Document Mentions (4 shared documents)

EFTA02602914

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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

. Let's also switch Naspers back into Tencent.<=:p> a. Downward revisions to their egaming business have hurt sentiment=/o:p> b. They own 48% of Fortnite (on a run rate of $3BIn revs this=year — and that is before the China launch in the coming weeks). c. Tencent Music targeting a $30BIn IPO d. e.

EFTA02615995

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. Overall, just a few hours in and i= appears Blackout is winner over the fence sitters and naysayers — w=ich bodes well for the launch next month. Paul Barrett Alpha Group Capital U.0 142 W 57th Street, 11th Floor, N=w York, NY 10019 646.876-5277 (o) 646-342-6930 (c) </a paul@al=hagroupcapital.com <mailt

lish gaming stock. The Call of Duty release is e=pected to be in late October. Sounds like they have successfully integrated=the battle royale (ala Fortnite) format into the latest CoD game. I would start with $1MM. -o:p> EFTA_R1_01816101 EFTA02615995 activision (Buy): blackout beta=off to a great

EFTA02624612

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ask David Fiszel what he thinks about this =tock? please advise thank =ou Richard Kahn HBRK Associates =nc. Begin forwarded message: From: =/b>Paul Barrett Subject: =/b>Equity Idea - =TVI Date: =/b>September 11, 2018 at 9:40:09 =M EDT To: =/b>jeffrey E. <[email protected]> Cc: Richard Kahn Jeffr

lish gaming stock. The Call of Duty release is expected to be in late =ctober. Sounds like they have successfully integrated the battle royale =ala Fortnite) format into the latest CoD game. I would =tart with $1MM. ACTIVISION (BUY): =LACKOUT BETA OFF TO A GREAT START =nbsp; &n=sp; &nbs=; Call of Dut