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From: ncallahan@rosemontseneca.com
Date: Tuesday, March 18, 2014 at 02:26 AM
Priority: NORMAL
Importance: NORMAL
Subj: Re: Alibaba
To: John DeLoche <jdeloche@rosemontseneca.com>
Cc: Devon Archer <darcher@rosemontseneca.com>, Eric Schwerin <eschwerin@rosemontseneca.com>, Hunter Biden <hbiden@rosemontseneca.com>, John DeLoche <john@rstp.com>, Rob Walker <rwalker@rosemontseneca.com>, William Lee <will@rstp.com>
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$25B less than Facebook, $250B less than Google.


On Mon, Mar 17, 2014 at 10:22 PM, John DeLoche <jdeloche@rosemontseneca.com> 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 <ncallahan@rosemontseneca.com> wrote:

Right.  I will get more information.


On Mon, Mar 17, 2014 at 10:17 PM, John DeLoche <jdeloche@rosemontseneca.com> 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 <ncallahan@rosemontseneca.com> 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
917-945-9516
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