %)
Hermes $RMS (+0,12 %)
Intuit $INTU (+2,42 %)
Intuitive Surgical $ISRG (+0,1 %)
Mastercard $MA (+1,7 %)
Meta $META (+0,21 %)
Netflix $NFLX (+2,65 %)
Microsoft $MSFT (+0,41 %)
Palantir $PLTR (-0,68 %)
Tesla $TSLA (+1,17 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+1,24 %)
Costco $COST (+1,37 %)
Ferrari $RACE (-1,85 %)
Moody's $MCO (+0,99 %)
MSCI $MSCI (+2,03 %)
Transdigm $TDG (-0,32 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+0,07 %)
Robinhood $HOOD (+1,35 %)
Roblox $RBLX
Shopify $SHOP (+0,95 %)
Spotify $SPOT (+0,67 %)
The Trade Desk $TTD (+0,86 %)
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?
