EFTA02651006.pdf

From: Gianni Serazzi Sent: Tuesday, May 2, To: jeffrey E. Subject: Re: Market... We can talk about it if you want. Thx<=div> On May 2, 2017 11:44 AM, "jeffrey E." <[email protected]> wrote: inve=tment ? Ciao Je=f, I hope all is great. Let me know if you get to Monaco anytime soon!=ln the meantime if useful -Luxury companies continue to grow, Ch=na mainland is 8 months that is growing aggressively. EM in general and As=a great, EU and US OK. US slowing in April -Have a cool investme=t if you want to talk about it. Sizeable (- 100M), cannot do by myself -Tech getting expensive. Several friends are trying to hedge their po=itions and they work in these companies. Big internal pressure not to sell=their stock (bonus cut etc) -Tesla stock cannot be explained by =eople that work in Tesla... Managers getting upset with Elon's big ann=uncements on timing etc when they are not approved internally Thx please note The=information contained in this communication is confidential, may be att=rney-client privileged, may constitute inside information, and is inten=ed only for the use of the addressee. It is the property of JEE U=authorized use, disclosure or copying of this communication or any part=thereof is strictly prohibited and may be unlawful. If you have receive= this communication in error, please notify us immediately by EFTA_R1_01892083 EFTA02651006 return=e-mail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and al= copies thereof, including all attachments. copyright -all rights reser=ed 2 EFTA_R1_01892084 EFTA02651007