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The W.
@thewolfofallstreetz
1Sem.·

Time to buy: My top 30 companies that I am particularly looking at in the current crash

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 (+1,41 %)

Alphabet $GOOGL (-1,34 %)

Amazon $AMZN (-0,36 %)

ASML $ASML (+0,02 %)

Axon $AXON (-2,03 %)

Cadence $CDNS (+0,52 %)

Constellation Software $CSU (-0,67 %)

Crowdstrike $CRWD (-0,45 %)

Fair Isaac $FICO (+0,61 %)

Hermes $RMS (-2,4 %)

Intuit $INTU (+0,36 %)

Intuitive Surgical $ISRG (+0,69 %)

Mastercard $MA (+1,7 %)

Meta $META (+0,27 %)

Netflix $NFLX (+3,89 %)

Microsoft $MSFT (-0,72 %)

Palantir $PLTR (+2,14 %)

Tesla $TSLA (+0,65 %)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (+0,85 %)

Costco $COST (+2,66 %)

Ferrari $RACE (+1,57 %)

Moody's $MCO (-0,03 %)

MSCI $MSCI (+0,94 %)

Transdigm $TDG (+0,23 %)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (+1,78 %)

Robinhood $HOOD (+1,71 %)

Roblox $RBLX

Shopify $SHOP (+0,64 %)

Spotify $SPOT (+3,13 %)

The Trade Desk $TTD (+3,78 %)


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?

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34 Commentaires
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Lord P.@lordprettylambo
1Sem.
Time to go shopping!
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Voir toutes les 3 autres réponses
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Charmin@Charmin
1Sem.
Why is $NVDA not a candidate for high quality and growth for you, but $TSLA is?

Question for a friend. :-D
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Voir toutes les 4 autres réponses
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Hennington Research@HennRes
1Sem.
Be careful with $TSLA
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Rui@fund_whisperer_664
1Sem.
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Afficher la réponse
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~ S.@Semos25
1Sem.
I finally got into Tesla but only in installments
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The W.@thewolfofallstreetz
1Sem.
@Semos25 Solid level, more and more interesting under €200
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~ S.@Semos25
1Sem.
@thewolfofallstreetz Yes, I got in at 199 euros 😂
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~ S.@Semos25
1Sem.
@thewolfofallstreetz Many people don't think much of elon, but everyone should have Tesla in their portfolio. Whether as a trade or for the long term (personal opinion)
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The W.@thewolfofallstreetz
1Sem.
@Semos25 You will enjoy it in the long term
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Christian@Helli
1Sem.
@Semos25 Frankly, I no longer understand the hype about Tesla (today!). Back then, the technology was leading; today it's outdated.

Model series: With the exception of the Cyber Truck, there are no new models. Just a facelift (and of course changes to the software).

Cyber Truck: All the reports I've heard indicate that the thing is, simply put, crap. Parts fall off, safety poor, poor build quality, etc.).

Autonomous driving: Heaps of accidents and outdated technology to boot --> based purely on camera systems. This leads to the car not noticing anything in fog, rain or (there is a nice YouTube video on this) a wall painted with a road and not recognizing obstacles. (https://www.youtube.com/shorts/U1MigIJXJx8 is also available as a long video)

Tesla robot: Technically lags behind the latest model from Boston Dynamics. So far, the thing has been controlled remotely during presentations. (https://www.youtube.com/watch?v=I44_zbEwz_w)

Tesla Robotaxi: During the presentation, the vehicle was controlled remotely (door open / door closed / drive off ..). Only the defined and demarcated route was driven autonomously.

Tesla Semi: Should have gone into mass production years ago ... in the meantime there is at least an empty factory in which the three demonstration models are driving around.

CEO: Everyone can form their own opinion, but I'm through with him. He lies constantly and makes promises that are rarely or never true. Plus his political stance, no thanks.

Nevertheless, I hope that your investment pays off :-). I have never and will never put them in my portfolio.
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Hajo@Hajo
1Sem.
You forgot $APP 🤩
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The W.@thewolfofallstreetz
1Sem.
@Hajo Why? What is your investment case for $APP?
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Jopi@Jayjay4321
1Sem.
I suggest not buying at all - fortunately I sold all US titles before the customs announcement.
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The W.@thewolfofallstreetz
1Sem.
@Jayjay4321 What stocks did you have? So never again US stocks or what is your plan?
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investment_guru_2035@investment_guru_2035
1Sem.
I added Axon and Trade Desk to my portfolio today. Seven other stocks on your list are already waiting there.
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The W.@thewolfofallstreetz
1Sem.
@investment_guru_2035 Congratulations! I still haven't found a way to get started with Axon.
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investment_guru_2035@investment_guru_2035
1Sem.
@thewolfofallstreetz I just took it now at 390€ ;-)
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market_expert_gbtws@market_expert_gbtws
1Sem.
Time to Do Nothing!!!!!!
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The W.@thewolfofallstreetz
1Sem.
@market_expert_gbtws Right, let's wait for new all-time highs to buy
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Silas W.@DynasticGrind
1Sem.
This time I will have to stay on the sidelines for the most part. I'm almost "all in", but in good conscience that there will be a few more opportunities. Maybe not in the foreseeable future, maybe already.

However, the plummeting oil price has revealed a certain heavyweight in the portfolio.
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Heiko G.@Ozzel
1Sem.
No Rheinmetall among them? Has been growing for weeks, even where everyone is going down. Deutsche Telekom is holding steady. I'm in with ASML.
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The W.@thewolfofallstreetz
1Sem.
@wealth_maximizer_pwcfo Looking for quality + growth, Deutsche Telekom is growing too slowly for me. How much growth is already priced into Rheinmetall?
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Heiko G.@Ozzel
1Sem.
Yes Telekom would certainly be for your Tier 3 - I can't answer the question about Rheinmetall, I bought about 8 weeks ago, had a small kink recently, but will continue to grow, the BW order was very large, they are also planning a partnership tank project with the French and a third party
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Patschke6686@Patschke6686
3J
@thewolfofallstreetz what do you think of $CTAS? isn't it also a blatant endurance runner?
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The W.@thewolfofallstreetz
3J
@Patschke6686 The fundamentals look good at first glance, but I need to take a closer look at the company and its quality before I can form an opinion. Do you have them in your portfolio?
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Patschke6686@Patschke6686
3J
@thewolfofallstreetz not yet, but I'm thinking about getting involved. I would say it's a stable business model. They are service providers for workwear. Maybe not so susceptible to the whole customs issue.
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