5Mo·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+1,23 %) (very expensive 🤑 )

Ferrari $RACE (+3,17 %)

Lululemon $LULU (+3,85 %)

Just do it $NKE (-0,26 %) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-2,13 %)

Marriott $MAR (+1,74 %)

Ulta Beaty $ULTA (+1,11 %) and/or L'Oreal $OR (+0,05 %) (much more expensive)

Mercadolibre $MELI (+1,69 %)

Texas Roadhouse $TXRH (-3,28 %)

Chipotle $CMG (+0,15 %)

Fast Retailing $9983 (+2,51 %)
(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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