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: How Do We Value The Future?
May 28 2025
By Rudi Filapek-Vandyck, Editor Invest in the future is an oft provided free piece of advice to investors, including by…
Rudi’s View: Is Buy The Dip Changing Markets?
May 21 2025
In today’s Weekly Insights: -Is Buy The Dip Changing Markets?-Compare The Pair: Expensive Versus Cheap By Rudi Filapek-Vandyck, Editor Is…
Rudi’s View: CSL & NextDC
May 08 2025
Your Editor attended presentations by CSL and NextDC this week
Rudi’s View: Time For Appreciating Quality
Apr 02 2025
By Rudi Filapek-Vandyck, Editor Time For Appreciating Quality My biggest surprise, when overlooking the local share market this week, is…
Rudi Interviewed: Turning Laggards Into Winners
Feb 17 2025
It has become the ‘unofficial’ tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…
Rudi’s View: All-Weather Portfolio In 2024
Jan 15 2025
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
Pro Medicus, A Global Software Super Star
Dec 19 2024
Pro Medicus’ growth story is far from over. How should investors deal with the valuation challenge of one of Australia’s premium growth companies?
Ask FNArena: High Multiples About To Collapse?
Dec 17 2024
Earlier this month we asked investors to send in their questions. Today, we answer another questions received
Ask FNArena: CSL, Charter Hall & Dexus
Dec 16 2024
Earlier this month we asked investors to send in their questions. Today, we answer two questions received
Rudi’s View: A Cautious Preview Into 2025
Dec 04 2024
By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead…
