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AVG°
email TEXT-002-HOUSE_OVERSIGHT_031804.txt Jul 13, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Paul Barred Sent: 7/13/2018 5:40:46 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: AVG° Attachments: image004.jpg; image001.jpg Importance: High Any thoughts on the AVGO Aug puts? Stock trading at 204.50. Aug puts now $6.50 Paul Barrett Alpha Group Capital...

KUE Advisory Board
document IMAGES-008-HOUSE_OVERSIGHT_024585.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

KUE Advisory Board Les Bilfer Leslie Biller is retired Vice Chairman & Chief Operating Officer of Wells Fargo & Company. Mr. Biller joined Wells Fargo in 1998, when it merged with Norwest Corporation. Prior to that, he spent nearly 11 years at Norwest, where he held various exe...

Cannabis Investment Report
document IMAGES-008-HOUSE_OVERSIGHT_024750.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Cannabis Investment Report December 2017 Emerging and Anticipated International Legal Cannabis Markets Country GDP Rank 2017 Estimated Adult Population (in millions) Select Countries with Medical or Recreational Laws Germany 4 Brazil 8 Italy g Canada 10 Australia 3 Mexico 1...

Marina Market Analysis 28
document IMAGES-005-HOUSE_OVERSIGHT_018838.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Marina Market Analysis 28 Product/Service Revenues - 2014 Over 2013 Decreased Stayed Same Increased Service % of Respondents Sailing/ Training School 4.0% 48.0% 48.0% Cabin/Campground/RV 0.0% 35.0% 65.0% Event Services/Venue 8.0% 40.0% 52.0% Tour Boat/Charter Fishing/Water Ta...

Eye on the Market | November 21, 2011 J.P Morgan
document IMAGES-011-HOUSE_OVERSIGHT_030818.txt Nov 21, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | November 21, 2011 J.P Morgan Topic: The quixotic search for energy solutions The other good news relates to the discovery of new natural gas reserves. US shale gas production is up 14-fold over the last decade, and the EIA projects that by 2035, the US will...

Cannabis Investment Report | December 2017
document IMAGES-008-HOUSE_OVERSIGHT_024746.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Cannabis Investment Report | December 2017 U.S. Legalized Cannabis Market: Consumer Penetration Rate 25% — Path to Federal Legalization FDA Approves Cannabis-Derived Pharmaceuticals 20% : More States Adopt Medical Cannabis Laws More States Adopt Recreational Laws 15% FDA Ro...

General Investment Related Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014497.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

General Investment Related Disclosures: Taiwan Readers: Neither the information nor any opinion expressed herein constitutes an offer or a solicitation of an offer to transact in any securities or other financial instrument. No part of this report may be used or reproduced or qu...

RE: AVGO
email TEXT-002-HOUSE_OVERSIGHT_031806.txt Jul 13, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Paul Barrett Sent: 7/13/2018 6:13:06 PM To: jeffrey E. [[email protected]] CC: Richard Kahn Subject: RE: AVGO Attachments: image003.jpg; image001.jpg Importance: High My initial recommendation this morning was to buy the $200 Aug puts. I still think that is the best ide...

Expedia (Buy, $146 PO)
document IMAGES-003-HOUSE_OVERSIGHT_014905.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Expedia (Buy, $146 PO) Stock view: 1Q faces tough comps, but should clear way for strength into ‘18 We think 1Q expectations are somewhat muted as Expedia has highlighted several earnings headwinds in early 2017, including incremental cloud migration spend, higher marketing spe...

target. It is possible that Trump’s election could weaken fiscal discipline in the Eurozone
document IMAGES-003-HOUSE_OVERSIGHT_014736.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

target. It is possible that Trump’s election could weaken fiscal discipline in the Eurozone over the medium term, but we are more concerned by the non-trivial risk that the ECB may disappoint in the December meeting by either not extending quantitative easing (QE) beyond next Mar...

H (Distributed + Liquid Public) to Paid-in Capital: Calculated based on (1) called capital of a
document IMAGES-007-HOUSE_OVERSIGHT_024110.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

H (Distributed + Liquid Public) to Paid-in Capital: Calculated based on (1) called capital of a fund (based on individual called capital percentages and fund sizes across multiple funds) and (2) distributed capital of a fund (based on aggregating individual funds distributed capi...

Unauthorized redistribution of this report is prohibited. This report is intended for amanda.ens@bam
document IMAGES-002-HOUSE_OVERSIGHT_014424.txt Mar 2, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” th...