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 (+1,47%)
Alphabet $GOOGL (-3,06%)
Amazon $AMZN (-4,39%)
ASML $ASML (-6,8%)
Axon $AXON (+3,78%)
Cadence $CDNS (-5,62%)
Constellation Software $CSU (+5,81%)
Crowdstrike $CRWD (-1,03%)
Fair Isaac $FICO (+3,42%)
Hermes $RMS (-5,97%)
Intuit $INTU (+5,84%)
Intuitive Surgical $ISRG (+3,58%)
Mastercard $MA (+1,93%)
Meta $META (-11,37%)
Netflix $NFLX (+3,04%)
Microsoft $MSFT (-1,94%)
Palantir $PLTR (-2,49%)
Tesla $TSLA (-3,55%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (+2,15%)
Costco $COST (+2,1%)
Ferrari $RACE (+0,25%)
Moody's $MCO (+0,81%)
MSCI $MSCI (+2,77%)
Transdigm $TDG (+2,16%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-1,38%)
Robinhood $HOOD (-5,55%)
Roblox $RBLX (+1,71%)
Shopify $SHOP (-5,19%)
Spotify $SPOT (+11,42%)
The Trade Desk $TTD (+3,75%)
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?
