7Lun·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+0,26 %) (very expensive 🤑 )

Ferrari $RACE (-0,39 %)

Lululemon $LULU (+1,34 %)

Just do it $NKE (-2,62 %) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-0,73 %)

Marriott $MAR (-0,59 %)

Ulta Beaty $ULTA (-1,22 %) and/or L'Oreal $OR (+0,23 %) (much more expensive)

Mercadolibre $MELI (+0,57 %)

Texas Roadhouse $TXRH (-0,74 %)

Chipotle $CMG (+0,48 %)

Fast Retailing $9983 (+0,64 %)
(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?

3
4 Comentarios

Imagen de perfil
$COST and $AD $MELI and $BKNG. Frankly, I'm not particularly interested in luxury.
2
Imagen de perfil
@SteelAnacott Luxury has luxurious margins 🤪
Imagen de perfil
1
Imagen de perfil
1
Únase a la conversación