QAV 734 — Stockopedia Webinar

by Cameron Reilly | Aug 20, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Elio D’Am­a­to from Stock­o­pe­dia inter­views Tony Kynas­ton. The dis­cus­sion cov­ers Tony’s invest­ing prin­ci­ples, his jour­ney from cor­po­rate man­age­ment to invest­ing, Tony’s phi­los­o­phy of hav­ing a dis­ci­plined invest­ment sys­tem, and key strate­gies he employs in his Qual­i­ty at Val­ue (QAV) invest­ing approach. They touch on the impor­tance of cash flow over earn­ings, trend lines for tim­ing buys and sells, and the use of a check­list for eval­u­at­ing stocks. The webi­nar also high­lights how Tony man­ages his port­fo­lio and some of his stock picks like Boom Logis­tics, Macmil­lan Shake­speare, and AGL. There’s also a dive into the dynam­ics of mar­ket sen­ti­ment, psy­chol­o­gy of invest­ing, and how to main­tain dis­ci­pline amidst macro­eco­nom­ic noise.