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 (-0,7%)
Alphabet $GOOGL (-1,64%)
Amazon $AMZN (+0,09%)
ASML $ASML (+0,03%)
Axon $AXON (+0,34%)
Cadence $CDNS (+0,98%)
Constellation Software $CSU (+2,52%)
Crowdstrike $CRWD (-0,6%)
Fair Isaac $FICO (+4%)
Hermes $RMS (+0,07%)
Intuit $INTU (+0,37%)
Intuitive Surgical $ISRG (+2,4%)
Mastercard $MA (+1,02%)
Meta $META (-1,19%)
Netflix $NFLX (-1,21%)
Microsoft $MSFT (+0,41%)
Palantir $PLTR (-3,27%)
Tesla $TSLA (-1,91%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0,53%)
Costco $COST (-0,7%)
Ferrari $RACE (-0,69%)
Moody's $MCO (+0,47%)
MSCI $MSCI (-0,76%)
Transdigm $TDG (-0,07%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+0,76%)
Robinhood $HOOD (+2,34%)
Roblox $RBLX
Shopify $SHOP (+4,98%)
Spotify $SPOT (-1,65%)
The Trade Desk $TTD (+0,1%)
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?
