All-Weather Stock

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


My final Weekly Insights for 2025

Dec 03 2025

Cool-headed expert voices are pushing back against the scaremongering narratives around irrational exuberance and AI excitement pushing equities into a bubble-like environment

Nov 27 2025


Previous Stories

Rudi’s View: Confidence In Quality Rewarded

Nov 27 2024

By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock…


Rudi’s View: Ten Highflyers With More Upside Potential

Oct 02 2024

In this week’s Weekly Insights: -Ten Highflyers With More Upside Potential-FNArena Talks-All-Weather Research: Post-August Changes-FNArena on Saturday By Rudi Filapek-Vandyck,…


Rudi’s View: Aussie Banks & TechOne

Aug 01 2024

Updates on strategies, model portfolios, key picks, best buys and conviction calls


Rudi’s View: How To Invest Allan’s $300k, Part 2

Jul 25 2024

Part Two of this week’s Weekly Insights on how to invest $300k


Rudi’s View: How To Invest Allan’s $300k

Jul 24 2024

In this week’s Weekly Insights: -More Coverage In Stock Analysis-How To Invest Allan’s $300k-FNArena Video-Special Report on Ai By Rudi…


Rudi’s View: All-Weather Portfolio in FY24; Growth Not Value

Jul 10 2024

A review of the All-Weather Portfolio over the past three years, including the misses, bloopers, regrets… and valuable lessons


Steadfast’s Long March

Jul 02 2024

Insurance broker Steadfast is taking a measured, longer term approach to domestic and international expansion, organically and inorganically


Rudi’s View: It’s Special vs Cheap, But Who’s Most At Risk?

May 29 2024

By Rudi Filapek-Vandyck, Editor From the moment one starts looking for that 'special' corporate quality on the ASX, it is…


Premium ARB Corp Keeps Delivering The Goods

May 16 2024

ARB Corp’s third-quarter performance showcased why shares continue to trade at a premium to the Small Industrials Index


Rudi’s View: More Positives Than Negatives

May 15 2024

In this week's Weekly Insights: -More Positives Than Negatives-New Market Leadership?-2024 The Year Of Gold Miners?-All-Weathers Welcome Soul Pattinson-Model Portfolios,…



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