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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7819 followers
Created: 2024-09-08 10:03:00 UTC

Davis fund on Meituan $3690 HK

Thesis: Meituan’s dominant position in China’s local services and food delivery markets, combined with attractive valuations, provides a compelling long-term growth opportunity 

(Extract from their Q2 letter)

![](https://pbs.twimg.com/media/GVkxmsBX0AEc2t3.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1832721289779515602/c:line.svg)

**Related Topics**
[q2](/topic/q2)
[longterm](/topic/longterm)
[meituan](/topic/meituan)

[Post Link](https://x.com/StockCompil/status/1832721289779515602)