LIVE October 13-15: European Investing Summit 2021

This 9th annual online conference brings 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:

European Banks Might Finally Be Ready to Rise From the Ashes

Some 17% of our funds are devoted to banks. We own the UK champions Intesa, BNP, and Lloyds. We also own Deutsche Bank and Commerzbank.

Christian Billinger on Managing Investment Return Expectations

Christian elaborates on 1) how he arrives at a long-term return expectation of 8-12%, and 2) the benefits of having any expectations at all.

William Knowles on Concentrated, Low-Turnover, Quality-First Investing

We spoke with William Knowles of WMKI Group about managing concentrated, high-conviction portfolios with minimal turnover. 

Learning From Francisco Garcia Parames: Quotations and References

We are pleased to share a resource for members looking to learn from Spanish investor Francisco Garcia Parames, a champion of value investing.

Edward Chang on Investing in Undervalued Growth Stocks

We spoke with Edward Chang, portfolio manager of Pledge Capital, about investing in undervalued companies on the right side of change. 

Learning From Jean-Marie Eveillard: Quotations and References

We are pleased to share a resource for members looking to learn from legendary investor Jean-Marie Eveillard, a champion of value investing.

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 December 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.

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.

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.

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.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

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.

Highlighted Tweet by JohnArnoldFndtn

September 1, 2021 in Twitter

MOI Global

The research-driven membership organization of intelligent investors worldwide