Victor Pedersen
Victor Pedersen @Miyoshi

Performance
All

9.75%2026
2026
23.51%2025
2025
13.19%2024
2024
60.58%2023
2023
-43.10%2022
2022
0.65%2021
2021
68.10%2020
2020
103.34%2019
2019
103.3%0%-103.3%
Discussions
Victor Pedersen
Victor Pedersen
Denmark
7d
Edited
𝙐𝙗𝙞𝙨𝙤𝙛𝙩 𝙟𝙪𝙨𝙩 𝙨𝙝𝙖𝙩𝙩𝙚𝙧𝙚𝙙 𝙛𝙧𝙖𝙣𝙘𝙝𝙞𝙨𝙚 𝙧𝙚𝙘𝙤𝙧𝙙𝙨. Update on my largest stock allocation $UBI.PA (Ubisoft Entertainment SA). The day one commercial metrics for Assassin’s Creed Black Flag Resynced provide a solid proof point. Within 24 hours of its July 9 release, the title... Show More
Victor Pedersen
Victor Pedersen
Denmark
29d
Edited
My prediction on Roku being acquired came through. With the $FOX.US (Fox Corporation) acquisition announcement, I am taking some profit and lowering my $ROKU (Roku Inc) position. The current risk-reward ratio leads me to hold around 2% as the appropriate allocation. Since a big chunk of the payout... Show More
Victor Pedersen
Victor Pedersen
Denmark
1mo
Edited
$FOX.US (Fox Corporation) is set to acquire $ROKU (Roku Inc) in a cash-and-stock deal valuing the company at $160 per share, implying a total equity value of $25B. The transaction will be split into 60% cash and 40% stock. The deal has been unanimously approved by both boards and is expected to close... Show More
Victor Pedersen
Victor Pedersen
Denmark
1mo
Quick update: I have closed all $SOXL (Direxion Daily Semiconductor Bull 3X ETF) short positions, securing an overall profit for the past 30 days, boosting the portfolio by approximately 0.7%. The semiconductor sector was well overdue for a correction, and I’m pleased we were able to capitalize on that... Show More
Victor Pedersen
Victor Pedersen
Denmark
2mo
Here's an update on $UBI.PA (Ubisoft Entertainment SA) following the full-year earnings report and the wild price action around it, which we benefit from. The May 20 full-year report triggered exactly the kind of emotional selling you could expect. Headlines fixated on the record headline loss and... Show More
Victor Pedersen
Victor Pedersen
Denmark
3mo
Hi everyone, A couple of weeks ago, I pointed out the irrationality of investors flipping their portfolios upside down to adjust to geopolitical friction. Specifically, selling off high-conviction equities to go "all in" on energy or commodities. The fact that the market has just made a complete... Show More
Victor Pedersen
Victor Pedersen
Denmark
4mo
Hi everyone, The recent market volatility has provided a clear landscape for those of us prepared to navigate it. While the broader indices have struggled and our portfolio is down year-to-date in a similar fashion, the strategy is working exactly as intended. 𝗥𝗲𝗷𝗲𝗰𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗨𝗿𝗴𝗲 𝘁𝗼... Show More
Victor Pedersen
Victor Pedersen
Denmark
5mo
Hi everyone, Update on $ROKU (Roku Inc) following the FY 2025 results and the 2026 operational outlook. The fiscal year 2025 results show that Roku has reached a critical fundamental inflection point. The business model has successfully decoupled from hardware dependency. Total net revenue reached $4.737... Show More
Victor Pedersen
Victor Pedersen
Denmark
5mo
Hi everyone, Here's an update on $UBI.PA (Ubisoft Entertainment SA) following the Q3 earnings report and the strategic realignment. The release of the Q3 2025-26 financial report on February 12 has exposed a profound divergence between retail market sentiment and institutional valuation. While... Show More
Victor Pedersen
Victor Pedersen
Denmark
6mo
Edited
Portfolio Strategy Q&A For the benefit of all copiers, I have detailed the most common questions regarding the portfolio below. Website: miyotrade.com X: twitter.com/Miyotrade Q: Is it a good time to start copying you now? A: The best time to start copying is often now, provided you approach... Show More
Miyo (@Miyotrade) on X
x.com
Popular Investor at eToro | +23% avg. annual return since 2019 | Small-Cap, Gaming & Tech Focused.

About Victor Pedersen
Denmark
Strategy: Growth

Full-time investor. Gaming, Tech & Small Caps.
Show Full Bio
1.1K Copiers
239.5K Followers

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