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From: Richard Kahn < > Sent: Thursday, July 12, 2018 12:12 PM To: Jeffrey Epstein Subject: Fwd: Apple, Inc.: App Store Growth Sustains in June Q Richard Kahn H
From: Richard Kahn < > Sent: Thursday, July 12, 2018 12:12 PM To
er. Results are better than the expected 500 bps Services growth =eceleration modeled by consensus. Accelerating gaming growth in the US, =elped by Fortnite, offset decelerating growth in China. App=Store net revenue sets quarterly record in C2Q; results slightly below =Se but ahead of consensus. Accordi
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 is down 20% from the highs in lan=ary. A lot of that has to do with its wei
y 24, 2018 3:40 PM To: Jeffrey E. Cc: Richard Kahn Subject: Trade Ideas Jeffrey 1. We own $2.5M
. 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.
From: Richard Kahn < Sent: Friday, November 9, 2018 1:07 PM To: Jeffrey Epstein Subject: Fwd: Equity Idea - ATVI Palio recommended Activision at 76. Sto=k 56 thi
From: Richard Kahn < Sent: Friday, November 9, 2018 1:07 PM To:
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
From: Richard Kahn Sent: Tuesday, September 11, 2018 2:40 PM To: Jeffrey Epstein Subject: Fwd: Equity Idea - ATVI should i ask David Fiszel what he thinks about t
From: Richard Kahn Sent: Tuesday, September 11, 2018 2:40 PM To:
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
ne 9, 2018 6:04 AM To: Paul Barret Su ject: >; Richard Kahn paul, definite growing pains. . please provide m
June 10, 2018 1:02 AM To: Paul Barrett ca Rich Kahn <r > Subject: Re: These sector analysis is USEL
aud Research who are the best in this space. They had recommended Ubisoft and CD Projekt which are working well. Nintendo (Buy): Pokemon, and maybe Fortnite, can add to Switch momentum We expect more details of games from Nintendo at E3 but this week Nintendo has showcased significant software plans for
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