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?