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 (+0,92%)
Alphabet $GOOGL (+2,14%)
Amazon $AMZN (+2,02%)
ASML $ASML (+0,46%)
Axon $AXON (+2,14%)
Cadence $CDNS (+3,48%)
Constellation Software $CSU (+1,42%)
Crowdstrike $CRWD (+0,65%)
Fair Isaac $FICO (+2,45%)
Hermes $RMS (-0,95%)
Intuit $INTU (+2,02%)
Intuitive Surgical $ISRG (-0,25%)
Mastercard $MA (+0,17%)
Meta $META (+0,17%)
Netflix $NFLX (-0,76%)
Microsoft $MSFT (+0,74%)
Palantir $PLTR (+2,25%)
Tesla $TSLA (-2,38%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0,11%)
Costco $COST (-0,73%)
Ferrari $RACE (+1,28%)
Moody's $MCO (+1,38%)
MSCI $MSCI (+1,21%)
Transdigm $TDG (+0,17%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+2,69%)
Robinhood $HOOD (+3,35%)
Roblox $RBLX
Shopify $SHOP (+3,7%)
Spotify $SPOT (-1,26%)
The Trade Desk $TTD (+1,04%)
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?

