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 (-2,47%)
Alphabet $GOOGL (+2,42%)
Amazon $AMZN (-1,28%)
ASML $ASML (+2,17%)
Axon $AXON (+6,01%)
Cadence $CDNS (-0,3%)
Constellation Software $CSU (+1,3%)
Crowdstrike $CRWD (+1,98%)
Fair Isaac $FICO (+0,73%)
Hermes $RMS (+0,74%)
Intuit $INTU (+1,57%)
Intuitive Surgical $ISRG (+0,52%)
Mastercard $MA (+0,83%)
Meta $META (-1,49%)
Netflix $NFLX (+2,55%)
Microsoft $MSFT (-2,14%)
Palantir $PLTR (+1,95%)
Tesla $TSLA (+3,65%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+1,08%)
Costco $COST (+1,11%)
Ferrari $RACE (+0,68%)
Moody's $MCO (+0,65%)
MSCI $MSCI (+1,39%)
Transdigm $TDG (+2,56%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (+9,5%)
Robinhood $HOOD (+4,68%)
Roblox $RBLX (+3,93%)
Shopify $SHOP (+1,71%)
Spotify $SPOT (+1,11%)
The Trade Desk $TTD (+4,95%)
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?
