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 (+0,29%)
Alphabet $GOOGL (-1,98%)
Amazon $AMZN (+0,25%)
ASML $ASML (-0,08%)
Axon $AXON (+2,31%)
Cadence $CDNS (+3,35%)
Constellation Software $CSU (+0,32%)
Crowdstrike $CRWD (+2,47%)
Fair Isaac $FICO (+1,22%)
Hermes $RMS (-0,06%)
Intuit $INTU (+0,22%)
Intuitive Surgical $ISRG (+1,9%)
Mastercard $MA (-0,21%)
Meta $META (+0,53%)
Netflix $NFLX (+0,35%)
Microsoft $MSFT (+1,32%)
Palantir $PLTR (+4,68%)
Tesla $TSLA (+10,24%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0,21%)
Costco $COST (+0,14%)
Ferrari $RACE (+1,1%)
Moody's $MCO (+0,1%)
MSCI $MSCI (+1,01%)
Transdigm $TDG (+0,92%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-0,04%)
Robinhood $HOOD (+1,7%)
Roblox $RBLX
Shopify $SHOP (+2,12%)
Spotify $SPOT (+2,68%)
The Trade Desk $TTD (-0,15%)
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?