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Grant’s Conference Francine McKenna On How To Detect Accounting Gimmicks At Companies Such As MoviePass Or… Berkshire Hathaway

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Jacob Wolinsky
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Stay tuned for much much more from Grant's 2018 Interest Rate Observer which took place on October 9th 2018 in NYC featuring Stan Druckenmiller among others. All content will be posted at this link and in our Q3 letters archive so stay tuned

Below are rough notes from a famous and shrewd audit critic Francine McKenna, on accounting games at Valeant, Tesla, MoviePass, GE etc. and even .... Berkshire Hathaway among other places

Stay tuned from more from Francine and also notes from Druck and others!

Please note the notes are not verbatim and may contain some mistakes - this is for information purposes only and not investment advice,

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.