6Mon·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+0.58%) (very expensive 🤑 )

Ferrari $RACE (+1.95%)

Lululemon $LULU (+0.54%)

Just do it $NKE (-0.07%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-0.41%)

Marriott $MAR (+0.04%)

Ulta Beaty $ULTA (-0.66%) and/or L'Oreal $OR (-0.94%) (much more expensive)

Mercadolibre $MELI (+0.45%)

Texas Roadhouse $TXRH (+1.19%)

Chipotle $CMG (+0.29%)

Fast Retailing $9983 (+1.86%)
(doesn't fit with the others on the list but I could imagine it as a speculative stock)


"Everything" very expensive, luxury.


I would be interested to know what your favorites are for a long-term investment?

3
4 Comments

profile image
$COST and $AD $MELI and $BKNG. Frankly, I'm not particularly interested in luxury.
2
profile image
@SteelAnacott Luxury has luxurious margins 🤪
profile image
1
profile image
1
Join the conversation