2Lun·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+0,86 %) (very expensive 🤑 )

Ferrari $RACE (+2,7 %)

Lululemon $LULU (+1,64 %)

Just do it $NKE (+17,01 %) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (+1,57 %)

Marriott $MAR (+1,28 %)

Ulta Beaty $ULTA (-1,34 %) and/or L'Oreal $OR (+0,79 %) (much more expensive)

Mercadolibre $MELI (+0,03 %)

Texas Roadhouse $TXRH (+0,59 %)

Chipotle $CMG (+1,25 %)

Fast Retailing $9983 (+2,25 %)
(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 Comentarios

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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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