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![JomaSilva88 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1457291807541366785.png) Pepe 🚀 [@JomaSilva88](/creator/twitter/JomaSilva88) on x XXX followers
Created: 2024-09-13 15:18:04 UTC

Insanity check : 
After the worst month for the luxuty sector in years, my favorite stock within the sector :

$RMS : Expensive but resisted the slowdown
$LVMH : Cheap & Wide Moat
$MONC : recent seloff seems excesive
$OR.PA : Defensive
$SL.MI : Small cap. Backlog of >2y
$RACE 😍

![](https://pbs.twimg.com/media/GXXUYhRXsAAE3pU.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1834612517483565365/c:line.svg)

**Related Topics**
[$slmi](/topic/$slmi)
[$orpa](/topic/$orpa)
[$monc](/topic/$monc)
[$lvmh](/topic/$lvmh)
[$rms](/topic/$rms)
[$race](/topic/$race)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

[Post Link](https://x.com/JomaSilva88/status/1834612517483565365)