Portfolio Update #7 | Alibaba Insights and Moves Made

Exclusive behind the scenes on my portfolio, performance, trades, and the incredibly bright future of Alibaba.

Hey All 👋

Welcome to 📉 DeepValue Capital 📈

Each week I release a detailed portfolio update covering my strategy, returns, holdings, buys & sells along with a detailed update on a holding. This week I cover Alibaba. They are the e-commerce toll taker for China and rapidly expanding their cloud and AI.

Keep reading to get a clear take from me and their management on their incredibly bright future.

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3 more articles you will love!

1. Methode Electronic | First Look: Buy or Bail?

2. Advanced Auto Parts | Deep-Dive Report

3. Portfolio Update #6 | Exclusive Behind the Scenes

Investors often miss long-term gains by focusing on short-term noise. My strategy of targeting turnaround deep value companies has led to market-beating returns this year, and it can help you do the same. (Hint: Paid subscribers get access to the best content.)

Time Weighted Returns (TWR) from 1/1/24 to 2/28/25

Portfolio Strategy 🤔

If you are a new reader or subscriber here is a brief introduction to what I do here at DeepValue Capital.

I write about and invest in quality turnaround deep-value companies.

This means their stock price is down and sentiment is negative. They might be hard to stomach in the moment I bring them up. After all they are beaten down for a reason but I do they work to find durable businesses with catalysts to make a comeback.

My goal is to generate 30% per year returns. This does not mean every single year I will hit that level. Some years may be negative but over the long run that is the average I shoot for.

To find these companies I read reports, listen to earnings, search screeners, watch videos, or even just start A-Z in sectors, countries, market caps, etc.

It is a lot of work, good thing I love the hunt.

Performance & Portfolio 📈

2025 has been another phenomenal year with market crushing returns. Of course this is only the second example year. Outperformance is earned over the long run and bear markets. Still though I am very happy with how things have gone.

2024 Returns: 85.23%¹

2025 (Through Feb) Returns: 25.67%

I will have the updated returns through March on my next report. And just as a hint, I was up in March while the indexes were down.

Now lets jump into my personal and client holdings!