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 %)
Alphabet $GOOGL (-3,46 %)
Amazon $AMZN (-2,35 %)
ASML $ASML (-3,69 %)
Axon $AXON (-2,85 %)
Cadence $CDNS (-3,82 %)
Constellation Software $CSU (+0,62 %)
Crowdstrike $CRWD (-3,05 %)
Fair Isaac $FICO (+1,03 %)
Hermes $RMS (-0,16 %)
Intuit $INTU (-0,38 %)
Intuitive Surgical $ISRG (-0,67 %)
Mastercard $MA (+1,21 %)
Meta $META (-1,55 %)
Netflix $NFLX (+0,45 %)
Microsoft $MSFT (-0,32 %)
Palantir $PLTR (-2,82 %)
Tesla $TSLA (+1,52 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0,42 %)
Costco $COST (+0,57 %)
Ferrari $RACE (+0,71 %)
Moody's $MCO (+0,19 %)
MSCI $MSCI (+1,92 %)
Transdigm $TDG (-0,27 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-1,33 %)
Robinhood $HOOD (-4,27 %)
Roblox $RBLX
Shopify $SHOP (-0,63 %)
Spotify $SPOT (-0,53 %)
The Trade Desk $TTD (-1,3 %)
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?
