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 (-0,3%)
Alphabet $GOOGL (+0,01%)
Amazon $AMZN (-0,02%)
ASML $ASML (-1,64%)
Axon $AXON (-0,56%)
Cadence $CDNS (-0,09%)
Constellation Software $CSU (-0,73%)
Crowdstrike $CRWD (+0,06%)
Fair Isaac $FICO (-0,04%)
Hermes $RMS (-0,28%)
Intuit $INTU (-0,24%)
Intuitive Surgical $ISRG (+0,05%)
Mastercard $MA (-0,35%)
Meta $META (+0,02%)
Netflix $NFLX (-0,39%)
Microsoft $MSFT (-0,13%)
Palantir $PLTR (-1,42%)
Tesla $TSLA (-0,53%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0,28%)
Costco $COST (+0,06%)
Ferrari $RACE (-0,31%)
Moody's $MCO (-0,26%)
MSCI $MSCI (-0,22%)
Transdigm $TDG (-1,1%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-0,89%)
Robinhood $HOOD (-2,42%)
Roblox $RBLX
Shopify $SHOP (-2,63%)
Spotify $SPOT (-0,26%)
The Trade Desk $TTD (-0,01%)
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?
