8Mo·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+0,02 %) (very expensive 🤑 )

Ferrari $RACE (-1,19 %)

Lululemon $LULU (-0,8 %)

Just do it $NKE (+3,35 %) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-1,61 %)

Marriott $MAR (-0,3 %)

Ulta Beaty $ULTA (+3 %) and/or L'Oreal $OR (-0,24 %) (much more expensive)

Mercadolibre $MELI (-1,86 %)

Texas Roadhouse $TXRH (+2,31 %)

Chipotle $CMG (+1,32 %)

Fast Retailing $9983 (+1,48 %)
(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 Commentaires

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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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