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.
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