7Mon·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+2.88%) (very expensive 🤑 )

Ferrari $RACE (+1.99%)

Lululemon $LULU (+2.53%)

Just do it $NKE (+2.78%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (+4.13%)

Marriott $MAR (+4.26%)

Ulta Beaty $ULTA (+3.9%) and/or L'Oreal $OR (+5.23%) (much more expensive)

Mercadolibre $MELI (+2.85%)

Texas Roadhouse $TXRH (+4.47%)

Chipotle $CMG (+4.41%)

Fast Retailing $9983 (+3.56%)
(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 Comments

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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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