Subject: Re: Alibaba
From: "Neil Callahan" <[email-masked]>
To: "John DeLoche" <[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 22:26:58 -0400

$25B less than Facebook, $250B less than Google.

On Mon, Mar 17, 2014 at 10:22 PM, John DeLoche
<[email-masked]>wrote:

> 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
> 917-945-9516
>
>

-- 
Neil Callahan
Rosemont Seneca Partners
917-945-951