8Mon·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+0.95%) (very expensive 🤑 )

Ferrari $RACE (+0.39%)

Lululemon $LULU (+0.04%)

Just do it $NKE (+0.44%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG

Marriott $MAR (+0.26%)

Ulta Beaty $ULTA (+0.08%) and/or L'Oreal $OR (much more expensive)

Mercadolibre $MELI (-0.02%)

Texas Roadhouse $TXRH

Chipotle $CMG

Fast Retailing $9983 (+1.55%)
(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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4 Comments

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$COST and $AD $MELI and $BKNG. Frankly, I'm not particularly interested in luxury.
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@SteelAnacott Luxury has luxurious margins 🤪
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