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Price objective basis & risk
document IMAGES-003-HOUSE_OVERSIGHT_014939.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Price objective basis & risk Alphabet (GOOGL / GOOG) Our price objective is $1025/$1025, representing 17x our core 2018 Google non-GAAP EPS estimate (excluding non-Google losses), plus $118/share in cash, or 21x core Google GAAP EPS plus cash. Alphabet has traded at 12-24x forw...

Trump
email IMAGES-010-HOUSE_OVERSIGHT_029848.txt Jan 26, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Richard Kahn [i Sent: 1/26/2017 2:16:35 PM To: jeffrey E. [[email protected]] Subject: Trump Importance: — High love his negotiating style as he makes me look soft.. President Donald Trump threatened Thursday to cancel a meeting with Mexican President Enrique Pena N...

ane Group (CG), C-2-8, Neutral
document IMAGES-002-HOUSE_OVERSIGHT_014357.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ane Group (CG), C-2-8, Neutral Glenn Youngkin, President and Chief Operating Officer, presented for CG. Overall, Mr. Youngkin is positive on the economic/market backdrop and on CG’s ability to generate cash carry relatively consistently over time given the firm’s diversity of fun...

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...

likely. Mr. Gray also thinks that concerns over the commercial real estate market
document IMAGES-002-HOUSE_OVERSIGHT_014356.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

likely. Mr. Gray also thinks that concerns over the commercial real estate market may be overdone. e | When asked “What would get you more interested in investing in BX stock?” the most common response was a market pullback (30%), followed by comfort on the direction of the real...

Foreign exchange overview
document IMAGES-008-HOUSE_OVERSIGHT_025277.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Foreign exchange overview Foreign exchange - Key points ¢ The ECB's announcement of Outright Monetary Transactions (OMT) has reduced tail risk in the Eurozone considerably, while the Federal Reserve announcing a new round of potentially unlimited asset purchases at their Septem...

expectations. The divergence between inflation breakevens and real yields seem to
document IMAGES-003-HOUSE_OVERSIGHT_014723.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

expectations. The divergence between inflation breakevens and real yields seem to suggest that investors have become more concerned about upside risk to inflation but downside risk to growth. Interestingly, this shift in investor sentiment runs counter to incoming data which are...

“It’s the opposite in this case,” I replied. “In a battle, the enemy is doing
document IMAGES-001-HOUSE_OVERSIGHT_011727.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

“It’s the opposite in this case,” I replied. “In a battle, the enemy is doing everything it can to stop you. When you break through, it’s against their resistance. Here, the other side will choose to make it easiest for us in the place it prefers. If Arafat thinks he’ll get more...

Korea’s nuclear program and missile launches go unchecked. There is rising risk of
document IMAGES-003-HOUSE_OVERSIGHT_014535.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Korea’s nuclear program and missile launches go unchecked. There is rising risk of military incidents—or accidents—in the South China Sea and across the Taiwan Strait. China is the most likely source of global economic shocks over the next two to three years. The country’s lead...

RLK: We have to wait and see how that strengthening of
document IMAGES-012-HOUSE_OVERSIGHT_032642.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

CNN RLK: We have to wait and see how that strengthening of reform and strengthening of rule of law is going to turn out. HOST: Indeed. I do have one final question because Mr. Trump is heading that way in a matter of days really. What does Mr. Xi make of Donald Trump? Donald Tr...

Fwd: request for docs - AAP
email IMAGES-007-HOUSE_OVERSIGHT_023333.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

hired to run YOUR office until two months ago , no one was even interviewed and even now , Brad, a very nice man, is not even full time,(crazy ) Hours upon hours of time need to be spent training him . and his new staff. Eileen followed your instructions. not mine. in fact she co...

a Roth conversion. From the current language of the effective date, it is unclear whether this would
document IMAGES-010-HOUSE_OVERSIGHT_029444.txt Dec 31, 2026 House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX BULLETIN 2018-1: TAX REFORM SIGNED INTO LAW a Roth conversion. From the current language of the effective date, it is unclear whether this would prevent a 2017 Roth conversion from being recharacterized in 2018. e Taxation of alimony. Under 2017 law, alimony and separate ma...

Currently the business receives $8000 as funding by the founder every month. No loans
document IMAGES-010-HOUSE_OVERSIGHT_028821.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

InsightsPod Financing Needed Currently the business receives $8000 as funding by the founder every month. No loans have been taken. Founders are not taking any salaries and will not do so for another 2 years. We are looking to raise $2.4 million at a $10 million valuation to s...

Projected Balance Sheet
document IMAGES-010-HOUSE_OVERSIGHT_028835.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

InsightsPod Projected Balance Sheet Cash Accounts Receivable Inventory Other Current Assets Total Current Assets Long-Term Assets Accumulated Depreciation Total Long-Term Assets Total Assets Accounts Payable Income Taxes Payable Sales Taxes Payable Short-Term Debt Prepa...