SNS: The Alibaba IPO: The Other Side

SNS: The Alibaba IPO: The Other Side


SNS Subscriber Edition
Volume 17, Issue 34
Week of September 8, 2014


In This Issue

Feature: The Alibaba IPO: The Other Side
Quotes of the Week

Takeout Window

  • The 2014 Ebola Outbreak in Western Africa

Upgrades and Numbers

  • The “Unnovation” Economy: Copying the Thieves
  • T-Mobile Sues Huawei
  • An Open Letter to Petro O. Poroshenko: How Putin Thinks
  • An Open Letter to David Cameron
  • Ebola: Out of Control


In Case You Missed It…
SNS Members Making News


Sometime in the next week or two, the most important event since global plates drifted apart will take place – if media coverage is any indicator. I refer, of course, to Alibaba’s over-hyped initial public offering (IPO).

For months now, during a time when most firms in a similar position would be in “quiet period,” the company has been running what looks like an intercontinental public relations campaign to make sure it is in the headlines day-in, day-out.

No doubt, most of our members are asking: “Should I invest?”

In this issue, we won’t answer that question (directly). But, unlike all of the major business media, we’ll take a colder look at the company and its new offering: no breathless hype, no sycophancy, but a more systematic view of what’s happening in, and around, this event.

Let’s look at this story from a number of different viewpoints, and then judge the overall picture when we’re done.

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