EFTA01063340Set 9
2018-06-0212p4,716w
From: Neil Campling ala
Subject: Global TMT Weekly - Amazon, Logitech, Swisscom, Nintendo, Apple, Dialog, Ubisoft,
Dish, ams, Zynga, Facebook, Salesforce.com
Date: Sat, 02 Jun 2018 07:24:22 +0000
Attachments ... reflect on the performance of our eGaming basket. We also update performance of our Global TMT First XI and
Worst Xl lists. We take a look, through the work ... First XI v Worst XI performance update
A quick look at performance for our global TMT top picks where we select our Alpha ideas on both the long and
short
https://www.justice.gov/epstein/files/DataSet%209/EFTA01063340.pdf
EFTA00390384Set 9
2013-05-147p2,260w
Metals/Mining/Steel (Barcelona), UBS Financials (NYC), Citi Global
Energy/Utilities (Boston), BofA Global Transportation (Boston), JPM Global TMT (Boston). SPA's -3 handles =
1628.20 last.
• Sony: Dan Loeb's Third Point ... Global HC (Las Vegas)
Conferences: Citi Global Energy/Utilities (Boston), Bofa Global Transportation (Boston), JPM Global TMT (Boston), Opco
Industrial Growth (NYC)
Analyst/Investor Days: EPL, BCOV, ININ
Non-Deal Roadshows
https://www.justice.gov/epstein/files/DataSet%209/EFTA00390384.pdf
EFTA01036504Set 9
2018-06-115p4,927w
Campling
To:
Cc:
Bcc:
Date: Sat, 2 Jun 2018 07:24:22 40000
Subject: Global TMT Weekly - Amazon, Logitech, Swisscom, Nintendo, Apple, Dialog, Ubisoft, Dish, ams, Zynga, Facebook, Salesforce.com
Summary ... reflect on the
performance of our eGaming basket. We also update performance of our Global TMT First XI and Worst XI lists. We take a look, through the work ... First %I v Worst %I performance update
A quick look at performance for our global TMT top picks where we select our Alpha ideas on both the long and short
https://www.justice.gov/epstein/files/DataSet%209/EFTA01036504.pdf
EFTA01039243Set 9
2018-06-1011p4,916w
Date: Sat, 2 Jun 2018 07:24:22 +0000
Subject: Global TMT Weekly - Amazon, Logitech, Swisscom, Nintendo, Apple, Dialog, Ubisoft, Dish, ams,
Zynga, Facebook, Salesforce.com
Summary
This week has seen ... reflect on the performance of our eGaming basket. We also update performance of our Global
TMT First XI and Worst XI lists. We take a look, through the work ... First XI v Worst XI performance update
A quick look at performance for our global TMT top picks where we select our Alpha ideas on both the long
and short
https://www.justice.gov/epstein/files/DataSet%209/EFTA01039243.pdf
EFTA00390547Set 9
2013-05-106p1,832w
survey, Bofa Global Metals & Mining
Conf, Bofa Health Care Conf, Citi Energy/Utilities Conf, JPM Global TMT, UBS Global Financials, Earnings (A, XONE,
CACH)
Wednesday: MBA Mortgage Applications
https://www.justice.gov/epstein/files/DataSet%209/EFTA00390547.pdf
EFTA00390625Set 9
2013-05-137p1,926w
survey, Bofa Global
Metals & Mining Conf, Bofa Health Care Conf, Citi Energy/Utilities Conf, JPM Global TMT, UBS Global Financials, Earnings
(A, XONE, CACH)
Wednesday: European O1 GDP's, MBA Mortgage
https://www.justice.gov/epstein/files/DataSet%209/EFTA00390625.pdf
EFTA00414238Set 9
2012-05-046p1,839w
3Q12
DigiTimes<
Key Events Next Week
Monday: Consumer Credit, DB Healthcare Conference (Boston), Jefferies Global TMT Conference
(NYC), Earnings (CTSH, BSFT, SYY, TSN, EA, VN0)
Tuesday: NFIB Small Business Optimism
https://www.justice.gov/epstein/files/DataSet%209/EFTA00414238.pdf
EFTA02107535Set 10
2014-05-057p1,601w
Balance, Australia rate decision, Eurozone Retail Sales / PMIs, Baird Growth Stock
Conference (Chicago), Jefferies Global TMT (Miami), Earnings (AME, DISCA, DTV, EMR, FE, IFF,
MOS, NRG, VMX, XRAY, ALL, ATVI
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02107535.pdf