From: Jonathan Farkas < Sent: Wednesday, July 11, 2018 4:54 PM To: jeevacation@gmail.com Subject: Fwd: CAS Investment Partners Quarterly Investor Letter - July 2018 look at this From: To: Sent: 7/111=018 12:49:33 PM Eastern Standard Time Subject: CAS Investment Partners =uarterly Investor Letter - July 2018 CAS Investment Partners July 2018 Investor Let=er I look=forward to your thoughts, comments and questions. Sincerely, Cliff Cliffor= Sosin CAS Investment Partners, LLC T: CAS Investment Partners, LLC&nbs=; 1745 Broadway, Floor 17 I New York, NY =0019 8 Wright Street, Floor 1 I Westport, CT 06880=br> www.casinvestmentpartners.com Copyright O=2018 CAS Investment Partners, All rights reserved. You are receiv=ng this because you've indicated an interest in getting periodic updates f=om CAS Investment Partners. Our mailing address is: CAS Investment Partners 1745 Broadway, Floor 17 New York, NY =span class="postal-code">10023 Add us to your address book <about:blank> Want to change how you receive these emails? EFTA_R1_01790599 EFTA02602264 You can update your preferences <https://casi=yestmentpartners.us9.listmanage.com/profile?u=f5a7230dae50d1c-fb73937209=amp;id=fba94bf0c7&e=b572205756> or unsubscribe from this list <https://casinvestmentpartners.us9.li=tmanage.com/unsubscribe?u=f5a7230clae50d1cf b73937209&id=fba94bf0c7=amp;e=b572205756&c=6f2d6bf379> <http://www.ma=lchimp.com/monkeyrewards/?utm_source=freemium_newsletter&utm_medium=3Demail&utm_campaign=monkey_rewards&aid=f5a7230d ae50d1cfb73937=09&af1=1> <https://casinvestmentpartners.us9.1istmanage.corriltracqopen.phOu=f5a7230dae50d1cfb73937209&id=6f2d6bf379&e=b57220=756> 2 EFTA_R1_01790600 EFTA02602265