Hermes $RMS (-1,31%) (very expensive 🤑 )
Ferrari $RACE (+0,02%)
Lululemon $LULU (-1,8%)
Just do it $NKE (-1,03%) (supposedly cheap at the moment, please do not reach into the falling knife)
Booking $BKNG (+0,1%)
Marriott $MAR (+0,02%)
Ulta Beaty $ULTA (+0,38%) and/or L'Oreal $OR (-1,8%) (much more expensive)
Mercadolibre $MELI (+2,45%)
Texas Roadhouse $TXRH (+0,41%)
Chipotle $CMG (+0,22%)
Fast Retailing $9983 (-0,89%)
(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?