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 (+0,39%)
Alphabet $GOOGL (-0,82%)
Amazon $AMZN (+0,59%)
ASML $ASML (-0,42%)
Axon $AXON (-0,75%)
Cadence $CDNS (-1,22%)
Constellation Software $CSU (-1,51%)
Crowdstrike $CRWD (-4,49%)
Fair Isaac $FICO (-1,12%)
Hermes $RMS (+0,65%)
Intuit $INTU (-0,57%)
Intuitive Surgical $ISRG (-1,09%)
Mastercard $MA (-0,53%)
Meta $META (-1,28%)
Netflix $NFLX (-0,49%)
Microsoft $MSFT (-0,01%)
Palantir $PLTR (-1,57%)
Tesla $TSLA (+4,92%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-1,38%)
Costco $COST (-0,18%)
Ferrari $RACE (+1,46%)
Moody's $MCO (-0,37%)
MSCI $MSCI (-0,36%)
Transdigm $TDG (-0,97%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+1,27%)
Robinhood $HOOD (+0,27%)
Roblox $RBLX
Shopify $SHOP (-2,5%)
Spotify $SPOT (-1,45%)
The Trade Desk $TTD (+4,11%)
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?
