Gemway
Our archive holds 4 letters from Gemway, behind 3 investment theses. Every quote below is copied verbatim from the letter it came from.
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3 strategies
Gemway publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.
Also filed under Gemway.
Theses · 3
- June 2025
SABESP is Brazil's largest sanitation company undergoing privatization, positioned for growth through efficiency reforms and upcoming sanitation auctions, making it an attractive investment opportunity despite economic challenges.
Read the full thesis - December 2024
Xiaomi is a leading global technology company known for its high-quality, affordable smartphones and innovative products, with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base.
Read the full thesis - December 2024
Zomato’s leadership in food delivery, rapid user growth, and Blinkit expansion position it for sustained long-term success in India’s digital economy
Read the full thesis
Letter archive · 4
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