
What I'm reading this morning:

Stuff I’m Reading this Morning…
Who are we kidding, what else matters this morning besides the Alibaba F-1 filing that hit last night? Can the Nasdaq / tech sector absorb another company with a $150 billion-plus valuation? Does anyone have room in their portfolios? In their indices?
Alibaba files for what may be biggest tech IPO (Reuters)
Alibaba Files for an IPO: Why You Should Care (BusinessWeek)
Big Profits at Alibaba, but Filing Has Gaps (DealBook)
The Unlikely Ascent of Jack Ma, Alibaba’s Founder (NYT)
The partners who control Alibaba are anonymous and all-powerful (Quartz)
Alibaba Avoids Facebook Miss as Mobile Focus Yields $37 Billion (Bloomberg)
The Six Banks Leading Alibaba’s Giant I.P.O. (DealBook)
The new book – Clash of the Financial Pundits – now available for pre-order!