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 (-2,07%)
Alphabet $GOOGL (-1,02%)
Amazon $AMZN (-1,48%)
ASML $ASML (-0,08%)
Axon $AXON (+0,53%)
Cadence $CDNS (+0,07%)
Constellation Software $CSU (+0,08%)
Crowdstrike $CRWD (+1,37%)
Fair Isaac $FICO (-0,13%)
Hermes $RMS (+1,07%)
Intuit $INTU (+0,95%)
Intuitive Surgical $ISRG (+1,31%)
Mastercard $MA (+1,23%)
Meta $META (+0,13%)
Netflix $NFLX (+0,86%)
Microsoft $MSFT (+0,06%)
Palantir $PLTR (+2,07%)
Tesla $TSLA (-1,64%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+0,45%)
Costco $COST (-0,24%)
Ferrari $RACE (-0,78%)
Moody's $MCO (+1,89%)
MSCI $MSCI (-0,56%)
Transdigm $TDG (+1,19%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+0,67%)
Robinhood $HOOD (+11,63%)
Roblox $RBLX
Shopify $SHOP (+1,14%)
Spotify $SPOT (-1,15%)
The Trade Desk $TTD (+3,44%)
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?
