3Mon·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (-1.17%) (very expensive 🤑 )

Ferrari $RACE (-0.88%)

Lululemon $LULU (-0.52%)

Just do it $NKE (+0.08%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-0.23%)

Marriott $MAR (-0.04%)

Ulta Beaty $ULTA (-1.57%) and/or L'Oreal $OR (+0.73%) (much more expensive)

Mercadolibre $MELI (+1.02%)

Texas Roadhouse $TXRH (-3.98%)

Chipotle $CMG (-2.52%)

Fast Retailing $9983 (+3.6%)
(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?

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$COST and $AD $MELI and $BKNG. Frankly, I'm not particularly interested in luxury.
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