Good Investing Talks

Why do you like Mercado Libre, Lucy Chou (Luna Partners)?

Feb 19, 2025

52:25

Lucy Chou started her partnership Luna Partners recently. We invited her to discuss her investment philosophy and why she is invested in Mercado Libre.

We have discussed the following:
00:00 Episode overview
01:05 Introducing Lucy Chou & Luna Partners
02:10 Why did you start an investing firm?
05:00 What differentiates Luna Partners?
08:30 Staying sane
10:10 Luna Partners’ goals
12:35 Lucy Chou’s long-term vision
14:00 The importance of relationships
17:46 Join Good Investing Plus
18:30 „Value investing with a twist“
22:25 Examples for transformers, cyclical, shooters & compounders
23:30 Lucy Chou’s Research process
24:35 Investment mistakes & process changes
31:20 Mercado Libre
36:30 Why MeLi among all other e-commerce platforms, Lucy Chou?
40:00 Thoughts on the financial side of Mercado Libre
44:30 Analyzing management
46:45 Lucy Chou on Portfolio construction
50:37 Closing thoughts
51:47 Thank you
51:55 Disclaimer

goodinvesting #mercadolibre #meli

Join Good Investing Plus
Apply here to Plus: https://good-investing.net/plus/

Our newsletter
Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/

Helpful tools for investors
Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw
TIKR – great data tool *: https://tikr.com/goodinvesting/
Wise – our recommended savings account *: https://good-investing.net/wise/

Transparency
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
Disclaimer: https://good-investing.net/imprint/disclaimer/