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 (+0,21%)
Alphabet $GOOGL (-0,39%)
Amazon $AMZN (-0,39%)
ASML $ASML (-0,6%)
Axon $AXON (-0,03%)
Cadence $CDNS (+0,12%)
Constellation Software $CSU (-0,73%)
Crowdstrike $CRWD (-0,27%)
Fair Isaac $FICO (+0,02%)
Hermes $RMS (-1,24%)
Intuit $INTU (-0,44%)
Intuitive Surgical $ISRG (+0,29%)
Mastercard $MA (-0,17%)
Meta $META (-0,37%)
Netflix $NFLX (-0,41%)
Microsoft $MSFT (-0,29%)
Palantir $PLTR (-0,99%)
Tesla $TSLA (-0,84%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0,37%)
Costco $COST (-0,13%)
Ferrari $RACE (-0,38%)
Moody's $MCO (-0,31%)
MSCI $MSCI (-0,07%)
Transdigm $TDG (-0,23%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-0,94%)
Robinhood $HOOD (-0,93%)
Roblox $RBLX
Shopify $SHOP (-0,54%)
Spotify $SPOT (-0,17%)
The Trade Desk $TTD (-0,8%)
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?
