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Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025581.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH Valuation and Risks NORTH AMERICA INSIGHT ~~ Alternative Asset Managers: We value the stocks using a sum of the parts valuation and discounted cash flow as well as price/earnings and price/cash earnings multiples. Our DCF (COE of 12+15%, free cash flo...

Downside risks are: 1) integration risk from smartwatches and other wearables
document IMAGES-003-HOUSE_OVERSIGHT_014941.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Downside risks are: 1) integration risk from smartwatches and other wearables cannibalizing the fitness tracker market, 2) fad risk, as fitness trackers could be simply a fitness fad with consumers, 3) competitive risk from competitors out-innovating, and 4) execution risk on cha...

Exhibit 39: CFO Optimism About the US Economy
document IMAGES-003-HOUSE_OVERSIGHT_014575.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 39: CFO Optimism About the US Economy Chief financial officers’ confidence is at its highest level in a decade. % 90 % of CFOs More Optimistic Than Previous Quarter Recession 64.1 2004 2006 2008 2010 2012 2014 2016 Data through December 2016. Note: The survey questi...

Expense Growth by Category: Entitlement Spending Growing Much Faster than
document IMAGES-006-HOUSE_OVERSIGHT_020956.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Expense Growth by Category: Entitlement Spending Growing Much Faster than Other Expenses and 2% Higher than GDP Growth 1965 — 2005 USA Real Federal Expenses Growth by Category vs. Real GDP Growth Expenses Growth ‘05 vs. 40-yr 4965YY 2005Y/Y |40-yrCAGR| Variance Comments En...

We recently met with Apollo's management
document TEXT-001-HOUSE_OVERSIGHT_026634.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

 We recently met with Apollo's management We recently met with Apollo Co-Founder Josh Harris and CFO Martin Kelly, who were optimistic about the growth opportunities for the firm and the recurring fee outlook, although they expect meaningful upside in DE (distributable earning...

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

National Pub date: February 19, 2019 Title: DEEP THINKING Subtitle: Twenty-Five Ways of Looking at AI By: John Brockman Length: 90,000 words Headline: Science world luminary John Brockman assembles twenty-five of the most important scientific minds, people who have been thinking...

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...

demand. Our US economics team expects the stimulus to boost growth in H2 CY17 and
document IMAGES-002-HOUSE_OVERSIGHT_014418.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

demand. Our US economics team expects the stimulus to boost growth in H2 CY17 and likely CY18. Japan should be a big winner from stronger US growth, given its high exposure to the US economy in terms of exports and corporate profits (Chart 22 and Chart 23). On the negative side,...

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...

¢ StubHub trends as StubHub GMV comps are tough in 1H’17 (32% y/y growth in
document IMAGES-003-HOUSE_OVERSIGHT_014904.txt Apr 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

¢ StubHub trends as StubHub GMV comps are tough in 1H’17 (32% y/y growth in 1H’16). « Marketing expenses are expected to increase, putting pressure on margins and could raise concerns that GMV growth is being “bought”. Early 1Q traffic data points mixed comScore’s eBay desktop...

UBS View Prefer value and large caps in Europe, mid caps in US
document IMAGES-007-HOUSE_OVERSIGHT_024156.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Equity styles UBS View Prefer value and large caps in Europe, mid caps in US ¢ We recommend that investors look for value opportunities in Europe: The cheapest stocks within each sector are at extreme relative valuations, which should begin to normalize. Within Financials, howev...

Eight plus years into the market recovery, we see valuations extended as most
document IMAGES-001-HOUSE_OVERSIGHT_012080.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Cover Story Eight plus years into the market recovery, we see valuations extended as most of the gains since 2014 have been driven by multiple expansion rather than earnings growth. In this issue of Global Foresight, we highlight potential investment opportunities, as well as ch...

Fwd: US Equity Insights - Clinton vs Trump stock baskets
email IMAGES-011-HOUSE_OVERSIGHT_030865.txt Sep 20, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Richard Kahn [i Sent: 9/20/2016 7:58:13 PM To: jeffrey E. [[email protected]] Subject: Fwd: US Equity Insights - Clinton vs Trump stock baskets Attachments: O900b8cO8bbd7ff1_4.jpg Importance: — High Richard Kahn HBRK Associates Inc. 575 Lexington Avenue 4th Floor...

Equity Investment Rating Distribution: Financial Services Group (as of 30 Sep 2016)
document IMAGES-002-HOUSE_OVERSIGHT_014393.txt Sep 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Equity Investment Rating Distribution: Financial Services Group (as of 30 Sep 2016) Coverage Universe Count Percent Inv. Banking Relationships* Count Percent Buy 113 46.89% Buy 89 18.76% Hold 66 27.39% Hold 55 83.33% Sell 62 29.13% Sell 40 64.52% Equity Investment Rating Distrib...