8Mês·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+0,56%) (very expensive 🤑 )

Ferrari $RACE (+0,38%)

Lululemon $LULU (+1,28%)

Just do it $NKE (+0,31%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (+2,85%)

Marriott $MAR (+3,38%)

Ulta Beaty $ULTA (-1,48%) and/or L'Oreal $OR (+1,12%) (much more expensive)

Mercadolibre $MELI (-2,52%)

Texas Roadhouse $TXRH (+0,38%)

Chipotle $CMG (-0,42%)

Fast Retailing $9983 (+1,96%)
(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 Comentários

imagem de perfil
$COST and $AD $MELI and $BKNG. Frankly, I'm not particularly interested in luxury.
2
imagem de perfil
@SteelAnacott Luxury has luxurious margins 🤪
imagem de perfil
1
imagem de perfil
1
Participar na conversa