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 (-5,04 %)
Alphabet $GOOGL (-2,86 %)
Amazon $AMZN (-7,55 %)
ASML $ASML (-2,1 %)
Axon $AXON (-3,26 %)
Cadence $CDNS (-3,72 %)
Constellation Software $CSU (-2,31 %)
Crowdstrike $CRWD (-3,3 %)
Fair Isaac $FICO (-5,96 %)
Hermes $RMS (-3,58 %)
Intuit $INTU (-2,58 %)
Intuitive Surgical $ISRG (-1,69 %)
Mastercard $MA (-2,45 %)
Meta $META (-4,37 %)
Netflix $NFLX (-1,71 %)
Microsoft $MSFT (-3,8 %)
Palantir $PLTR (-3,82 %)
Tesla $TSLA (-3,11 %)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-3,64 %)
Costco $COST (-0,18 %)
Ferrari $RACE (-3,31 %)
Moody's $MCO (-4,28 %)
MSCI $MSCI (-2,28 %)
Transdigm $TDG (-2,96 %)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-5,99 %)
Robinhood $HOOD (-4,23 %)
Roblox $RBLX
Shopify $SHOP (-4,46 %)
Spotify $SPOT (-1,68 %)
The Trade Desk $TTD (-2,01 %)
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?
