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
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!…
Analyse The Market From A Different Angle
Latest News
| 1 | FNArena Corporate Results Monitor – 11-02-20262:49 PM - Australia |
| 2 | Treasure Chest: AI Risks To Insurance Brokers2:26 PM - Treasure Chest |
| 3 | Australian Broker Call *Extra* Edition – Feb 11, 202610:45 AM - Daily Market Reports |
| 4 | Technical Views On Nasdaq, ASX200 & Gold10:30 AM - Technicals |
| 5 | Behind The AI Threat Narrative(s)10:00 AM - Rudi's View |