EFTA Document EFTA01466978

Subject: Re: percents es et a read from your team [C] From: Vinit Sahni Date: Mon, 03 Feb 2014 17:24:40 -0500 To: Nav Gupta Cc: Tazia Smith Paul Morris It's very clear with today's price action that the street appetite for risk is very limited and very little liquidation has happened. We see some bottom fishing but the size is very small as value investors not convinced. There is a true disconnect between the inflation and growth and that is reflected in pricing power. The market needs to re-evaluate this. I suspect we will see some pullback but the market will remain fragile. We need to still look for areas where true value exists. Vinit On 3 Feb 2014, at 21:07, "Nav Gupta" e > wrote: Great - Will Analyze in detail tomorrow and revert Nav On 3 Feb 2014, at 20:55, "Vinit Sahni" e > wrote: Hi tazia - am out of office tomorrow. Happy to discuss later in the eve tomorrow. Nav can u pls help and we can discus in the eve Thanks Vinit On 3 Feb 2014, at 18:19, "Tazia Smith" < ffl> wrote: Classification: Confidential EFTA01466978 Hello Vinit & Nav - Paul and I spoke with JE this morning. This a proposal, from him, of putting —100mm to work. I'm putting together some suggested tweaks on a few pieces (ex additional companies in japan, detail on the energy piece), and pricing, etc. Clearly always love your input as well Team! Please let me know if/when you have a moment to discuss, thanks! Also, recognize this is helpful in scaling ideas. Best, Tazia Forwarded by Tazia Smith/db/dbcom on 02/03/2014 01:14 PM From: Jeffrey Epstein <jeevacation@gmail.com> To: Tazia Smith/db/dbcom@DBAMERICAS, Paul Morris/db/dbcom@DBAMERICAS, Date: 02/02/2014 08:59 PM Subject: percentages get a read from your team <0.9E4.png> *********************************************************** The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of Jeffrey Epstein Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA01466979