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 (-2,15%)
Amazon $AMZN (+0,31%)
ASML $ASML (+0,17%)
Axon $AXON (+0,24%)
Cadence $CDNS (+1,18%)
Constellation Software $CSU (-1,17%)
Crowdstrike $CRWD (+1,16%)
Fair Isaac $FICO (+0,41%)
Hermes $RMS (-0,89%)
Intuit $INTU (+0,8%)
Intuitive Surgical $ISRG (-0,22%)
Mastercard $MA (-1,86%)
Meta $META (+3,08%)
Netflix $NFLX (+0,24%)
Microsoft $MSFT (-0,38%)
Palantir $PLTR (-0,23%)
Tesla $TSLA (-1,82%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0,49%)
Costco $COST (+0,58%)
Ferrari $RACE (-0,64%)
Moody's $MCO (-0,72%)
MSCI $MSCI (-0,8%)
Transdigm $TDG (-1,83%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-0,65%)
Robinhood $HOOD (+2,04%)
Roblox $RBLX
Shopify $SHOP (-1,29%)
Spotify $SPOT (+0,08%)
The Trade Desk $TTD (-1,33%)
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?
