EFTA01435727Set 10
2018-07-207p1,152w
Subject: XPO Logistics - Takeaways from mgmt. meeting
From: Martin Zeman
Date: Fri, 20 Jul 2018 10:53:53 -0400
To: "Paul Barrett (
Cc: Stewart Oldfield
Please see the 2-pager ... Sent: Thursday, July 19, 2018 4:06 PM
To: Martin Zeman •= >
Subject: XPO Logistics - Takeaways from mgmt. meeting
Deutsche Bank
Research
{Deutsche Bank Logo}
XPO Logistics
Takeaways from mgmt. meeting ... flow
trends. We came away more comfortable in all three areas, with our specific
takeaways as follows:
Recession stress test: We believe XPO's ability to preserve revenue,
earnings
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01435727.pdf
EFTA00518064Set 9
2019-05-2617p2,896w
Sender: Self 'eeitune ail.com
Participants: ( ), Self (jeeitunes®gmail.com )
What is your takeaway re elections
iMessage
[3] 2019-05-26 20:09:49 (UTC)
Sender: Self 'eeitune ail.com
Participants: ( ), Self (jeeitunes ... gmail.com )
What is your takeaway re elections
iMessage
[2] 2019-05-26 20:09:49 (UTC)
Sender: Self 'eeitune ail.com
Participants: ( ), Self (jeeitunes®gmail.com )
EFTA00518071
What is your takeaway ... Sender: Self 'eeitune ail.com
Participants: ( ), Self (jeeitunes@gmail.com )
What is your takeaway re elections
iMessage
2019-05-26 20:11:07 C) 3
Sender:
Participants: ( ), Self (jeeitunes@gmail.com )
We will need
https://www.justice.gov/epstein/files/DataSet%209/EFTA00518064.pdf
EFTA01411427Set 10
2015-05-31202p28,772w
onshore, ex-NGLs), and the outlook for the coming
2-5 years. Key
takeaways: 1) Don't expect a major roll-over in Non-OPEC supply through ... onshore,
ex-NGLs), and the outlook for the coming 2-5 years. Key takeaways: 1) Don't
expect a major roll-over in Non-OPEC supply through
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01411427.pdf
EFTA02107841Set 10
2014-04-0316p4,826w
Further despite its current $360m mkt cap AIQ still has no analyst
coverage
* Takeaways - RDNT shld play out similarly to AIQ, BUY RDNT IN
LOW $3s
EFTA_R1_00725425
EFTA02107842 ... SPECIAL SITUATIONS -
Radnet, Inc. (RDNT)
April 2, 2014
Takeaways
' As an example of how RDNTs deleveraging cld play out see comp AIQ
• AIQ commenced its deleveraging process ... debt."
SPECIAL SITUATIONS -
Radnet, Inc. (RDNT)
EFTA_R1_00725429
EFTA02107846
April 2, 2014
Takeaways
" RDNT has grown through acquisitions over the past decade becoming the leading national
provider of freestanding
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02107841.pdf
EFTA01387699Set 10
2018-07-191p288w
Paul Barrett (U
CC: Stewart Oldfield
Subject XPO Logistics - Takeaways from mgmt. meeting
Please see the 2-pager, will call you in a bit.
Martin
Martin Zeman
Director ... Sent: Thursday, July 19, 2018 4:06 PM
To: Martin Zeman <
Subject: XPO Logistics - Takeaways from mgmt. meeting
Deutsche Bank
Research
XPO Logistics
Takeaways from mgmt. meeting
19 July
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01387699.pdf
EFTA01925070Set 10
2014-04-0314p5,119w
Further despite its current $360m mkt cap AIQ still has no
analyst coverage
* Takeaways - RDNT shld play out similarly to AIQ, BUY
RDNT IN LOW $3s
▪ Of I i VFM41Nt ... SPECIAL SITUATIONS -
Radnet, Inc. (RDNT)
April 2, 2014
Takeaways
EFTA_R1_00370235
EFTA01925071
* As an example of how RDNTs deleveraging cid play out see comp AIQ
• AIQ commenced its deleveraging ... SPECIAL SITUATIONS -
Radnet, Inc. (RDNT)
April 2, 2014
Takeaways
• RDNT has grown through acquisitions over the past
decade becoming the leading national provider of freestanding, fixed-site
outpatient diagnostic imaging
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01925070.pdf
EFTA00370590Set 9
2014-04-229p4,881w
Further despite its current $360m mkt cap AIQ still has no analyst coverage
* Takeaways - RDNT shld play out similarly to AlQ, BUY RDNT IN LOW $3s
SPECIAL SITUATIONS -
Radnet ... RDNT)
April 2, 2014
Takeaways
▪ As an example of how RDNTs deleveraging cld play out see comp AIQ
▪ AIQ commenced its deleveraging process Oct 29 2012 when shares were approx ... including ongoing reduction of our debt."
SPECIAL SITUATIONS -
Radnet, Inc (RDNT)
April 2, 2014
Takeaways
▪ RDNT has grown through acquisitions over the past decade becoming the leading national provider
https://www.justice.gov/epstein/files/DataSet%209/EFTA00370590.pdf
EFTA00370578Set 9
2014-04-229p4,858w
Further despite its current $360m mkt cap AIQ still has no analyst coverage
* Takeaways - RDNT shld play out similarly to AIQ, BUY RDNT IN LOW $3s
SPECIAL SITUATIONS -
Radnet ... RDNT)
April 2, 2014
Takeaways
' As an example of how RDNTs deleveraging cld play out see comp AIQ
' AIQ commenced its deleveraging process Oct 29 2012 when shares were approx ... including ongoing reduction of our debt."
SPECIAL SITUATIONS -
Radnet, Inc (RDNT)
April 2, 2014
Takeaways
• RDNT has grown through acquisitions over the past decade becoming the leading national provider
https://www.justice.gov/epstein/files/DataSet%209/EFTA00370578.pdf
EFTA00370569Set 9
2014-04-228p4,822w
Further despite its current $360m mkt cap AIQ still has no analyst coverage
* Takeaways - RDNT shld play out similarly to AlQ, BUY RDNT IN LOW $3s
SPECIAL SITUATIONS -
Radnet ... RDNT)
April 2, 2014
Takeaways
As an example of how RDNTs deleveraging cld play out see comp AIQ
AIQ commenced its deleveraging process Oct 29 2012 when shares were approx ... ongoing reduction of our debt."
SPECIAL SITUATIONS -
EFTA00370571
Radnet, Inc. (RDNT)
April 2. 2014
Takeaways
• RDNT has grown through acquisitions over the past decade becoming the leading national provider
https://www.justice.gov/epstein/files/DataSet%209/EFTA00370569.pdf
EFTA00785937Set 9
2018-08-1717p2,819w
Sender: Self e:"eeitunes il.com
Participants: ( ), Self ( e:jeeitunes@gmail.com )
What was your takeaway , inaddtion to getting air con that works?
iMessage
[2] 2018-08-18 12:13:06 (UTC)
EFTA00785949 ... Sender: Self 'eeitune ail.com
Participants: ( ), Self (jeeitunes®gmail.com )
What was your takeaway , inaddtion to getting air con that works?
iMessage
2018-08-18 12:25:06 UTC 6
Sender:
Participants
https://www.justice.gov/epstein/files/DataSet%209/EFTA00785937.pdf