Lucy Chou
Co-founder of Luna Partners and a fundamental value investor applying a modern framework to stock research, known for her focus on long-term investing and conviction in companies like MercadoLibre.
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Feb 19, 2025 • 52min
Why do you like Mercado Libre, Lucy Chou (Luna Partners)?
Lucy Chou, co-founder of Luna Partners and a value investor using a modern framework, explains why she built her own firm and how she researches companies. She breaks down her four business-model categories and why MercadoLibre became a top conviction. Expect discussion of behavioral factors, portfolio construction, and why management and local moats matter.
