Epstein Secrets

ities Group Swiss Television SF The Wharton School, University of Pennsylvania Alcoa Inc. PZU SA Embassy of Denmark Silddeutsche Zeitung GmbH Statoil (UK) Limited The NASDAQ OMX Group Frankfurter Allgemeine Zeitung DLA Piper UK LLP Freshfields Bruckhaus Deringer Engage Turkey India Canada

on Thomson Reuters Breakingviews.com Greylock Bloomberg Businessweek Thomson Reuters Accenture Busines

ent Fluor Corporation USA Nikolai Dobrinov Vice-President ICT Group of Companies Russian Federation Daniel Doctoroff Chief Executive Officer Bloomberg LP USA Evgeny Dod Chief Executive Officer JSC RusHydro Russian Federation Volkert Doeksen Chairman and Managing Partner Alpinvest Partners BV Nether

A (trading +1.0%) Kabel Deutschland Q1 inline, EBITDA slight better, flat dividend, outlook maintained (trading unch) RWE Q2 EBITDA better due to Statoil compensation payment, outlook confirmed (trading -0.90%) K&S Q2 inline (pre announced July 30th), adopt earning based dividend policy, guides in l

ales and net light, confirms FY guidance (trading -6.2%) HF's & PE have amassed an unprecedented $74B to invest in distressed situations in Europe (Bloomberg) Eurozone GDP contracted in Q2 on Italy/Spain (GDP -0.2% q/q = inline with median estimates) French GDP comes in slightly better than expected (un

uel and convenience stores. which grow organically year after year. ATD operates under brands Circle Kin US (No.2), Couche-Tard in Canada (No.1) and Statoil in Scandinavian Europe (No.1). Investment Thesis A. Resilient retail cash cow • The convenience store ("c-store") business is misunderstood by t

waiting for. J♦: Are there other companies that you think have overextended themselves in lending operations? You were recently mentioned in a Bloomberg article about Signet Jewelers (NYSE: SIG). MC: Well I think SIG is a great short because not a fan of roll-ups in general. and definitely not a

NIl inline, dividend raised (trading +2.2%) • ING quarterly earnings beat estimates as economy improves, strong balance sheet (trading +10.2%) • Statoil O4 operating results better than ests, dps maintained, fcf breakeven lowered (trading +7.5%) • Astrazeneca profit meets estimates as Brilinta sales

ty & Unit Labor Costs / Jobless Claims @ 8:30am, Bloomberg Consumer Comfort @ 9:45am, Factory Orders / Durab

cash flow & margins, confirms guidance (trading +3.4%) • Deutsche Post Q3 EBIT misses, freight & mail weak, maintains guidance (trading -0.70%) • Statoil: speculation interested in Whiting Petroleum purchase, $65 per share (trading -0.30%) • Bosch sells 5.0% Denso stake for €1.1 billion (to use funds

7% at 1992 congress, -16% following week Source: Bloomberg Secondaries (announced/priced): GNC. LGCY. MTZ,