We came across a bullish thesis on Full Truck Alliance Co. Ltd. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on YMM. Full Truck Alliance Co. Ltd.’s share was trading at $9.61 as of February 18th. YMM’s trailing and forward P/E were 17.25 and 19.49 respectively according to Yahoo Finance.
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Full Truck Alliance (YMM) operates at the intersection of secular digital adoption and cyclical freight...
