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 (+0,2%)
Alphabet $GOOGL (-1,21%)
Amazon $AMZN (-0,09%)
ASML $ASML (-0,4%)
Axon $AXON (-0,82%)
Cadence $CDNS (-1,36%)
Constellation Software $CSU (-2,71%)
Crowdstrike $CRWD (-4,77%)
Fair Isaac $FICO (-0,91%)
Hermes $RMS (+0,35%)
Intuit $INTU (-0,97%)
Intuitive Surgical $ISRG (-1,22%)
Mastercard $MA (-0,9%)
Meta $META (-1,37%)
Netflix $NFLX (-0,76%)
Microsoft $MSFT (-0,17%)
Palantir $PLTR (-2,92%)
Tesla $TSLA (+4,73%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-1,61%)
Costco $COST (-0,5%)
Ferrari $RACE (+0,93%)
Moody's $MCO (-0,63%)
MSCI $MSCI (-0,66%)
Transdigm $TDG (-1,93%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-0,88%)
Robinhood $HOOD (-0,43%)
Roblox $RBLX
Shopify $SHOP (-3,3%)
Spotify $SPOT (-1,29%)
The Trade Desk $TTD (+3,25%)
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?
