8Mon·

My favorites in the non-consumer goods sector 🏎️✨

Hermes $RMS (+0.79%) (very expensive 🤑 )

Ferrari $RACE (-1.42%)

Lululemon $LULU (-0.19%)

Just do it $NKE (-0.98%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (+1.44%)

Marriott $MAR (-1.01%)

Ulta Beaty $ULTA (+0.32%) and/or L'Oreal $OR (+0.48%) (much more expensive)

Mercadolibre $MELI (+0.47%)

Texas Roadhouse $TXRH (-0.26%)

Chipotle $CMG (-0.81%)

Fast Retailing $9983 (+3.52%)
(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 Comments

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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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