REPLAY: Wide-Moat Investing Summit 2021

This 9th annual online conference brought together great minds from the MOI Global network of intelligent investors.

Members enjoy complimentary and exclusive access.

Enjoy the wisdom, insights, and ideas of selected thought leaders:

Hugh Evans on the Investment Case for Collplant Biotechnologies

We spoke with Hugh Evans, a board member of Collplant (US: CLGN), about the company’s market opportunity and competitive position.

Kuntal Shah on Three Decades of Intelligent Investing in India

This transcript is an edited rendition of a conversation between Rohith Potti and Kuntal Shah, a public markets investor in India.

Marc Rubinstein on Revolut: Building a Global Financial Superapp

We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.

Eugene Ng on His Book, Vision Investing: How We Beat Wall Street…

Eugene Ng discussed his book, Vision Investing: How We Beat Wall Street & You Can, Too, at MOI’s Meet-the-Author Summer Forum 2021.

Aswath Damodaran on His Book, The Dark Side of Valuation

Professor Aswath Damodaran discussed his book, The Dark Side of Valuation, at MOI Global’s Meet-the-Author Summer Forum 2021.

Howard Schilit on Financial Shenanigans: How to Detect Fraud

Howard Schilit discussed his book, Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports.

The Manual of Ideas

MOI Global’s flagship member publication features exclusive content, including thought leader interviews and in-depth idea theses.

Download the Latest Edition

Member-Only Podcasts

We are delighted to launch member-only podcasts, enabling you to listen to exclusive MOI Global audio content in your favorite podcast player.

Access the Podcasts

MOI Global en Español

We are proud to have built an active and engaged Spanish-speaking community of intelligent investors in Spain, Mexico, and beyond.

Visit MOI Global en Español

Best Ideas 2021

Discover Great Instructors and Great Ideas

Latticework New York 2021

In the fall of 2021, members will meet at the Yale Club for the fifth annual Latticework. The summit explores the topic of mental models in a changing world. It has been lauded as a uniquely impactful forum of the best minds from the MOI Global community.

Speakers have included Charles de Vaulx, Tom Gayner, Howard Marks, Mohnish Pabrai, Chamath Palihapitiya, Tom Russo, Murray Stahl, Will Thorndike, Arnold Van Den Berg, and Ed Wachenheim.

Replay selected past sessions.

The Frankfurt Conversation 2021

In November 2021, invited members of MOI Global will meet in Frankfurt, Germany, for a day of wisdom and idea sharing.

The Frankfurt Conversation will address selected topics related to intelligent investing in Europe and beyond.

In the past, invited members engaged with European superinvestors Daniel Gladis, Dr. Hendrik Leber, Guy Spier, and others.

Replay selected past sessions.

Ideaweek 2022

Ideaweek brings together inquisitive minds to explore ideas of consequence in investing, business, and life.

In February 2022, invited members of the MOI Global community will meet in St. Moritz, Switzerland for a week of skiing, discussion, and friendship. The fourth annual Ideaweek is a showcase of ideas, a platform for great conversations, and an opportunity to catalyze relationships with like-minded individuals.

Read impressions from the last edition.

The Zurich Project 2022

In June 2022, a select group of fund managers and founders will come together for the fifth edition of this invitation-only forum in beautiful Switzerland. Investors building firms for the long term share experiences, best practices, and ideas in an intimate private setting, far from the demands of day-to-day business.

The Zurich Project has received acclaim for its unique culture of respect, camaraderie, and honesty.

See a few impressions.

Howard Schilit on Financial Shenanigans: How to Detect Fraud

July 18, 2021 in Audio, Equities, Explore Great Books Podcast, Featured, Full Video, Interviews, Meet-the-Author Summer Forum, Meet-the-Author Summer Forum 2021, Meet-the-Author Summer Forum 2021 Featured, Member Podcasts, Skills, Transcripts

Howard Schilit discussed his book, Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports, at MOI Global’s Meet-the-Author Summer Forum 2021. Howard is a pioneer in the field of detecting accounting chicanery.

The following session offers a preview of our Meet-the-Author Summer Forum 2021, designed to provide summer reading inspiration to MOI Global members. We look forward to releasing additional conversations in the coming weeks.

Editor’s note: We are delighted to have Alex Gilchrist, a London-based research associate at MOI Global, host the Meet-the-Author Summer Forum 2021.

The full session is available exclusively to members of MOI Global.

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This conversation is available as an episode of Explore Great Books, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the book:

The bestselling classic from the “Sherlock Holmes of Accounting”—updated to reflect key case studies from the past quarter century and the dishonest tactics used to mislead investors. This fourth edition of the bestselling guide shines a light on the most shocking frauds and financial reporting offenders, and gives investors the tools they need to spot deceptive financial reporting in the global markets. This unparalleled guide provides the investigative tools you need to detect:

  • Corporate cultures that incentivize dishonest practices
  • The latest tricks companies use to exaggerate revenue and earnings
  • Techniques devised by management to manipulate cash flow as easily as earnings
  • Companies that use misleading metrics to fool investors about their financial performance
  • How companies use acquisitions to hide deterioration in their underlying business

You’ll learn everything you need to know to unearth deceptive reporting and avoid costly mistakes. This new edition focuses on the key case studies from the past quarter century and brings you up to date on accounting chicanery in the global markets. Howard Schilit and his team of renowned forensic accounting experts reveal the most shocking frauds, expose financial reporting miscreants, and unveil the latest methods companies use to mislead investors.

About the co-authors:

Dr. Howard M. Schilit, PhD, CPA, is the founder and CEO of Schilit Forensics, an investment research consultancy. Howard is a pioneer in the field of detecting accounting chicanery and has testified before Congress and the SEC. Previously, he founded and led CFRA and was a professor at American University.

Jeremy Perler, CFA, CPA, is a partner at Schilit Forensics. Previously, he held positions at Coatue Management, CFRA, and PwC. Jeremy has served on advisory committees for the FASB and PCAOB.

Yoni Engelhart, CFA, is a partner at Schilit Forensics. Previously, he held positions at Partners Capital, Wellington Management Company, and CFRA. Yoni is a graduate of Harvard Business School. –This text refers to the mp3_cd edition.

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