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
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…
The Future Of Healthcare Has Already Arrived
Jul 22 2020
Covid-19 and lockdowns have accelerated the success of telehealth services with Australian companies among key beneficiaries
Rudi’s View: What’s Wrong With CSL?
Jul 16 2020
Dear time-poor investor: the debate continues about what to expect from economies and equities in the year(s) ahead, plus a…
