Subject: Re: Alibaba
From: "John DeLoche" <[email-masked]>
To: "Neil Callahan" <[email-masked]>
Cc: "John DeLoche" <[email-masked]>, "William Lee" <[email-masked]>, "Devon Archer" <[email-masked]>, "Hunter Biden" <[email-masked]>, "Eric Schwerin" <[email-masked]>, "Rob Walker" <[email-masked]>
Date: Mon, 17 Mar 2014 21:22:06 -0500

I've heard two different sources offering shares at $150bn. 

Sent from my iPhone

> On Mar 17, 2014, at 9:20 PM, Neil Callahan <[email-masked]> wrote:
> 
> Right.  I will get more information.
> 
> 
>> On Mon, Mar 17, 2014 at 10:17 PM, John DeLoche <[email-masked]> wrote:
>> Depends on valuation. Lots of folks selling these shares now.
>> 
>> Sent from my iPhone
>> 
>> > On Mar 17, 2014, at 7:47 PM, Neil Callahan <[email-masked]> wrote:
>> >
>> > Do we want to look at $5m shares of Alibaba?  Due to list in September.  Late stage, secondary, pre-IPO, growth, profitable, snob appeal thesis.
>> >
>> > Although this feels like Facebook and Twitter when everyone and their Mom were pushing secondary allocations - which all did great returns though - so another one presents itself.
>> >
>> > --------------------
>> > Neil Callahan
>> > Rosemont Seneca
>> > 917-945-9516
> 
> 
> 
> -- 
> Neil Callahan
> Rosemont Seneca Partners
> 917-945-951