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 (-0,38%)
Alphabet $GOOGL (-2,33%)
Amazon $AMZN (-1,93%)
ASML $ASML (-1,11%)
Axon $AXON (-6,46%)
Cadence $CDNS (-1%)
Constellation Software $CSU (-3,1%)
Crowdstrike $CRWD (-6,72%)
Fair Isaac $FICO (-0,36%)
Hermes $RMS (-0,8%)
Intuit $INTU (-1,46%)
Intuitive Surgical $ISRG (-0,56%)
Mastercard $MA (-0,13%)
Meta $META (-3,46%)
Netflix $NFLX (-2,93%)
Microsoft $MSFT (-1,82%)
Palantir $PLTR (-7,51%)
Tesla $TSLA (-2,72%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-1,73%)
Costco $COST (+0,73%)
Ferrari $RACE (-0,39%)
Moody's $MCO (-0,12%)
MSCI $MSCI (-1,21%)
Transdigm $TDG (+0,4%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-4,04%)
Robinhood $HOOD (-4,18%)
Roblox $RBLX (-2,21%)
Shopify $SHOP (-4,93%)
Spotify $SPOT (+0%)
The Trade Desk $TTD (-6,39%)
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?
