All-Weather Stock
Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year
10:00 AM
Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst
Feb 05 2026
We asked, you sent in your questions, then we sat down for one final video session to close off 2025. With AI summary for a quick read
Dec 19 2025
Previous Stories
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…
Everybody Is Waiting…
Apr 18 2019
In this week's Weekly Insights: -Everybody Is Waiting… -No Weekly Insights Next Week -CSL Challenge: Market Share & Margins -Conviction…
Rudi’s View: Join The CSL Challenge
Jan 14 2019
It’s the beginning of a new calendar year and FNArena Editor Rudi Filapek-Vandyck throws his gauntlet into the public arena: who dares to take up the CSL Challenge?
Rudi’s View: All-Weather Portfolio Considerations
Nov 30 2018
In this week's Weekly Insights (this is Part Two): -Late Shock: 2018 Is The Annus Horribilis -Outlook 2019: The 'Bear' That…
Analyse The Market From A Different Angle
Latest News
| 1 | FNArena Corporate Results Monitor – 11-02-20262:49 PM - Australia |
| 2 | Treasure Chest: AI Risks To Insurance Brokers2:26 PM - Treasure Chest |
| 3 | Australian Broker Call *Extra* Edition – Feb 11, 202610:45 AM - Daily Market Reports |
| 4 | Technical Views On Nasdaq, ASX200 & Gold10:30 AM - Technicals |
| 5 | Behind The AI Threat Narrative(s)10:00 AM - Rudi's View |