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
Aussie Equities: Where Is True Value?
Jun 06 2018
In this week's Weekly Insights: -Aussie Equities: Where Is True Value? -No Weekly Insights Next Week -Rudi Talks -Rudi On…
Rudi’s View: Quality Is Not In A Bubble
May 10 2018
In this week's Weekly Insights (this is Part Two): -Quality Is Not In A Bubble -Conviction Calls -Middle Class Poverty?…
Rudi’s View: Credit Corp, Nearmap, And The Banks
Apr 27 2018
In this week's Weekly Insights (this is Part Two): –Outlook 2018: A Complex Equities De-Rating -Slowing Growth, Rising Yields, High…
Have You Been Paying Attention?
Mar 14 2018
In this week's Weekly Insights (published in two separate parts): -Have You Been Paying Attention? –More Snippets Post Feb Reporting Season…
Tale Of Two Consumer Stocks
Jan 31 2018
In this week's Weekly Insights (first edition of the new year): -Welcome To 2018 -Tale Of Two Consumer Stocks -Conviction…
Make Risk Your Friend: Don’t Ignore The Future
Nov 29 2017
In this week's Weekly Insights (published in two separate parts): -This Is It Folks! -Make Risk Your Friend: Don't Ignore…
Australian Equities: Angels, Falling And Rising
Nov 08 2017
In this week's Weekly Insights (published in two separate parts): -Australian Equities: Angels, Falling And Rising -The Many Joys Of…
Not In The Mood
Sep 13 2017
In this week's Weekly Insights (published in two separate parts): -Not In The Mood -Conviction Calls: CLSA, Morgans, Wilsons, CS,…
How To Invest In All-Weather Stocks?
Aug 16 2017
In this week's Weekly Insights: -How To Invest In All-Weather Stocks? -Shorter Format During Reporting Season -Rudi On BoardRoomRadio -2016…
Rudi’s View: Bigger Picture – Trends
Jul 13 2017
Four charts showing three different long term trends. Which one would you prefer to have in your portfolio?
Analyse The Market From A Different Angle
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