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 (-2,87%)
Alphabet $GOOGL (-2,72%)
Amazon $AMZN (-3,88%)
ASML $ASML (-6,69%)
Axon $AXON (-2,05%)
Cadence $CDNS (-2,83%)
Constellation Software $CSU (+1,19%)
Crowdstrike $CRWD (-4,62%)
Fair Isaac $FICO (-2,2%)
Hermes $RMS (-0,36%)
Intuit $INTU (-1,23%)
Intuitive Surgical $ISRG (-2,63%)
Mastercard $MA (-1,63%)
Meta $META (-4,54%)
Netflix $NFLX (-2,52%)
Microsoft $MSFT (-4,55%)
Palantir $PLTR (-7,47%)
Tesla $TSLA (-6,3%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-2,5%)
Costco $COST (-1,43%)
Ferrari $RACE (-1,23%)
Moody's $MCO (-3,14%)
MSCI $MSCI (-3,45%)
Transdigm $TDG (-2,86%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-9,62%)
Robinhood $HOOD (-8,58%)
Roblox $RBLX
Shopify $SHOP (-1,11%)
Spotify $SPOT (-2,39%)
The Trade Desk $TTD (-2,09%)
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?
