Picolinie Capital

I'm a 27 year old private investor sharing my investment write-ups through this website. I mostly concentrate on above-average growing businesses with strong returns on invested capital. In addition to that, I look for competent management teams, clear competitive advantages, industry tailwinds and long runways for reinvestment opportunities. I follow a global approach by focusing on equities around the world, although my holdings will mostly consist of North American and European stocks. I have no specific preference for company size and try to maintain between 10-15 holdings. Finally, valuation always matters.

I have an educational background in finance and currently work in the M&A field as an analyst performing financial due diligence for both corporate and PE clients. My posts should not be taken as any form of financial advice and I always recommend to do your own research. I'm born and raised in the Netherlands, but live, studied and work in Sweden. I'm furthermore a big football (soccer) fan and a happy dog owner (Airedale Terrier).