All-Weather Stock
In this week’s Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns-Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end…
Jul 02 2025
By Rudi Filapek-Vandyck, Editor A few weeks ago I was asked to provide some performance statistics for stocks held in…
Jun 25 2025
FNArena received a bird’s eye view on what it takes to develop critical infrastructure for Australia’s growing demand for cloud computing and AI
Jun 19 2025
In Weekly Insights this week: -Macquarie Technology’s Integrated Data Centre Services-FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in…
Jun 18 2025
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!…
