Rudi's Views

rudi-views
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy. Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Post GFC, he dedicated his research to finding All-Weather Performers. See also "All-Weather Performers" on this website, as well as the Special Reports section.

Rudi's Previous Views

Rudi’s View: CSL, ResMed, Domino’s Pizza, Helloworld, Iress and Liontown

Oct 11 2023

In this week's Weekly Insights: -Best Ideas & Conviction Calls-ResMed Talks-Predicting The Next Index Rebalances By Rudi Filapek-Vandyck, Editor Alas,…


Rudi’s View: To Sell Or Not To Sell?

Oct 04 2023

In this week's Weekly Insights: -To Sell Or Not To Sell?-Conviction Calls and Best Ideas-FNArena Talks By Rudi Filapek-Vandyck, Editor…


Rudi’s View: Looking For Answers

Sep 27 2023

In this week's Weekly Insights: -Looking For Answers-Best Ideas & Conviction Calls-FNArena Talks By Rudi Filapek-Vandyck, Editor Looking For Answers…


Rudi’s View: Navigating The Post-August Complexities

Sep 20 2023

In this week's Weekly Insights: -Navigating The Post-August Complexities-Best Ideas and Conviction Calls-FNArena Talks Navigating The Post-August Complexities By Rudi…


Rudi’s Views: August 2023 – Winners & Losers

Sep 13 2023

By Rudi Filapek-Vandyck, Editor The proverbial cavalry storming over the hill this August reporting season in Australia were the discretionary…


Rudi’s View: Outlook Negative, With Plenty Of Silver Linings

Sep 06 2023

In this week's Weekly Insights: -Outlook Negative, With Plenty Of Silver Linings-Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor…


Rudi’s View: Resilience Shines, Forecasts Slide

Aug 23 2023

In this week's Weekly Insights: -Resilience Shines, Forecasts Slide-No Weekly Insights Next Week By Rudi Filapek-Vandyck, Editor August Signals: Resilience…


Rudi’s View: August Results – Early Observations

Aug 16 2023

August Results: Early Observations By Rudi Filapek-Vandyck, Editor From a general market sentiment perspective, the importance of the financial performance…


Rudi Interviewed: Have Cash, Can Be Patient

Aug 10 2023

It has become the 'unofficial' tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…


Rudi’s View: Helia, Hub24, Judo, QBE, ResMed, Santos, Telstra & Xero

Aug 09 2023

In this week's Weekly Insights: -Healthy Health, Wealthy Wealth-August Results: Early Observations-Conviction Calls and Best Ideas-FNArena Talks (2x) By Rudi Filapek-Vandyck,…


Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

-Thursday, around 11am, talking Brokers Call (bi-weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2024

Online seems the way to go, for the time being.