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?
