10Mo·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+1,72 %) (very expensive 🤑 )

Ferrari $RACE (+2,28 %)

Lululemon $LULU (-3,4 %)

Just do it $NKE (-1,88 %) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-3,61 %)

Marriott $MAR (-1,2 %)

Ulta Beaty $ULTA (-1,68 %) and/or L'Oreal $OR (-1,87 %) (much more expensive)

Mercadolibre $MELI (-0,49 %)

Texas Roadhouse $TXRH (-1 %)

Chipotle $CMG (-3,89 %)

Fast Retailing $9983 (-0,08 %)
(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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