Full Truck Alliance: Maintain 'Buy' After Strong Q4 Results

Core Insights - Full Truck Alliance (NYSE: YMM) stock has increased nearly 18% since the investment thesis was published in December last year [1] - The company reported its Q4 and FY2024 results on March 5th [1] Company Overview - Full Truck Alliance operates in the logistics and transportation sector, focusing on connecting shippers with truck drivers through its platform [1] - The company has a strong presence in both the U.S. and Asia markets, indicating a diversified operational strategy [1] Investment Strategy - The investment approach is influenced by notable investors such as Warren Buffett, Peter Lynch, and Charlie Munger, emphasizing a value investing philosophy [1] - The investment universe includes various strategies such as growth, GARP (Growth at a Reasonable Price), deep value, turnaround, cyclical, and special situations [1] Research Methodology - The research process involves gathering information from multiple sources, including public filings, industry periodicals, conferences, company visits, analyst calls, and management meetings [1] - The analyst aims to provide complete and accurate information to support investment decisions [1]