All-Weather Stock

Investment Opportunity Forecast

It has become the ‘unofficial’ tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…

Feb 17 2025

Investment Opportunity Forecast

A review of what happened in 2024 and what may well be in store for the year(s) ahead for the All-Weather Model Portfolio

Jan 15 2025


Doctor Touching On Apple Ipad with latex glove

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

Investment Opportunity Forecast

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

Dec 17 2024


Previous Stories

Rudi’s View: February Trepidation

Feb 07 2024

In this week's Weekly Insights (the first in 2024): -All-Weather Model Portfolio-Rudi Unplugged-February Trepidation By Rudi Filapek-Vandyck, Editor Weekly Insights…


Rudi Interviewed: Megatrends A Go-Go

Feb 05 2024

In late January, I participated in Tech2024, a series of expert interviews on the outlook for technology companies in the year…


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…



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