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From: "Jeffrey E." <[email protected]> To: Paul Barrett < >, Richard Kahn Subject: Re: Date: Sun, 08 Jul 2018 09:58:24 +0000 Inline-Images: image002.jpg 1/ ok 2 ok 3 ok. . 1 bonds that receive interses
3MM Kindred bonds that were called this week. I would add $1-2MM. 2. Equity Idea from the team who gave the CD Projekt (polish gaming stock) idea - Buy InterActive Corp (IAC) on the back of continued success of Match.com and Tinder. Stock trades at 19x 2019 estimates. Fits the mold of asset light platform company wi
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From: Paul Barrett Sent: Sunday, July 8, 2018 12:13 PM To: jeffrey E. Cc: Richard Kahn Subject: Re: When I look at buying a bond that has upside price potentia
M Kindred bonds that were called this week. I would add $1-2MM. 2. Equity Idea from the team who gave the CD Projekt (polish gaming stock) idea - Buy InterActive Corp (IAC) on the back of continued success of Match.com <http://Match.com> and Tinder. Stock trades at 19x 2019 estimates. Fits the mold of asset light
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From: Paul Barrett <1 .1.. > Sent: Sunday, July 8, 2018 2:44 AM To: Jeffrey E. Subject: RE: Hi Jeffrey We just got back tonight. I avoid putting on new position
M Kindred bonds that were called this week. I would add $1.2MM. 2. Equity Idea from the team who gave the CD Projekt (polish gaming stock) idea - Buy InterActive Corp (IAC) on the back of continued success of Match.com and Tinder. Stock trades at 19x 2019 estimates. Fits the mold of asset light platform company wi
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