All-Weather Stock

Pro Medicus’ growth story is far from over. How should investors deal with the valuation challenge of one of Australia’s premium growth companies?

Dec 19 2024

Earlier this month we asked investors to send in their questions. Today, we answer another questions received

Dec 17 2024


Earlier this month we asked investors to send in their questions. Today, we answer two questions received

Dec 16 2024

By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead…

Dec 04 2024


Previous Stories

ResMed Recovery Turns Into Hollywood Script

Jan 31 2024

More troubles for key competitor Philips/Respironics suggests there could be more momentum shifting in ResMed’s favour


Rudi’s View: All-Weather Portfolio In 2023

Nov 29 2023

The story below was originally published in late November 2023. Performance indicators for the All-Weather Model Portfolio were drawn from…


Rudi’s View: Quality In Stocks; What Is It Good For?

Nov 22 2023

-Quality In Stocks; What Is It Good For?-Conviction Calls & Best Ideas-FNArena Talks By Rudi Filapek-Vandyck, Editor Quality In Stocks;…


Rudi’s View: Between Perception & Reality

Nov 15 2023

In this week's Weekly Insights: -Between Perception & Reality-Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor Between Perception &…


Rudi’s View: To Sell Or Not To Sell?

Oct 04 2023

In this week's Weekly Insights: -To Sell Or Not To Sell?-Conviction Calls and Best Ideas-FNArena Talks By Rudi Filapek-Vandyck, Editor…


Rudi’s View: ARB, Corporate Travel, Goodman Group, NextDC, Orora, Worley & Xero

Jul 26 2023

In this week's Weekly Insights: -Opportunities With A Five Year Horizon-Company Reports: Early Trends-Company Reports: Inflation-Company Reports: Conviction-Company Reports: Technology…


Rudi’s View: FY23 Returns – Details Matter

Jul 12 2023

In this week's Weekly Insights: -Earnings Forecasts: Slip Slidin' Away-FY23 Returns: Details Matter-Small Caps In Focus By Rudi Filapek-Vandyck, Editor…


Rudi’s View: Which Stocks To Buy?

Jun 28 2023

In this week's Weekly Insights: -Forecasts Under Pressure-Which Stocks To Buy? By Rudi Filapek-Vandyck, Editor Forecasts Under Pressure And when…


Rudi’s View: A Lesson In Quality, And Investing

May 31 2023

By Rudi Filapek-Vandyck, Editor As investors, we all like to snap up a cheap bargain. But the truth is, cheaply…


Rudi’s View: Seeking Quality & Growth Offshore

May 03 2023

In todays Weekly Insights: -Confession Season… It's Baaaaaack!-Seeking Quality & Growth Offshore By Rudi Filapek-Vandyck, Editor Confession Season… It's Baaaaaack!…



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