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Japan Macro Watch
document TEXT-001-HOUSE_OVERSIGHT_014424.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 14 November 2016 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” this autumn on the BoJ's limit and US elections, it has been our view that the USD/JPY’s dips...

User Name: DAVID SCHOEN
document TEXT-001-HOUSE_OVERSIGHT_017635.txt Feb 28, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s. 6 Payne v. Tennessee, 501 U.S. 808, 834 (1991) (Scalia, J., concurring) (internal quotations omitted). See generally Douglas E. Beloof, Paul G. Cassell & Steven J. Twist, Victims in Criminal Procedure 638-39 (2d ed. 2005) (discussing the need for victims' participation in the...

User Name: DAVID SCHOEN
document TEXT-001-HOUSE_OVERSIGHT_017714.txt Feb 28, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Payne v. Tennessee, 501 U.S. 808, 834 (1991) (Scalia, J., concurring) (internal quotation marks omitted). See generally Douglas Evan Beloof, Paul G. Cassell & Steve J. Twist, Victims in Criminal Procedure 29-37 (2005); Shirley S. Abrahamson, Redefining Roles: The Victims' Rights...

Text 001 House Oversight 028413
document TEXT-001-HOUSE_OVERSIGHT_028413.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

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We use an equal weighted, three-factor valuation framework (P/E, P/TBV, DCF) to arrive
document IMAGES-002-HOUSE_OVERSIGHT_014387.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

We use an equal weighted, three-factor valuation framework (P/E, P/TBV, DCF) to arrive at our PO of $14. We assigned a 1.2x multiple to 2Q17E TBV and a 12x multiple on 2017E EPS, with lower PTBV/PE multiple than peers assigned due to the higher perceived risk of their lending mod...

National Pub date: February 19, 2019
document TEXT-001-HOUSE_OVERSIGHT_016804.txt Feb 19, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…isk is that superintelligent AI is an environmental risk. Allow me to explain. In his “Parable of the Sentient Puddle,” Douglas Adams describes a puddle that wakes up in the morning and finds himself in a hole that fits him “staggeringly well.” From that observation, the puddle c...

Times Square Tower
document TEXT-001-HOUSE_OVERSIGHT_024003.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

NEW LEAF VENTURES III, L.P. – $375 MILLION LIMITED PARTNER INTERESTS – CONFIDENTIAL PRIVATE PLACEMENT MEMORANDUM APRIL, 2014 Control No. 257 NEW LEAF VENTURES III, L.P. – $375 MILLION LIMITED PARTNER INTERESTS – CONFIDENTIAL PRIVATE PLACEMENT MEMORANDUM APRIL, 2014 NEW LEAF VENT...

Michael Douglas and Kirk Douglas
document IMAGES-002-HOUSE_OVERSIGHT_013456.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Michael Douglas and Kirk Douglas Wendi Deng Murdoch Alfre Woodard hosted a down and dirty girls night out in a rented house above Sunset for Viola Davis and Octavia Spencer. Universal honcho Ron Meyer hosted a civilized private buffet at his Malibu home for Graydon Carter with...

User Name: DAVID SCHOEN
document TEXT-001-HOUSE_OVERSIGHT_017603.txt Feb 28, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…City, Utah). *** Partner, Farmer, Jaffe, Weissing, Edwards, Fistos & Lehrman (Fort Lauderdale, Fla.). The authors thank Douglas Beloof, Patricia Cassell, Meg Garvin, Jay Howell, James Marsh, and Stephen Twist for their assistance with this Article. Highlight This Article addresse...

Journal of Criminal Law and Criminology
document TEXT-001-HOUSE_OVERSIGHT_014037.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…City, Utah). *** Partner, Farmer, Jaffe, Weissing, Edwards, Fistos & Lehrman (Fort Lauderdale, Fla.). The authors thank Douglas Beloof, Patricia Cassell, Meg Garvin, Jay Howell, James Marsh, and Stephen Twist for their assistance with this Article. 59 60 CASSELL ET AL. [Vol. 104...

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...

Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014429.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Disclosures FUNDAMENTAL EQUITY OPINION KEY: Opinions include a Volatility Risk Rating, an Investment Rating and an Income Rating. VOLATILITY RISK RATINGS, indicators of potential price fluctuation, are: A - Low, B - Medium and C - High. INVESTMENT RATINGS r...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025583.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ Disclosure Section The information and opinions in Morgan Stanley Research were prepared by Morgan Stanley & Co. LLC, and/or Morgan Stanley C-T.V.M. S.A., and/or Morgan Stanley Mexico, Casa de Bolsa, S.A. de C.V., and/or Morgan...

COLLABORATIVE INSIGHTS February 25, 2019
document IMAGES-008-HOUSE_OVERSIGHT_024918.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

COWEN COLLABORATIVE INSIGHTS February 25, 2019 Equity Research Price Targets: Cowen and Company, LLC assigns price targets on all companies covered in equity research unless noted otherwise. The equity research price target for an issuer's stock represents the value that the ana...

It follows that if real GDP is understated, then
document IMAGES-003-HOUSE_OVERSIGHT_014548.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

It follows that if real GDP is understated, then what appears to be a slow recovery is not as slow as reported and what appears to be a period of low productivity growth is not as low as reported. We believe that the evidence favors the mismeasurement argument. At a September 20...