Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

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

52:25
 
Share
 

Manage episode 467468931 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Lucy Chou - Luna Partners

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/

Affiliate Link = *

Why do you like Mercado Libre, Lucy Chou (Luna Partners)? appeared first on Good Investing - Understanding businesses & Connecting investors.

  continue reading

98 episodes

Artwork
iconShare
 
Manage episode 467468931 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Lucy Chou - Luna Partners

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/

Affiliate Link = *

Why do you like Mercado Libre, Lucy Chou (Luna Partners)? appeared first on Good Investing - Understanding businesses & Connecting investors.

  continue reading

98 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play