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 (+0,41%)
Alphabet $GOOGL (+0,7%)
Amazon $AMZN (+0,51%)
ASML $ASML (-0,43%)
Axon $AXON (+1,09%)
Cadence $CDNS (+0,2%)
Constellation Software $CSU (+0,27%)
Crowdstrike $CRWD (+0,27%)
Fair Isaac $FICO (+0,28%)
Hermes $RMS (-1,17%)
Intuit $INTU (+0,1%)
Intuitive Surgical $ISRG (+0,88%)
Mastercard $MA (-0,03%)
Meta $META (+0,48%)
Netflix $NFLX (+0,4%)
Microsoft $MSFT (+0,38%)
Palantir $PLTR (+0,36%)
Tesla $TSLA (+0,83%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0,15%)
Costco $COST (+0,28%)
Ferrari $RACE (+1,01%)
Moody's $MCO (-0,12%)
MSCI $MSCI (+0,41%)
Transdigm $TDG (+0,21%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+0,17%)
Robinhood $HOOD (+0,93%)
Roblox $RBLX
Shopify $SHOP (-0,44%)
Spotify $SPOT (+0,68%)
The Trade Desk $TTD (+0,39%)
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?
