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
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?
Don’t Be Fooled By Appearances
May 31 2017
In this week's Weekly Insights: -Don't Be Fooled By Appearances -No Weekly Insights Until June 19th -A Dentist's Smile In…
Quality Is Making A Come-Back
Apr 05 2017
In this week's Weekly Insights: -Quality Is Making A Come-Back -Sequel: Quintis Versus Californian Short Sellers -Conviction Calls: Bell Potter,…
Trend Spotting: Natural Skin Care
Feb 15 2017
In this week's Weekly Insights: -Trend Spotting: Natural Skin Care -Gold And Trading Opportunities -Conspiracy: China & Miners' Debt -FNArena's…
