All-Weather Stock
Prior to war breaking out in the Middle East, corporate results in February delivered plenty of positive news
Mar 04 2026
At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?
Feb 18 2026
Transcript of Pre-February results interview by Livewire Markets
Feb 12 2026
Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year
Feb 11 2026
Previous Stories
Time To Diversify The Portfolio?
Nov 28 2019
Dear time-poor reader: Quality has proved the absolute winner in Australian equities, but has the time come to diversify through…
Positive Momentum Continues For CSL
Nov 14 2019
Dear time-poor reader: why CSL continues enjoying upward momentum plus further updates on broker Conviction Calls In this week's Weekly…
25 Years CSL: What Can We Learn?
Oct 24 2019
Dear time-poor reader: what can investors learn from 25 years of CSL on the ASX? In this week's Weekly Insights:…
The Quality Of Quality Continues To Show
Aug 28 2019
Dear time-poor reader: August corporate reporting is once again putting quality in focus. In this week's Weekly Insights: -The Quality…
August Reporting Season: Early Progress Report
Aug 15 2019
Dear time-poor reader: early update on corporate results, plus a longer-term assessment of CSL. In this week's Weekly Insights: -Financial…
Rudi’s View: CSL, Ramelius And Sonic Healthcare
Aug 09 2019
Dear time-poor reader: Part Two offers Conviction Calls, and an update on the CSL Challenge. In this week's Weekly Insights (published in…
Rudi’s View: All-Weather Portfolio, Charts & Conviction Calls
Jul 19 2019
In this week's Weekly Insights (this is Part Two): -In Search Of 'Value', Avoiding 'Cheap Junk' -All-Weather Portfolio Update -Unveiling…
Rudi’s View: Afterpay Touch, Nearmap, And a2 Milk
Jul 12 2019
In this week's Weekly Insights (this is Part Two): –This Too Shall Pass -The Other Story About Small Caps -Afraid…
Do I Have A Few Surprises For (Most Of) You!
Jul 04 2019
In this week's Weekly Insights (published in two parts): -Do I Have A Few Surprises For (Most Of) You! -M&A…
In Quality We Trust
May 30 2019
In this week's Weekly Insights (published in two parts): -Conviction Calls, Part I –In Quality We Trust -Conviction Calls, Part…
Analyse The Market From A Different Angle
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