Stefano Pedone
Stefano Pedone @StefanoPedone21

Performance
All

12.19%2026
2026
31.85%2025
2025
29.46%2024
2024
48.81%2023
2023
-32.48%2022
2022
10.60%2021
2021
8.90%2020
2020
48.8%0%-48.8%
Stefano Pedone
๐Œ๐œ๐ƒ๐จ๐ง๐š๐ฅ๐'๐ฌ ๐ข๐ฌ ๐š๐ญ ๐ข๐ญ๐ฌ ๐ฅ๐จ๐ฐ๐ž๐ฌ๐ญ ๐ฅ๐ž๐ฏ๐ž๐ฅ ๐ข๐ง ๐ญ๐ฐ๐จ ๐ฒ๐ž๐š๐ซ๐ฌ. ๐€๐ง๐ ๐ˆ ๐ฌ๐ญ๐ข๐ฅ๐ฅ ๐ก๐จ๐ฅ๐ ๐ข๐ญ ๐ข๐ง ๐ฆ๐ฒ ๐ฉ๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ. Yes, it's one of my losing positions right now. And no, it doesn't worry me. The market is focused on the short-term numbers: Q1 2025 revenue... Show More
Stefano Pedone
๐Œ๐œ๐ƒ๐จ๐ง๐š๐ฅ๐'๐ฌ ๐š๐ข ๐ฆ๐ข๐ง๐ข๐ฆ๐ข ๐๐ž๐ ๐ฅ๐ข ๐ฎ๐ฅ๐ญ๐ข๐ฆ๐ข ๐๐ฎ๐ž ๐š๐ง๐ง๐ข. ๐„ ๐ข๐จ ๐ฅ๐š ๐ญ๐ž๐ง๐ ๐จ ๐ข๐ง ๐ฉ๐จ๐ซ๐ญ๐š๐Ÿ๐จ๐ ๐ฅ๐ข๐จ. Si, รจ uno dei miei titoli in perdita in questo momento. E no, non mi spaventa. Il mercato sta guardando i numeri di breve termine: Q1 2025 con revenue e utili in calo... Show More Translate
Stefano Pedone
๐Ž๐ฉ๐ž๐ง๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ฉ๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐š๐ง๐ ๐ฌ๐ž๐ž๐ข๐ง๐  ๐ฌ๐ž๐ฏ๐ž๐ซ๐š๐ฅ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ž ๐ซ๐ž๐, ๐ž๐ฏ๐ž๐ง ๐ฐ๐ก๐ž๐ง ๐ญ๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐๐จ๐ž๐ฌ๐งโ€™๐ญ ๐ฌ๐ž๐ž๐ฆ ๐ญ๐จ ๐›๐ž ๐œ๐ซ๐š๐ฌ๐ก๐ข๐ง๐ , ๐ข๐ฌ ๐š ๐Ÿ๐ž๐ž๐ฅ๐ข๐ง๐  ๐ˆ ๐ค๐ง๐จ๐ฐ ๐ฐ๐ž๐ฅ๐ฅ. It happens often, and every time it becomes a moment... Show More
Stefano Pedone
๐€๐ฉ๐ซ๐ข๐ซ๐ž ๐ข๐ฅ ๐ฉ๐จ๐ซ๐ญ๐š๐Ÿ๐จ๐ ๐ฅ๐ข๐จ ๐ž ๐ญ๐ซ๐จ๐ฏ๐š๐ซ๐ž ๐๐ข๐ฏ๐ž๐ซ๐ฌ๐ž ๐ฉ๐จ๐ฌ๐ข๐ณ๐ข๐จ๐ง๐ข ๐ข๐ง ๐ซ๐จ๐ฌ๐ฌ๐จ, ๐š๐ง๐œ๐ก๐ž ๐ช๐ฎ๐š๐ง๐๐จ ๐ข๐ฅ ๐ฆ๐ž๐ซ๐œ๐š๐ญ๐จ ๐ง๐จ๐ง ๐ฌ๐ž๐ฆ๐›๐ซ๐š ๐œ๐ซ๐จ๐ฅ๐ฅ๐š๐ซ๐ž, รจ ๐ฎ๐ง๐š ๐ฌ๐ž๐ง๐ฌ๐š๐ณ๐ข๐จ๐ง๐ž ๐œ๐ก๐ž ๐œ๐จ๐ง๐จ๐ฌ๐œ๐จ ๐›๐ž๐ง๐ž. Succede spesso, e ogni volta diventa un momento... Show More Translate
Stefano Pedone
๐—œ ๐—ผ๐˜„๐—ป ๐—ถ๐˜. ๐—”๐—ป๐—ฑ ๐—ถ๐˜โ€™๐˜€ ๐—ฑ๐—ผ๐˜„๐—ป. Even so, it doesnโ€™t bother me that much because I still believe in the investment thesis. Disney is one of those stocks the market doesnโ€™t quite know how to value, and that uncertainty is reflected in the share price, not the fundamentals. When you look at the... Show More
Stefano Pedone
๐ˆโ€™๐ฆ ๐œ๐จ๐ง๐ฌ๐ข๐๐ž๐ซ๐ข๐ง๐  ๐จ๐ฉ๐ž๐ง๐ข๐ง๐  ๐š ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐ข๐ง ๐ญ๐ก๐ž ๐ˆ๐ง๐ฏ๐ž๐ฌ๐œ๐จ ๐„๐“๐… ๐ญ๐ก๐š๐ญ ๐ญ๐ซ๐š๐œ๐ค๐ฌ ๐ญ๐ก๐ž ๐’&๐ ๐Ÿ“๐ŸŽ๐ŸŽ ๐ช๐ฎ๐š๐ฅ๐ข๐ญ๐ฒ ๐Ÿ๐š๐œ๐ญ๐จ๐ซ. The rationale is straightforward: instead of gaining exposure to the entire index, I prefer to do so through a selective filter... Show More
Stefano Pedone
๐—–๐—ฒ ๐—น'๐—ต๐—ผ ๐—ถ๐—ป ๐—ฝ๐—ผ๐—ฟ๐˜๐—ฎ๐—ณ๐—ผ๐—ด๐—น๐—ถ๐—ผ. ๐—˜๐—ฑ รจ ๐—ถ๐—ป ๐—ฝ๐—ฒ๐—ฟ๐—ฑ๐—ถ๐˜๐—ฎ. Eppure non mi pesa piรน di tanto, perchรฉ continuo a credere nella tesi. Disney รจ uno di quei titoli che il mercato non sa dove mettere, e questa incertezza la paga il prezzo, non i fondamentali. Quando guardi il settore dell'intrattenimento,... Show More Translate
Stefano Pedone
๐’๐ญ๐จ ๐ฏ๐š๐ฅ๐ฎ๐ญ๐š๐ง๐๐จ ๐๐ข ๐š๐ฉ๐ซ๐ข๐ซ๐ž ๐ฎ๐ง๐š ๐ฉ๐จ๐ฌ๐ข๐ณ๐ข๐จ๐ง๐ž ๐ฌ๐ฎ๐ฅ๐ฅโ€™๐„๐“๐… ๐๐ข ๐ˆ๐ง๐ฏ๐ž๐ฌ๐œ๐จ ๐œ๐ก๐ž ๐ซ๐ž๐ฉ๐ฅ๐ข๐œ๐š ๐ข๐ฅ ๐Ÿ๐š๐ญ๐ญ๐จ๐ซ๐ž ๐ช๐ฎ๐š๐ฅ๐ข๐ญ๐ฒ ๐ฌ๐ฎ๐ฅ๐ฅ๐จ ๐’&๐ ๐Ÿ“๐ŸŽ๐ŸŽ. La logica รจ chiara: invece di espormi allโ€™intero indice, preferisco farlo attraverso un filtro selettivo che... Show More Translate
Stefano Pedone
๐“๐ก๐ž๐ซ๐žโ€™๐ฌ ๐ฌ๐จ๐ฆ๐ž๐ญ๐ก๐ข๐ง๐  ๐ฎ๐ง๐ฎ๐ฌ๐ฎ๐š๐ฅ ๐š๐›๐จ๐ฎ๐ญ ๐ญ๐ก๐ข๐ฌ ๐‰๐ฎ๐ฅ๐ฒ. The headlines are dominated by tariffs, trade tensions, and Trump versus Europe. Yet Wall Street seems to be moving to its own rhythm: the indices are holding up, and investorsโ€™ attention is shifting toward earnings reports... Show More
Stefano Pedone
๐‚โ€™๐žฬ€ ๐ช๐ฎ๐š๐ฅ๐œ๐จ๐ฌ๐š ๐๐ข ๐ข๐ง๐ฌ๐จ๐ฅ๐ข๐ญ๐จ ๐ข๐ง ๐ช๐ฎ๐ž๐ฌ๐ญ๐จ ๐ฅ๐ฎ๐ ๐ฅ๐ข๐จ. I titoli dei giornali gridano dazi, tensioni commerciali, Trump contro lโ€™Europa. Eppure Wall Street sembra muoversi per conto suo: gli indici tengono e lโ€™attenzione degli investitori si sposta sulle trimestrali, sui dati concreti... Show More Translate

About Stefano Pedone
Italy
Strategy: Multi-Strategy

๐Ÿ’Ž5+ yrs on eToro โ€ข +90% last 2 yrs ๐Ÿ’ŽCopy if you play the long game ๐Ÿ’ŽInvest, not gamble
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2.3K Followers