1Settimana·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (-2,4%) (very expensive 🤑 )

Ferrari $RACE (+1,57%)

Lululemon $LULU (+1,53%)

Just do it $NKE (+4,23%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (+0,85%)

Marriott $MAR (+0,9%)

Ulta Beaty $ULTA (+2,56%) and/or L'Oreal $OR (+3,77%) (much more expensive)

Mercadolibre $MELI (+1,72%)

Texas Roadhouse $TXRH (+1,17%)

Chipotle $CMG (+0,47%)

Fast Retailing $9983 (+0,66%)
(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?

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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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