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The W.
@thewolfofallstreetz
1Anno·

Time to buy: My top 30 companies that I am particularly looking at in the current crash

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 (+1,32%)

Alphabet $GOOGL (+2,52%)

Amazon $AMZN (+1,98%)

ASML $ASML (+5,23%)

Axon $AXON (-6,46%)

Cadence $CDNS (+4,01%)

Constellation Software $CSU (+0,45%)

Crowdstrike $CRWD (+0,15%)

Fair Isaac $FICO (+1,04%)

Hermes $RMS (-0,48%)

Intuit $INTU (-2,1%)

Intuitive Surgical $ISRG (-1,32%)

Mastercard $MA (+0,17%)

Meta $META (+3,1%)

Netflix $NFLX (-1,34%)

Microsoft $MSFT (+1,13%)

Palantir $PLTR (+5,57%)

Tesla $TSLA (+6,12%)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (-2,67%)

Costco $COST (-0,21%)

Ferrari $RACE (-0,8%)

Moody's $MCO (-1,09%)

MSCI $MSCI (-1,57%)

Transdigm $TDG (+1,7%)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (+9,93%)

Robinhood $HOOD (+4,98%)

Roblox $RBLX (+5,49%)

Shopify $SHOP (+5,49%)

Spotify $SPOT (-0,55%)

The Trade Desk $TTD (+2,42%)


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?

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32 Commenti
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Charmin@Charmin
1Anno
Why is $NVDA not a candidate for high quality and growth for you, but $TSLA is?

Question for a friend. :-D
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The W.@thewolfofallstreetz
1Anno
@Charmin They are a Tier 1 candidate and I think they will do well in the next few years. However, I personally find it difficult to build up a large position because many parameters in their business are difficult for me to predict and for a large position I have to understand the business well and need 100% conviction. So far I have covered Nvidia indirectly via ETFs. But I'm happy to be convinced by an individual position, especially if the risk/reward makes them so attractive that they can no longer be ignored.
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Charmin@Charmin
1Anno
@thewolfofallstreetz And with the other titles (such as Palantir, Tesla) can you predict the business?
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The W.@thewolfofallstreetz
1Anno
@Charmin What will their data center segment look like in 10 years? How many GPUs will Nvidia be able to sell in 10 years and at what price? I don't have a satisfactory answer yet that tells me how much I want to pay for it today. Do you?
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Charmin@Charmin
1Anno
@thewolfofallstreetz at least I have a much better idea than when FSD is coming :)

Despite its impressive performance, AI is still in its infancy. With growing demands (scope, speed, type of tokens), tens of times more computing power will be required.

But at the same time, this is the case: The demand will increase with better computing power: If I can suddenly make entire movies, for example, then people will want that.
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Hennington Global@HenningtonGlobal
1Anno
Be careful with $TSLA
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~ S.@Semos25
1Anno
I finally got into Tesla but only in installments
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The W.@thewolfofallstreetz
1Anno
@Semos25 Solid level, more and more interesting under €200
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~ S.@Semos25
1Anno
@thewolfofallstreetz Yes, I got in at 199 euros 😂
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~ S.@Semos25
1Anno
@thewolfofallstreetz Many people don't think much of elon, but everyone should have Tesla in their portfolio. Whether as a trade or for the long term (personal opinion)
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The W.@thewolfofallstreetz
1Anno
@Semos25 You will enjoy it in the long term
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Hajo@Hajo
1Anno
You forgot $APP 🤩
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The W.@thewolfofallstreetz
1Anno
@Hajo Why? What is your investment case for $APP?
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Jopi@Jayjay4321
1Anno
I suggest not buying at all - fortunately I sold all US titles before the customs announcement.
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The W.@thewolfofallstreetz
1Anno
@Jayjay4321 What stocks did you have? So never again US stocks or what is your plan?
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Jakob C.@Creutzfeldt_Jakob
1Anno
I added Axon and Trade Desk to my portfolio today. Seven other stocks on your list are already waiting there.
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The W.@thewolfofallstreetz
1Anno
@investment_guru_2035 Congratulations! I still haven't found a way to get started with Axon.
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Jakob C.@Creutzfeldt_Jakob
1Anno
@thewolfofallstreetz I just took it now at 390€ ;-)
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market_expert_gbtws@market_expert_gbtws
1Anno
Time to Do Nothing!!!!!!
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The W.@thewolfofallstreetz
1Anno
@market_expert_gbtws Right, let's wait for new all-time highs to buy
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Silas@DynasticGrind
1Anno
This time I will have to stay on the sidelines for the most part. I'm almost "all in", but in good conscience that there will be a few more opportunities. Maybe not in the foreseeable future, maybe already.

However, the plummeting oil price has revealed a certain heavyweight in the portfolio.
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Ozzel@Ozzel
1Anno
No Rheinmetall among them? Has been growing for weeks, even where everyone is going down. Deutsche Telekom is holding steady. I'm in with ASML.
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The W.@thewolfofallstreetz
1Anno
@wealth_maximizer_pwcfo Looking for quality + growth, Deutsche Telekom is growing too slowly for me. How much growth is already priced into Rheinmetall?
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Ozzel@Ozzel
1Anno
Yes Telekom would certainly be for your Tier 3 - I can't answer the question about Rheinmetall, I bought about 8 weeks ago, had a small kink recently, but will continue to grow, the BW order was very large, they are also planning a partnership tank project with the French and a third party
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Patschke6686@Patschke6686
1Anno
@thewolfofallstreetz what do you think of $CTAS? isn't it also a blatant endurance runner?
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The W.@thewolfofallstreetz
1Anno
@Patschke6686 The fundamentals look good at first glance, but I need to take a closer look at the company and its quality before I can form an opinion. Do you have them in your portfolio?
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Patschke6686@Patschke6686
1Anno
@thewolfofallstreetz not yet, but I'm thinking about getting involved. I would say it's a stable business model. They are service providers for workwear. Maybe not so susceptible to the whole customs issue.
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Lks_PT-BR@LKS_PT-BR
1Anno
Thanks!
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1Anno
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Tim G.@equity_enthusiast_2103
1Anno
@lordprettylambo What are you buying?
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1Anno
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The W.@thewolfofallstreetz
1Anno
@fund_whisperer_664 Solid company
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