All-Weather Stock
In today’s edition: AI To The Rescue; All-Weather Or Not?; RBC Likes Zip Co
Jun 25 2026
The past century has witnessed Australian equities turning into the world’s top performers, long term, but that’s not necessarily how local investors perceive it. Especially not in 2026
Jun 24 2026
In this week’s edition: (More) Patience Required; What To Buy Ahead Of June 30; What Not To Buy (Sell) Ahead Of June 30
Jun 18 2026
Are Australian companies better off by not expanding offshore? History suggests otherwise
Jun 17 2026
Previous Stories
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…
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…
Analyse The Market From A Different Angle
Latest News
| 1 | ASX Winners And Losers Of Today – 16-07-266:35 PM - Daily Market Reports |
| 2 | Rudi’s View: Small Cap Favourites, AI & More5:32 PM - Rudi's View |
| 3 | Investor Sentiment Yet To Turn For Pantoro Gold1:24 PM - Commodities |
| 4 | AI Dilemma: Value Creation Versus Value Capture11:00 AM - International |
| 5 | The Short Report – 16 Jul 202610:32 AM - Weekly Reports |