1Mon·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+0.65%) (very expensive 🤑 )

Ferrari $RACE (+1.46%)

Lululemon $LULU (-1.53%)

Just do it $NKE (-0.91%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-1.38%)

Marriott $MAR (-0.65%)

Ulta Beaty $ULTA (+1.04%) and/or L'Oreal $OR (+1.87%) (much more expensive)

Mercadolibre $MELI (+1.54%)

Texas Roadhouse $TXRH (+3.03%)

Chipotle $CMG (-3.39%)

Fast Retailing $9983 (+0.61%)
(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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