5Lun·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+0,42 %) (very expensive 🤑 )

Ferrari $RACE (-0,74 %)

Lululemon $LULU (-1,78 %)

Just do it $NKE (-3,52 %) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-0,28 %)

Marriott $MAR (+0,24 %)

Ulta Beaty $ULTA (+0,13 %) and/or L'Oreal $OR (+0,23 %) (much more expensive)

Mercadolibre $MELI (-3,51 %)

Texas Roadhouse $TXRH (+0,39 %)

Chipotle $CMG (+3,58 %)

Fast Retailing $9983 (+1,42 %)
(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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