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Meituan
Acquired
Dordash
Dordash has a huge number of users transacting what, i think, six and a half million merchants twenty seven times per year. They're really going hard t they're doing things like local flour delivery, local medicine delivery and having these hubs, actual grocery stores. And dordash is already priced as if this is going to happen for them. Like maitoin here is trading at fourteen x revenue, and dordash is trading somewhere in that same neighborhood, round fifteen sixty necks.
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