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
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,…
Rudi’s View: Arcadium Lithium, Goodman Group, Paladin, Pexa & Treasury Wine
May 09 2024
By Rudi Filapek-Vandyck, Editor Best Buys & Conviction Calls As promised in Monday's Weekly Insights, below are the latest Model…
Rudi’s View: Opportunity In Data Centres
May 08 2024
Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…
Rudi’s View: Quality Reigns, And How To Identify It
May 01 2024
In this week's Weekly Insights: -Quality Reigns, And How To Identify It-Macquarie's ASX Quality Compounders By Rudi Filapek-Vandyck, Editor Quality…
Rudi’s View: A Market Narrative Delayed
Apr 24 2024
In this week's Weekly Insights: -A Market Narrative Delayed-Conviction Calls & Best Buys-Rudi Unplugged – The Video By Rudi Filapek-Vandyck,…
Rudi’s View: Lessons & Observations From ASX All-Weathers
Apr 10 2024
In this week's Weekly Insights: -Lessons & Observations From ASX All-Weathers-Conviction Calls & Best Buys-June Index Rebalancing By Rudi Filapek-Vandyck,…
Rudi’s View: (In Search Of) The Holy Grail
Apr 04 2024
Has the FNArena Editor identified The Holy Grail for successful long term investing?
Rudi’s View: Healthcare Under The Scanner
Mar 13 2024
In this week's Weekly Insights: -Healthcare Under The Scanner-February 2024; The Final Verdict-Rudi Unplugged, In April By Rudi Filapek-Vandyck, Editor…
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…
