6Mo·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (-0,3 %) (very expensive 🤑 )

Ferrari $RACE (+0,56 %)

Lululemon $LULU (+0,4 %)

Just do it $NKE (+0,86 %) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (+0,19 %)

Marriott $MAR (+1,35 %)

Ulta Beaty $ULTA (+0,38 %) and/or L'Oreal $OR (-0,38 %) (much more expensive)

Mercadolibre $MELI (+0,27 %)

Texas Roadhouse $TXRH (+1,56 %)

Chipotle $CMG (+1,04 %)

Fast Retailing $9983 (+0,98 %)
(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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