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 (-1,3%)
Alphabet $GOOGL (+1,49%)
Amazon $AMZN (+0,72%)
ASML $ASML (-0,15%)
Axon $AXON (-0,19%)
Cadence $CDNS (-0,34%)
Constellation Software $CSU (-1,93%)
Crowdstrike $CRWD (-2,29%)
Fair Isaac $FICO (-2,44%)
Hermes $RMS (-1,5%)
Intuit $INTU (+0,06%)
Intuitive Surgical $ISRG (-2,33%)
Mastercard $MA (-2,45%)
Meta $META (-1,26%)
Netflix $NFLX (-0,39%)
Microsoft $MSFT (+0,41%)
Palantir $PLTR (-0,11%)
Tesla $TSLA (+1,03%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0,25%)
Costco $COST (-0,14%)
Ferrari $RACE (-0,85%)
Moody's $MCO (-1,26%)
MSCI $MSCI (-3,27%)
Transdigm $TDG (+0,3%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-4,2%)
Robinhood $HOOD (-0,73%)
Roblox $RBLX
Shopify $SHOP (-2,57%)
Spotify $SPOT (-0,26%)
The Trade Desk $TTD (-1,86%)
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?
