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ubject: Re: To: "jeffrey E." wrote: Another stock which you should watch is Netease (NTES). Second largest mobile gaming company in China after a Tencent. I bought some last week around 275. Very few people in the US follow the name. China about to overtake the US as the worlds largest mobile gaming m
New York, NY 10022 tel 212-971-1306 fax 212-320-0381 cell 917-414-7584 On May 15, 2017, at 3:50 PM, jeffrey E. < Forwarded message From: Paul Barrett Date: Mon, May 15, 2017 at 9:50 PM Subject: Re: To: "jeffrey E." wrote: Another stock which you should watch is Netease (NTES). Second largest
Mon, 15 May 2017 19:50:15 +0000 [=. Another stock which you should watch is Netease (NTES). Second largest mobile gaming company in China after a Tencent. I bought some last week around 275. Very few people in the US follow the name. China about to overtake the US as the worlds largest mobile gaming m
From: Paul Barrett < To: "Jeffrey E." < Subject: Re: Date: Mon, 15 May 2017 19:50:15 +0000 [=. Another stock which you should watch is Netease (NTES). Second large
rom: Paul Barrett < Sent: Tuesday, July 24, 2018 3:40 PM To: Jeffrey E. Cc: Richard Kahn Subject: Trade Ideas Jeffrey 1. We own $2.5MM of Tencent. The stock is down 20% from the highs in lan=ary. A lot of that has to do with its weight in the Chinese and EM ETFs. • I think we should add $2MM
From: Paul Barrett < Sent: Tuesday, July 24, 2018 3:40 PM To: Jeffrey E. Cc: Richard Kahn Subject: Trade Ideas Jeffrey 1. We own $2.5MM of Tencent. The stock
t' 1 1 1 1 keep google. On Tue, Jul 24, 2018 at 5:40 PM, Paul Barrett <paul@al=hagroupcapital.com <mailto > wrote: Jeffrey 1. We own $2.5MM of Tencent. The stock is down 20% fro= the highs in January. A lot of that has to do with its weight in the Chin=se and EM ETFs. EFTA_R1_01792515 EFTA0260336
From: jeffrey E. <[email protected]> Sent: Tuesday, July 24, 2018 4:06 PM To: Paul Barrett Subject: Re: Trade Ideas yes On Tue, Jul 24, 2018 at 6:02 PM, Paul Barrett < <mailto wrote: Ok Assume sell Naspers as well? Paul Barrett Al
sue is the 45% discount NAV never seems to close (chart 1). Pa=t 3 months Naspers crystallized over $12bn realizing impressive returns =3D 5,500x on Tencent and 3.7x on Flipkart. Zero impact on the discount for=2 reasons 1) limited visibility on use of proceeds and no buybacks 2) flow= have not been help
From: jeffrey E. <[email protected]> Sent: Thursday, June 14, 2018 1:29 PM To: Richard Kahn; Paul Barrett Subject: Re: BAML Insight: NASPERS discount, XOM inflection, PCG scenarios, AMX hosted CEO, RENAULT spec-sit, ACC upgrade, GENE editing, GDPR idea
of each of the following: • Win Semiconductor • ST Micro • AMS AG • Sunny Optica= • ASML And lastly we need more eGaming exposure. We have Tencent and =etEase — both of which we will add on the next opportunity. So I w=uld like to add $500,000 each to: EFTA_R1_01327033 EFTA02350036 Ubisoft
From: Paul Barrett Sent: Monday, July 24, 2017 5:56 PM To: Richard Kahn Cc: Jeffrey Epstein Subject: To Do Rich I would like to clean up the following positio
the following: • ST Micro • AMS AG • Sunny Optical • ASM= EFTA_R1_01877054 EFTA02642364 And lastly we need more eGaming exposure. We have Tencent and NetEase=— both of which we will add on the next opportunity. So I would li=e to add $500,000 each to: <=i class="m_-1569134557135464472MsolistP
From: jeffrey E. <[email protected]> Sent: Monday, July 24, 2017 6:25 PM To: Paul Barrett Subject: Re: To Do Ok to all =div>On Mon, Jul 24, 2017 at 1:55 PM Paul Barrett < Rich Q I would like to clean up the following=positions: <m
<[email protected]> <mailto > > Another stock =hich you should watch is Netease (NTES). Second largest mobile gaming =ompany in China after a Tencent. I bought some last week around 275. =ery few people in the US follow the name. China about to overtake the =S as the worlds largest mobile gaming m
blank" =lass=""> EFTA_R1_01887918 EFTA02648768 On May 15, 2017, at 3:50 PM, jeffrey E. <[email protected]> wrote: Forwarded message From: Paul Barrett < Date: Mon, May 15, 2017 at 9:50 PM Subject: =e: To: "jeffrey E." <[email protected]> <mailto > > Another stock =hich you should watch is
ailcom <mailto:[email protected]» Another sto=k which you should watch is Netease (NTES). Second largest mobile gaming c=mpany in China after a Tencent. I bought some last week around 275. Very f=w people in the US follow the name. China about to overtake the US as the =orlds largest mobile gaming m
, NY 10022 =/div> On May 15, 2017, at 3:50 PM, jeffre= E. <[email protected] <mailto:[email protected]> wrote: Forwarded messa e From: Paul Barrett Date: Mon, May 15, 2017 at 9:50 PM Subject: Re: To: "jeffr=y E." ceevacation@gmailcom <mailto:[email protected]» Another sto=k which you shou
il.com <mailto:[email protected]» Another stock which=you should watch is Netease (NTES). Second largest mobile gaming company i= China after a Tencent. I bought some last week around 275. Very few peopl= in the US follow the name. China about to overtake the US as the worlds l=rgest mobile gaming m
From: jeffrey E. <[email protected]> Sent: Monday, May 15, 2017 7:51 PM To: Richard Kahn Subject: Fwd: Forwarded messag= From: Paul Barrett Date: Mon, May 15, 2017 at 9:50 PM Subject: Re: To: 8suot;jeffrey E." <[email protected] <mailto:[email protected]» Another stock which=y
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