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 (+1,75%)
Alphabet $GOOGL (+0,99%)
Amazon $AMZN (+1,32%)
ASML $ASML (+1,15%)
Axon $AXON (+1,11%)
Cadence $CDNS (+1,57%)
Constellation Software $CSU (+3,59%)
Crowdstrike $CRWD (-0,64%)
Fair Isaac $FICO (+1,18%)
Hermes $RMS (-0,49%)
Intuit $INTU (+2,5%)
Intuitive Surgical $ISRG (+0,89%)
Mastercard $MA (-0,64%)
Meta $META (-0,66%)
Netflix $NFLX (+1,51%)
Microsoft $MSFT (+1,29%)
Palantir $PLTR (+3,71%)
Tesla $TSLA (+1,79%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0,32%)
Costco $COST (+0,27%)
Ferrari $RACE (-1,14%)
Moody's $MCO (+0,44%)
MSCI $MSCI (+0,38%)
Transdigm $TDG (-0,23%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+4,24%)
Robinhood $HOOD (+1,66%)
Roblox $RBLX
Shopify $SHOP (+2,03%)
Spotify $SPOT (+0,9%)
The Trade Desk $TTD (-0,25%)
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?
