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 (+3,53%)
Alphabet $GOOGL (+3,98%)
Amazon $AMZN (+3,59%)
ASML $ASML (+1,26%)
Axon $AXON (+2,02%)
Cadence $CDNS (+0,12%)
Constellation Software $CSU (+0,08%)
Crowdstrike $CRWD (+2,04%)
Fair Isaac $FICO (+0,63%)
Hermes $RMS (-0,04%)
Intuit $INTU (+0,96%)
Intuitive Surgical $ISRG (+0,24%)
Mastercard $MA (+1,49%)
Meta $META (+2,82%)
Netflix $NFLX (-0,38%)
Microsoft $MSFT (+0,93%)
Palantir $PLTR (+7,48%)
Tesla $TSLA (+6,14%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+1,21%)
Costco $COST (+0,7%)
Ferrari $RACE (+0,93%)
Moody's $MCO (+0,27%)
MSCI $MSCI (+1,28%)
Transdigm $TDG (+1,94%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+8,82%)
Robinhood $HOOD (+5,09%)
Roblox $RBLX
Shopify $SHOP (+7%)
Spotify $SPOT (+0,43%)
The Trade Desk $TTD (+1,16%)
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?