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: Dicker Data (Stock In Focus)

Jul 02 2025

In this week’s Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns-Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end…


Rudi’s View: ANZ, Aurizon, Cochlear, Newmont, Telix & More

Jun 26 2025

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions


Rudi’s View: Ten Years Of All-Weather Model Portfolio

Jun 25 2025

By Rudi Filapek-Vandyck, Editor A few weeks ago I was asked to provide some performance statistics for stocks held in…


Rudi’s View: CBA, Life360, ResMed, Zip & More

Jun 19 2025

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions


Rudi’s View: Macquarie Technology (Stock In Focus)

Jun 18 2025

In Weekly Insights this week: -Macquarie Technology’s Integrated Data Centre Services-FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in…


Rudi’s View: Amcor, GQG, IPH, Data#3 & Qualitas

Jun 12 2025

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions


Rudi’s View: The AI Promise Is Broadening

Jun 11 2025

By Rudi Filapek-Vandyck, Editor The race to become the world’s largest company by market capitalisation is now decided by day-to-day…


Rudi’s View: NextDC, QBE, Superloop & Woodside

Jun 05 2025

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions


Rudi’s View: How Expensive Is Expensive?

Jun 04 2025

How Expensive Is Expensive? By Rudi Filapek-Vandyck, Editor Equity markets look “expensive”. There’s virtually nobody around who will fiercely dispute…


Rudi’s View: The Contrarians’ View

May 29 2025

By Rudi Filapek-Vandyck, Editor “We are not value investors, we are contrarians”. Funds managers Allan Gray and Orbis reeled out…


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.