3Lun·

Two new positions with first tranches opened this week in $ULTA (+2,19 %) and $DG (-0,07 %)

Why ULTA? Cosmetics and hygiene products are always bought, Ulta has absolute supremacy in North America and very loyal customers. Sephora is catching up, but is still behind Ulta. I also think the business is currently valued very favorably.

Why Vinci? I want to have a little more energy & infrastructure in my portfolio and Vinci really convinced me. Well diversified across various sectors, highly regarded by employees and positioned worldwide. The largest revenue driver is in construction with €31 billion, followed by energy with €19 billion, highways with €6 billion and airports with €4 billion.

Long-term investment horizon.


If you have any other exciting companies in the Vinci sector, please feel free to comment.

13.08
Ulta Beauty logo
Comprado a 293,80 €
5
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If you argue that product xyz is always bought, this applies to almost every other company in the sector. It is not that simple and does not mean that the share will do well,
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