Alibaba Deal Timing

Alibaba Group Holding Ltd. is reportedly waiting until after Labor Day to begin its IPO Roadshow.  Bloomberg, citing a person familiar with the matter, is reporting that Alibaba will now wait until September.  This contradicts recent speculation that the deal would price on August 8, 2014.


Triton Research published a 115-page report on Alibaba on May 20, 2014.  The Dossier contains a bottom-up financial model, product analysis, business model analysis, bull vs. bear case scenarios, comparative analyses, questions for management, historical capitalizations, historical valuations, and more.