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 (-1.49%)
Alphabet $GOOGL (+0.59%)
Amazon $AMZN (-1.95%)
ASML $ASML (+1.67%)
Axon $AXON (-0.89%)
Cadence $CDNS (-0.85%)
Constellation Software $CSU (-1.13%)
Crowdstrike $CRWD (+0.69%)
Fair Isaac $FICO (+0.27%)
Hermes $RMS (+0.96%)
Intuit $INTU (+0.03%)
Intuitive Surgical $ISRG (+2.65%)
Mastercard $MA (-2.53%)
Meta $META (-0.3%)
Netflix $NFLX (-1.72%)
Microsoft $MSFT (-3.17%)
Palantir $PLTR (-2.66%)
Tesla $TSLA (+2.79%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-2.06%)
Costco $COST (-0.29%)
Ferrari $RACE (-1.06%)
Moody's $MCO (-0.99%)
MSCI $MSCI (-0.94%)
Transdigm $TDG (-1.41%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+0.15%)
Robinhood $HOOD (-2.19%)
Roblox $RBLX
Shopify $SHOP (+0.46%)
Spotify $SPOT (+0.26%)
The Trade Desk $TTD (-0.52%)
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?
