Letters by company

Full Truck Alliance Co. Ltd.

1 letter discussing YMM. Everything written about it on this site is on its ticker page.

Davis Advisors Global ADR Davis Global ADR SMA Portfolio Fall Update 2026 The Davis Global ADR SMA portfolio remained overweight China despite macro pressure and a food-delivery price war, arguing that depressed valuations and intact fundamentals create a contrarian opportunity. It sold Ping An Insurance, initiated Zoetis, and detailed holdings including Full Truck Alliance, Itochu, Julius Baer and Viatris as cash-generative businesses with durable advantages. first nine months of 2026 ITOCY $99BJBAXY $18BVTRS $22B