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 (+0,42%)
Alphabet $GOOGL (+0,44%)
Amazon $AMZN (+0,47%)
ASML $ASML (+1,38%)
Axon $AXON (-0,25%)
Cadence $CDNS (+0,79%)
Constellation Software $CSU (-1,07%)
Crowdstrike $CRWD (+0,35%)
Fair Isaac $FICO (+0,43%)
Hermes $RMS (+0,16%)
Intuit $INTU (+0,29%)
Intuitive Surgical $ISRG (+0,35%)
Mastercard $MA (-0,04%)
Meta $META (+0,63%)
Netflix $NFLX (+0,46%)
Microsoft $MSFT (+0,38%)
Palantir $PLTR (+1,35%)
Tesla $TSLA (+1,61%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0,27%)
Costco $COST (+0,55%)
Ferrari $RACE (-0,33%)
Moody's $MCO (-0,31%)
MSCI $MSCI (+0,37%)
Transdigm $TDG (+0,62%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+0,61%)
Robinhood $HOOD (-0,12%)
Roblox $RBLX
Shopify $SHOP (+0,39%)
Spotify $SPOT (+0,06%)
The Trade Desk $TTD (+0,05%)
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?
