4Mes·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (-1,82%) (very expensive 🤑 )

Ferrari $RACE (-0,71%)

Lululemon $LULU (-0,45%)

Just do it $NKE (+0,6%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-0,87%)

Marriott $MAR (-0,67%)

Ulta Beaty $ULTA (-7,67%) and/or L'Oreal $OR (-0,42%) (much more expensive)

Mercadolibre $MELI (-0,11%)

Texas Roadhouse $TXRH (-0,14%)

Chipotle $CMG (-1,06%)

Fast Retailing $9983 (-2,66%)
(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?

4
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