All-Weather Stock
In this week’s Weekly Insights:
-Tech1 Delivers AI First
-Trade Tension Flares Up? UBS Responds
Oct 15 2025
In today’s update:
-US Equities not over-valued (!?)
-Question received about CSL
-Question received about Macquarie Technology
-Question whether expansion into the US is a graveyard for corporate Australia
Sep 11 2025
In this week’s Weekly Insights:
-Early August Signals & Observations
-Next Week
-In preparation of August
-Review All-Weather Model Portfolio
Aug 20 2025
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
Previous Stories
Rudi’s View: CSL, The Answers
Apr 01 2021
In Weekly Insights this week: -CSL, The Answers-Research To Download CSL, The Answers By Rudi Filapek-Vandyck, Editor FNArena Since listing…
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…
