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Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025582.txt Aug 8, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… OAK.N Oaktree: We value OAK using a sum-of-the-parts, supported by a DCF, and back into an implied target multiple on next 3 years DE and ENI. Our PT implies a 12.6x multiple on 2019 EPS, reflecting a 7% pre- mium to historical valuation of 11.8x given expectations for their Op...

Re: AVGO
email IMAGES-011-HOUSE_OVERSIGHT_031809.txt Jul 13, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…e CEO has a good track record regarding mergers. So I think it makes sense to keep the stock and own protection for the next 35 days until we hopefully get more clarity from management. Paul Barrett Alpha Group Capital LLC 142 W 57" Street, 11" Floor, New York, NY 10019 <image0...

Sent: 12/17/2010 1:13:39 PM
email TEXT-001-HOUSE_OVERSIGHT_030885.txt Dec 17, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

…re-disclosure or failure to maintain confidentiality could subject you to penalties described in Federal and State law. Next Management, LLC and any affiliate companies are not responsible for errors or omissions in this message or any attachments. HOUSE OVERSIGHT 030885

RE: AVGO
email IMAGES-011-HOUSE_OVERSIGHT_031818.txt Jul 13, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…e CEO has a good track record regarding mergers. So | think it makes sense to keep the stock and own protection for the next 35 days until we hopefully get more clarity from management. Paul Barrett HOUSE_OVERSIGHT_031818

On today's financial market developments
email TEXT-001-HOUSE_OVERSIGHT_031156.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

… of a problem given the low job creation that entails. Note that the CBO assumes growth rates of 3.0% to 3.6% over the next few years in their analyses of future US federal debt levels. [3] Do not blame today’s events on the debt ceiling debate, US politicians or European regul...

Sent: 12/17/2010 1:13:39 PM
email IMAGES-011-HOUSE_OVERSIGHT_030885.txt Dec 17, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

…re-disclosure or failure to maintain confidentiality could subject you to penalties described in Federal and State law. Next Management, LLC and any affiliate companies are not responsible for errors or omissions in this message or any attachments. HOUSE_OVERSIGHT_030885

End of Forwarded Message
document IMAGES-011-HOUSE_OVERSIGHT_031133.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…re-disclosure or failure to maintain confidentiality could subject you to penalties described in Federal and State law. Next Management, LLC and any affiliate companies are not responsible for errors or omissions in this message or any attachments. HOUSE_OVERSIGHT_031133

Re: Fwd: <no subject>
email TEXT-001-HOUSE_OVERSIGHT_030578.txt Mar 8, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…re-disclosure or failure to maintain confidentiality could subject you to penalties described in Federal and State law. Next Management, LLC and any affiliate companies are not responsible for errors or omissions in this message or any attachments. HOUSE OVERSIGHT 030580

This is a little unorthodox, but here is the text of an internal note that I just sent to our integr
document TEXT-001-HOUSE_OVERSIGHT_025229.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…h of a problem given the low job creation that entails. Note that the CBO assumes growth rates of 3.0% to 3.6% over the next few years in their analyses of future US federal debt levels. 3. Do not blame today’s events on the debt ceiling debate, US politicians or European regulat...

Sent: 12/17/2010 1:13:39 PM
email TEXT-001-HOUSE_OVERSIGHT_031088.txt Dec 17, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

…re-disclosure or failure to maintain confidentiality could subject you to penalties described in Federal and State law. Next Management, LLC and any affiliate companies are not responsible for errors or omissions in this message or any attachments. HOUSE OVERSIGHT 031088

A common and costly mistake is to put off thinking about a class of
document IMAGES-003-HOUSE_OVERSIGHT_015961.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Software 271 A common and costly mistake is to put off thinking about a class of things you are going to need in the next release because of time pressure. ‘Time out, that’s for the next release’ and similar statements spell disaster for the future of a project as when you come...

course his genitals area. The sunlight shown through the glass ceilings
document IMAGES-006-HOUSE_OVERSIGHT_021201.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…conclusion one sunny afternoon in the Caribbean. Jeffrey pulled himself up to the ladders first step and climbed up the next four steps to the top of the dock. His chest was heaving rapidly as he sat down catching his breath. Ghislane was the next one up and then I followed lastl...

Known Unknowns 199
document IMAGES-003-HOUSE_OVERSIGHT_015889.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…oms. Here are his ‘axioms’ in natural language. Peano Axioms 1. The first number is named zero. 2. Every number hasa next number (called its successor). Example: the next number after one is two. 3. Numbers are singular. Every number with the same name is the same thing. 4....

and number to Jeffrey. When was your next contact from
document IMAGES-001-HOUSE_OVERSIGHT_012296.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…0 14 12 13 14 15 16 17 18 19 20 21 22 23 24 25 on DN OM BR WN pp 2007-04-25 Ext and number to Jeffrey. When was your next contact from him or anybody who worked for him? A. The next day, he had called me and he said would like to come out again and I'd like to see you again....

Already some baby boomers are able to remotely lock their parents’ doors, track calls coming into
document IMAGES-004-HOUSE_OVERSIGHT_018172.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… communities, although Orlov estimates fewer than 10,000 units are in active use because the systems can be so costly. Next month, Paul Whyte, a Markham dealer of smart-home technology that allows ordinary electronics and appliances to communicate with each other, will unveil th...