All-Weather Stock
Prior to war breaking out in the Middle East, corporate results in February delivered plenty of positive news
Mar 04 2026
At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?
Feb 18 2026
Transcript of Pre-February results interview by Livewire Markets
Feb 12 2026
Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year
Feb 11 2026
Previous Stories
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…
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…
