FNArena’s Weekly Insights – March 20 2023
In this week's Weekly Insights: -Banks Need Confidence (Lots Of It) -All-Weather Stocks - Back In Fashion -All-Weathers: Post-February -Research To Download By Rudi Filapek-Vandyck, Editor Banks Need Confidence (Lots Of It) What investors are witnessing this month is not a re-run of the Lehman Bros collapse in late 2008, but it …
FNArena’s Weekly Insights – March 13 2023
In this week's Weekly Insights: -Fear & Greed (Rinse & Repeat) -February Results: Final Observations By Rudi Filapek-Vandyck, Editor Fear & Greed (Rinse & Repeat) ...and as it turned out, yet again, all roads that started off from the Federal Reserve's tightening policy lead to the next US bank failure. Few …
FNArena’s Weekly Insights – March 06 2023
In this week's Weekly Insights: -February Trends, Winners, Signals & Losers -Advice From The Best: Klarman & Buffett -Research To Download By Rudi Filapek-Vandyck, Editor It is often said that investing in the share market, ultimately, comes down to corporate earnings - where earnings go, share prices must follow. This narrative, however, covers …
FNArena’s Weekly Insights – February 27 2023
In This week's Weekly Insights: -February's Sobering Reality Check -Research To Download By Rudi Filapek-Vandyck, Editor FNArena February's Sobering Reality Check Australian businesses are doing it tough. Maybe the easiest way to back up that statement is via FNArena's Corporate Results Monitor. By late on Friday, the Monitor had aggregated 241 …
FNArena’s Weekly Insights – February 20 2023
In this week's Weekly Insights: -M&A Targets - Who's Next? -February: Brutal And Underwhelming, So Far -Research To Download By Rudi Filapek-Vandyck, Editor M&A Targets - Who's Next? One of the heaviest post-bubble punishments ever for small cap growth and technology stocks, rivalling the post-Nasdaq meltdown of 2000-2003, had already triggered …
FNArena’s Weekly Insights – February 15 2023
This story features AUDINATE GROUP LIMITED, and other companies. For more info SHARE ANALYSIS: AD8 In this week's Weekly Insights: -February: Focus On Resilience & Dividends -February Results Thus Far -Corporate Australia Showing Resilience -Commodities – Lithium & Dividends -Consumer & Gaming Stocks -Advertising & Media -Insurers -Research To Download: Edison Research -Research To …
FNArena’s Weekly Insights – February 08 2023
In this week's Weekly Insights: As I traditionally like to remind investors: every corporate results season has its own character and dynamics. The overall macro background, including index level and share price moves, plays an important role in understanding the overall context. This time around, share markets …
VGI Partners VG1.ASX – Investor Letter – Year to December 2022
In this week's Weekly Insights: -2023 Will Be Different -FNArena Market Indicators -FNArena Talks -Change In 2023 By Rudi Filapek-Vandyck, Editor FNArena 2023 Will Be Different Never underestimate financial market's ability (propensity?) to surprise when a majority view forms among investors and the experts that guide them. Last year was all about the return …
FNArena’s Weekly Insights – January 30 2023
In this week's Weekly Insights: -2023 Will Be Different -FNArena Market Indicators -FNArena Talks -Change In 2023 By Rudi Filapek-Vandyck, Editor FNArena 2023 Will Be Different Never underestimate financial market's ability (propensity?) to surprise when a majority view forms among investors and the experts that guide them. Last year was all about the return …
FNArena’s Weekly Insights – November 28 2022
In this week's Weekly Insights: -Final Weekly Insights For 2022 -Regrets, 2022 Delivered A Few -Conviction Calls By Rudi Filapek-Vandyck, Editor Final Weekly Insights For 2022 Weekly Insights is taking a break until January next year, when we start preparing for the February reporting season. I hope you all enjoyed reading my …
