Rudi's Views

rudi-views
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy. Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Post GFC, he dedicated his research to finding All-Weather Performers. See also "All-Weather Performers" on this website, as well as the Special Reports section.

Rudi's Latest Views

Rudi’s View: Regrets, 2022 Delivered A Few

In this week's Weekly Insights: -Final Weekly Insights For 2022-Regrets, 2022 Delivered A Few-Conviction Calls By Rudi Filapek-Vandyck, Editor Final…

Dec 01 2022

Rudi’s View: Preparing For Bear Phase II

In this week's Weekly Insights: -Preparing For Bear Phase II-Conviction Calls-Research To Download-AIA Investor Day In Sydney By Rudi Filapek-Vandyck,…

Nov 24 2022

Rudi’s View: Re-Opening Opportunities In Healthcare

In this week's Weekly Insights: -Re-Opening Opportunities In Healthcare-Conviction Calls-Research To Download-FNArena Talks-AIA Investor Day In Sydney By Rudi Filapek-Vandyck,…

Nov 17 2022

Rudi’s View: More Choice For Income Hunters

In this week's Weekly Insights: -More Choice For Income Hunters-December Index Review Preview-Conviction Calls-AIA Investor Day In Sydney By Rudi…

Nov 10 2022

Rudi's Previous Views

Rudi’s View: Technology’s Moment Of Truth

Nov 03 2022

In this week's Weekly Insights: -Technology's Moment Of Truth-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Technology's Moment Of…

Rudi’s View: In Bonds We Must Trust

Oct 27 2022

In this week's Weekly Insights: -In Bonds We Must Trust-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena In Bonds…

Rudi’s View: Investing In Non-Profitable Companies

Oct 20 2022

In this week's Weekly Insights: -Investing In Non-Profitable Companies-Corporate Updates: Early Signals-Peak Resources?-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Investing…

Rudi’s View: Corporate Profits Will Show The Way

Oct 13 2022

In this week's Weekly Insights: -Corporate Profits Will Show The Way-Conviction Calls-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Corporate Profits…

Rudi’s View: Hope Beyond The Macro-Burden

Oct 06 2022

In this week's Weekly Insights: -Hope Beyond The Macro-Burden-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor Hope Beyond The Macro-Burden…

Rudi’s View: Good News, How To Use PE Ratios & Conviction Calls

Sep 29 2022

In this week's Weekly Insights: -Good News-PEs – The Tool That Both Enlightens And Confuses-Conviction Calls-Research To Download-FNArena Talks (3x)…

Rudi’s View: Are We There Yet? (Fat Chance!)

Sep 21 2022

In this week's Weekly Insights: -Are We There Yet? (Fat Chance!)-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor Are We…

Rudi’s View: Bega Cheese, Computershare, NextDC, Playside Studios, Treasury Wine And Qantas

Sep 15 2022

In this week's Weekly Insights: -Inflation & House Prices-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor Inflation & House Prices…

Rudi’s View: Woodside, REA, QBE, Appen & Megaport

Sep 08 2022

In this week's Weekly Insights: -August Reports: Closing Remarks-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor August Reports: Closing Remarks…

Rudi’s View: What Happened To That Recession?

Sep 01 2022

In this week's Weekly Insights: -Don't Fight The Fed, Part Deux-What Happened To That Recession? By Rudi Filapek-Vandyck, Editor Don't…

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Rudi On TV

-Regular appearances on AusbizTV:

-Every second week on Tuesday, noon-1pm, The Call

-Thursday, around 11am, talking Brokers Call (weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2021

Online seems the way to go, for the time being.

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Longer Term Outperformance For Pexa Group?

Dec 09 2022 - Australia

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