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HOUSE_OVERSIGHT_031814

House Oversight Committee
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My initial recommendation this morning was to buy the $200 Aug puts. I still think that is the best idea. The stock is now down 16% on a deal that no one fully understands. The CEO has a good track record regarding mergers. So I think it makes sense to keep the stock and own protection for the next 35 days until we hopefully get more clarity from management.

Paul Barrett Alpha Group Capital LLC 142 W 57" Street, 11" Floor, New York, NY 10019

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From: jeffrey E. <jeevacation@gmail.com> Sent: Friday, July 13, 2018 1:55 PM

To: Paul Barrett a > Ce: Richard K:hn

Subject: Re: AVGO

Ive had enough!!!!|_ Which puts ???

On Fri, Jul 13, 2018 at 1:40 PM Paul Barrett <r wrote: Any thoughts on the AVGO Aug puts? Stock trading at 204.50.

Aug puts now $6.50

Paul Barrett Alpha Group Capital LLC 142 W 57" Street, 11" Floor, New York, NY 10019

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From: Paul Barrett Sent: Friday, July 13, 2018 9:42 AM

To: jeffrey E. <jeevacation@gmail.com>; Richard Kahn <q Subject: RE:

Jeffrey

HOUSE_OVERSIGHT_031814