9Mes·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+1,38%) (very expensive 🤑 )

Ferrari $RACE (+2,7%)

Lululemon $LULU (+3,51%)

Just do it $NKE (+5,57%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-0,94%)

Marriott $MAR (+1,65%)

Ulta Beaty $ULTA (+1,5%) and/or L'Oreal $OR (+3,79%) (much more expensive)

Mercadolibre $MELI (-2,12%)

Texas Roadhouse $TXRH (+0,67%)

Chipotle $CMG (+3,18%)

Fast Retailing $9983 (+0,74%)
(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 Commenti

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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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