5Mon·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+1.23%) (very expensive 🤑 )

Ferrari $RACE (+3.17%)

Lululemon $LULU (+3.85%)

Just do it $NKE (-0.26%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-2.13%)

Marriott $MAR (+1.74%)

Ulta Beaty $ULTA (+1.11%) and/or L'Oreal $OR (+0.05%) (much more expensive)

Mercadolibre $MELI (+1.69%)

Texas Roadhouse $TXRH (-3.28%)

Chipotle $CMG (+0.15%)

Fast Retailing $9983 (+2.51%)
(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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