6Mes·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (-2,63%) (very expensive 🤑 )

Ferrari $RACE (+1,75%)

Lululemon $LULU (-2,84%)

Just do it $NKE (-2,03%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (+0,03%)

Marriott $MAR (+2,9%)

Ulta Beaty $ULTA (-0,12%) and/or L'Oreal $OR (-0,1%) (much more expensive)

Mercadolibre $MELI (-0,22%)

Texas Roadhouse $TXRH (+0,61%)

Chipotle $CMG (+0,79%)

Fast Retailing $9983 (-4,84%)
(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?

3
4 Commenti

immagine del profilo
$COST and $AD $MELI and $BKNG. Frankly, I'm not particularly interested in luxury.
2
immagine del profilo
@SteelAnacott Luxury has luxurious margins 🤪
immagine del profilo
1
immagine del profilo
1
Partecipa alla conversazione