Devon Toogood
Devon Toogood @DevonToogood

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0.83%2026
2026
5.70%2025
2025
39.32%2024
2024
31.33%2023
2023
-9.43%2022
2022
39.3%0%-39.3%
讨论
Devon Toogood
Devon Toogood
澳大利亚
11 天
$META (Meta Platforms Inc) — The $18bn headline is not the story. The $10bn Q3 charge, the teen product changes, and the 2,200 cases still pending are. Meta settled the multistate youth-safety case on 26 August, mid-trial, with Mosseri on the stand and Zuckerberg due next. Here's how I'm reading... 显示更多 翻译
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META
Meta Platforms Inc
609.50
-7.27 (-1.18%)
Devon Toogood
Devon Toogood
澳大利亚
2 个月
已编辑
$HIFS (Hingham Institution for Savings) - Q2 2026 Book value per share is $230.83, up 13.0% from $204.36 a year ago. Add the $3.22 of dividends declared since and the return on book is about 14.5%. That's the number that matters with this bank. It doesn't chase loan growth. It compounds book. CORE... 显示更多 翻译
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HIFS
Hingham Institution for Savings
307.99
10.76 (3.62%)
Devon Toogood
Devon Toogood
澳大利亚
3 个月
$BABA (Alibaba-ADR) & $0700.HK (Tencent) added to the Pentagon's "military companies" list — does it actually matter? On Monday the US Department of Defense published its updated Section 1260H "Chinese Military Companies" list. Alibaba, BYD, Unitree Robotics and a wave of... 显示更多 翻译
Devon Toogood
Devon Toogood
澳大利亚
4 个月
New position: Kaspi.kz ($KSPI) — now 7% of the portfolio. I've been working on this one for a while and finally pulled the trigger. Kaspi is a super-app in Kazakhstan — payments, fintech, and a marketplace all inside one app — and it's reached a level of dominance I rarely see. Roughly three... 显示更多 翻译
Devon Toogood
Devon Toogood
澳大利亚
4 个月
📊 $META (Meta Platforms Inc) Q1 2026 Earnings – What to Watch $META reports Q1 2026 earnings after market close on Wednesday. Here’s what I’ll be focusing on heading into the release: 1. Revenue Growth vs Guidance Management guided Q1 revenue to $53.5B–$56.5B, supported by: $META Strong advertiser... 显示更多 翻译
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META
Meta Platforms Inc
609.50
-7.27 (-1.18%)
Devon Toogood
Devon Toogood
澳大利亚
6 个月
Hingham Institution for Savings ($HIFS) is a straightforward business. Commercial real estate and multifamily mortgage lending in Boston, Washington D.C., and San Francisco, funded largely by deposits and wholesale borrowings. The core story is margin recovery. The inverted yield curve crushed net... 显示更多 翻译
Devon Toogood
Devon Toogood
澳大利亚
7 个月
Hi everyone, There’s been a major development in the offshore drilling space with Transocean ($RIG) announcing an all-stock acquisition of Valaris ($VAL), which neatly validates the original thesis behind the position. As a reminder, Valaris is one of the world’s largest offshore drilling contractors,... 显示更多 翻译
Devon Toogood
Devon Toogood
澳大利亚
8 个月
Hi everyone, Just a quick update following my previous post regarding $BTC & $ETH — the plan remains the same and I’m continuing to stay patient and disciplined with execution. At this stage, we haven’t yet reached the key counter-trend rally levels I’m watching for a potential exit from crypto... 显示更多 翻译
Devon Toogood
Devon Toogood
澳大利亚
9 个月
已编辑
Hi everyone, I’m pleased to share that I’ve now been upgraded to Elite Popular Investor on eToro. Thank you to all my copiers for the continued support , this milestone reflects the strong long-term results we’ve achieved together. I now believe the crypto market cycle has topped, with $BTC reaching... 显示更多 翻译
Devon Toogood
Devon Toogood
澳大利亚
10 个月
Dear Copiers, I’m pleased to share that I’ve officially passed the CISI International Certificate in Wealth and Investment Management, and all funding above $50,000 USD has now been completed. This marks the final step toward my Pro Popular Investor Tier, which I expect to be confirmed next week. In... 显示更多 翻译

关于 Devon Toogood
澳大利亚
策略: 价值策略

6 years of investing experience. Value investor, 25% annual returns since 2019.
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