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 (+0,37%)
Alphabet $GOOGL (-0,17%)
Amazon $AMZN (-0,12%)
ASML $ASML (-0,23%)
Axon $AXON (+0,66%)
Cadence $CDNS (+0,04%)
Constellation Software $CSU (-0,31%)
Crowdstrike $CRWD (+0,27%)
Fair Isaac $FICO (-0,03%)
Hermes $RMS (+0,12%)
Intuit $INTU (+0%)
Intuitive Surgical $ISRG (-0,17%)
Mastercard $MA (-0,16%)
Meta $META (+0,27%)
Netflix $NFLX (-0,22%)
Microsoft $MSFT (-0,01%)
Palantir $PLTR (-0,14%)
Tesla $TSLA (+0,12%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+1,22%)
Costco $COST (-0,03%)
Ferrari $RACE (+1,21%)
Moody's $MCO (-0,13%)
MSCI $MSCI (+0,04%)
Transdigm $TDG (-0,09%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-0,06%)
Robinhood $HOOD (-0,56%)
Roblox $RBLX
Shopify $SHOP (+0,01%)
Spotify $SPOT (+0,4%)
The Trade Desk $TTD (+0,12%)
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?
