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: TechnologyOne Questions Answered

Dec 08 2020

My recent story on TechnologyOne has generated a number of questions from investors, both about the shares in particular (“would you be buying now?”) as well as more generalised questions about portfolio maintenance and management (“when do we sell?”)


Rudi’s View: ‘Be Respectful Of The Past’

Dec 03 2020

Dear time-conscious investor: Share price volatility does not equal risk, and this week's All-Weather Stock proves exactly that In this…


Rudi’s View: Same But Different, Different But The Same

Nov 26 2020

Dear time-constraint investor: A shift is happening in financial markets as year-end approaches In this week's Weekly Insights: -Same But…


Rudi’s View: Proudly Independent, 4x Questions Answered

Nov 25 2020

FNArena regularly receives questions about its service, content, policies, tools & data, and even about its corporate independence. The Editor shares four responses that likely carry broader interest among investors and subscribers


Rudi Interviewed: Four Baskets For Equities Portfolio

Nov 06 2020

Transcript of interview from early August, in which the FNArena Editor shares his insights about buying quality stocks, his four baskets for portfolio construction, and what to look for in reporting season.


Rudi’s View: Equities Portfolio For 2021

Oct 29 2020

In this week’s Weekly Insights: -Equities Portfolio For 2021-World’s Worst Salesman?-Rudi Talks-Research Reports To Download Equities Portfolio For 2021 By…


Rudi’s View: Quality & Growth, Confidence & Execution

Oct 22 2020

In this week’s Weekly Analysis: -Quality & Growth: Confidence & Execution-Value Versus Growth The Chart That Confirms-That Dreadful ASX Website…


FNArena Book Review: Good To Great

Oct 20 2020

Good To Great by Jim Collins, first published in 2001, still contains plenty of valuable insights for today’s investor looking for that special kind of corporate breed


Rudi’s View: Identifying Greatness

Oct 01 2020

Identifying Greatness By Rudi Filapek-Vandyck, Editor FNArena I recently finished reading Good To Great. Why some companies make the leap…


Rudi’s View: Gold, Conviction Calls & Early Results

Aug 13 2020

Dear time-constraint investor: uncertainty remains, while gold will surprise the many fans, and conviction calls changes ahead of the August…



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