# ![@Picolinie Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1128370776330125312.png) @Picolinie Bastiaan

Bastiaan posts on X about $chemm, $four, $jdgl, $sdil the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1128370776330125312/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1128370776330125312/c:line/m:interactions.svg)

- [--] Week [-----] -78%
- [--] Month [------] -32%
- [--] Year [------] +9,049%

### Mentions: [--] [#](/creator/twitter::1128370776330125312/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1128370776330125312/c:line/m:posts_active.svg)

- [--] Month [--] -73%
- [--] Year [--] +300%

### Followers: [-----] [#](/creator/twitter::1128370776330125312/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1128370776330125312/c:line/m:followers.svg)

- [--] Week [-----] +0.35%
- [--] Month [-----] +0.90%
- [--] Year [-----] -3.20%

### CreatorRank: [---------] [#](/creator/twitter::1128370776330125312/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1128370776330125312/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  22.45% [cryptocurrencies](/list/cryptocurrencies)  12.24% [finance](/list/finance)  12.24% [technology brands](/list/technology-brands)  6.12% [currencies](/list/currencies)  4.08% [fashion brands](/list/fashion-brands)  2.04% [financial services](/list/financial-services)  2.04%

**Social topic influence**
[$chemm](/topic/$chemm) 12.24%, [$four](/topic/$four) 10.2%, [$jdgl](/topic/$jdgl) 10.2%, [$sdil](/topic/$sdil) 10.2%, [$dhr](/topic/$dhr) 8.16%, [$toiv](/topic/$toiv) 8.16%, [$csu](/topic/$csu) 8.16%, [csu](/topic/csu) 8.16%, [$evo](/topic/$evo) 8.16%, [$teq](/topic/$teq) 8.16%

**Top accounts mentioned or mentioned by**
[@fundasyinvestor](/creator/undefined) [@cambriacreek](/creator/undefined) [@kroezeluc](/creator/undefined) [@jerrycap](/creator/undefined) [@cphcompounder](/creator/undefined) [@zimpa](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@cariocapital](/creator/undefined) [@evfcfaddict](/creator/undefined) [@deepvaluestonks](/creator/undefined) [@lukewolgram](/creator/undefined) [@altaycapital](/creator/undefined) [@raminson17](/creator/undefined) [@investmentideen](/creator/undefined) [@stonkmetal](/creator/undefined) [@rookisaacman](/creator/undefined) [@fradeduarte](/creator/undefined) [@jonaswestergaa2](/creator/undefined) [@eugenengvcap](/creator/undefined) [@berkelkip](/creator/undefined)

**Top assets mentioned**
[4 (FOUR)](/topic/$four) [Danaher Corporation (DHR)](/topic/$dhr) [Evotec SE (EVO)](/topic/$evo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Blackstone, Inc. (BX)](/topic/$bx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fiserv, Inc. (FI)](/topic/$fi) [MercadoLibre Inc (MELI)](/topic/$meli) [Block, Inc. (SQ)](/topic/$sq) [Saga (SAGA)](/topic/$saga) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$WKL Wolters Kluwer Good ol' darling being taken to the shed with a flat share price for almost [--] years. Now at historically low multiple Seems like fair value to me for high recurring revenues 5% org. growth buybacks & 18% ROIC Probably needs a re-rating for alpha though"  
[X Link](https://x.com/anyuser/status/2015793752816636317)  2026-01-26T14:27Z [----] followers, [----] engagements


"New write-up on $FOUR (link in bio) One of those opportunities where Mr. Market and I are in severe disagreement: - 6x adj. FCF into 28E - $1B authorized buyback (18% s/o) - double-digit organic growth + op. leverage - AI beneficiary - 20%+ IRR I'm long and swinging heavy"  
[X Link](https://x.com/Picolinie/status/2019487081760727459)  2026-02-05T19:03Z [----] followers, 12.5K engagements


"https://open.substack.com/pub/picoliniecapital/p/shift4-payments-time-to-swingr=9070r&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/picoliniecapital/p/shift4-payments-time-to-swingr=9070r&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/anyuser/status/2019663878674870451)  2026-02-06T06:46Z [----] followers, [---] engagements


"High on my watchlist now are: $CHEMM $CLX.L $JDG.L $TIM.WA $DHR $ASML and even $AMZN. Post became longer than I expected but I hope some of you will find it interesting / enjoyable. As always feel free to let me know what you think (buys & sells). DMs are open as usual ✌"  
[X Link](https://x.com/Picolinie/status/1576879036097499136)  2022-10-03T10:17Z [----] followers, [--] engagements


"My [--] cents on the organic vs. inorganic growth debate: (i) $FOUR is already not priced as a DD organic grower. (ii) Whether you invest through growth capex + S&M or acquisitions shouldn't be the debate. What matters is the ROIC on those investments sustainability and runway DB downgrades FOUR because it sees organic growth falling to the mid teens Boy do I have a story for you. https://t.co/rZvdOaiNE9 DB downgrades FOUR because it sees organic growth falling to the mid teens Boy do I have a story for you. https://t.co/rZvdOaiNE9"  
[X Link](https://x.com/anyuser/status/2012114224873398769)  2026-01-16T10:46Z [----] followers, [----] engagements


"@CambriaCreek Looking at the price it seems like no one does no. Spot on re integrations. Main challenge in my opinion will be pushing payment processing services on the GB customer base. But if they manage to capture even a tiny amount of that volume it could be huge for Shift4"  
[X Link](https://x.com/Picolinie/status/2019860304302153993)  2026-02-06T19:46Z [----] followers, [---] engagements


"@CarioCapital numbers looked decent no Maybe they'll pull a Fiserv and end green tomorrow"  
[X Link](https://x.com/Picolinie/status/2022063742184567167)  2026-02-12T21:42Z [----] followers, [---] engagements


"@evfcfaddict @DeepValueStonks @LukeWolgram @AltayCapital If there's one thing on fintwit I don't care about it's other people's YTD performance. Interesting investment ideas portfolios and insights are the true value-adds Personally avoid sharing performance publicly because the only ones that should give a damn are me and my partner"  
[X Link](https://x.com/Picolinie/status/1708086432965751121)  2023-09-30T11:48Z [----] followers, [---] engagements


"Should also highlight some negatives/risks of course: - Low skin in the game from mgmt - Recent impairment charges could question M&A execution - Covid hangover (although over now) - Higher interest rates negative for buy-and-build companies - Higher ETR going forward - Dilution"  
[X Link](https://x.com/Picolinie/status/1711306263898767575)  2023-10-09T09:03Z [----] followers, [----] engagements


"@Raminson17 Probably a bit elevated but doesn't mean there aren't opportunities out there ;) Do have some cash but mostly reserved for my wedding in april"  
[X Link](https://x.com/Picolinie/status/1745186087125885273)  2024-01-10T20:49Z [----] followers, [---] engagements


"@KroezeLuc Typische pandemie winnaar waarvan het einde van de ellende in zicht lijkt. Behalve dat het erg cyclisch is blijf ik het wel een mooi bedrijf en model vinden. Ben trouwens benieuwd wat je nog meer in de portfolio hebt zitten. Toevallig ergens een linkje"  
[X Link](https://x.com/Picolinie/status/1755592086869459220)  2024-02-08T13:59Z [----] followers, [--] engagements


"@KroezeLuc Genoeg mooie bedrijven zo te zien Vind Adidas en Levi's wel twee aparte uitschieters"  
[X Link](https://x.com/Picolinie/status/1755594490088133094)  2024-02-08T14:08Z [----] followers, [--] engagements


"@FundasyInvestor I like $MELI a lot but cash flows seem very aggressive here. OCF almost double EBIT doesn't smell right"  
[X Link](https://x.com/Picolinie/status/1792940657411006662)  2024-05-21T15:28Z [----] followers, [---] engagements


"@FundasyInvestor SBC and D&A seem accounted for through capex and dilution but shouldn't you take changes in loan receiveables into account when adjusting for the provisions Meli's CF statement is messy imo (e.g. funds playable tot customers in OCF) and true operational FCF is tricky to calc"  
[X Link](https://x.com/Picolinie/status/1792945153025442020)  2024-05-21T15:46Z [----] followers, [---] engagements


"+50% in less than a month. Markets are efficient right Guess $SDI.L is a compounder again 🤷"  
[X Link](https://x.com/Picolinie/status/1720371283848826982)  2023-11-03T09:24Z [----] followers, [----] engagements


"Wrote something again. https://open.substack.com/pub/picoliniecapital/p/quality-compounders-5-stocks-im-watchingr=9070r&utm_medium=ios https://open.substack.com/pub/picoliniecapital/p/quality-compounders-5-stocks-im-watchingr=9070r&utm_medium=ios"  
[X Link](https://x.com/Picolinie/status/1996293495481348437)  2025-12-03T19:00Z [----] followers, [----] engagements


"$VIT Vitec down 30% from its high. Really want to like it here but. the numbers are so misleading 30%+ EBITDA becomes 15% FCF mostly due to R&D capitalizations and IFRS leases. Trading at 4% FCF yield on 2023E PF numbers. Still prefer $TOI.V and $CSU for VMS exposure"  
[X Link](https://x.com/anyuser/status/1714585382287716395)  2023-10-18T10:13Z [----] followers, 18.8K engagements


"Would love to be more active here but unfortunately don't have the time or energy to constantly share what I'm researching/buying/selling. Remember that DMs are always open. Probably where I spend most of my time :) Wish everyone plenty of alpha for [----] 🥳"  
[X Link](https://x.com/Picolinie/status/1745141650760896826)  2024-01-10T17:52Z [----] followers, [----] engagements


"Anyone looking closely at $JDG.L right now Compounder darling currently facing some growth headwinds and basically flat in price since Sep21. Below 10y average fwd. multiple but still a bit above pre-Covid times. Quality business at a reasonable price now"  
[X Link](https://x.com/Picolinie/status/1879197723955749319)  2025-01-14T16:03Z [----] followers, [----] engagements


"New year new portfolio $FOUR 80% $CSU 20%"  
[X Link](https://x.com/anyuser/status/2008234338572292446)  2026-01-05T17:49Z [----] followers, [----] engagements


"$BONEX +17% on mostly in-line results and solid 26e guidance. Think [---] SEK this year is not unreasonable (+50%) Obviously I've no position despite lots of green checks 🤦🏻♂ https://mfn.se/a/bonesupport-holding/bonesupport-holding-ab-publ-offentliggor-omsattning-for-fjarde-kvartalet-2025-och-presenterar-utsikter-for-2026 https://mfn.se/a/bonesupport-holding/bonesupport-holding-ab-publ-offentliggor-omsattning-for-fjarde-kvartalet-2025-och-presenterar-utsikter-for-2026"  
[X Link](https://x.com/anyuser/status/2011354928694899181)  2026-01-14T08:29Z [----] followers, [---] engagements


"Underestimating the compounding effect of serial acquisitions at high ROIC by focusing on low organic growth has been an expensive story for some historically"  
[X Link](https://x.com/Picolinie/status/2012114227184742820)  2026-01-16T10:46Z [----] followers, [---] engagements


"RT @Investmentideen: Call me out in a few years when all my software investments go to zero: AI (incl. vibe coding) commoditizes code n"  
[X Link](https://x.com/Picolinie/status/2013919651101606322)  2026-01-21T10:20Z [----] followers, [--] engagements


"$SQ results are in"  
[X Link](https://x.com/Picolinie/status/1364323193352249344)  2021-02-23T21:16Z [----] followers, [--] engagements


"Portfolio update (by size): [--]. $EPSIL [--]. $TOI.V [--]. $GOOGL [--]. $EVO [--]. $MSFT [--]. $V [--]. $DHR [--]. $BX [--]. $ADYEN [--]. $AOJ [--]. $CHEMM [--]. $TEQ [--]. $NTG [--]. $KEYS.L [--]. $SDI.L Non-core: $CPH.TO"  
[X Link](https://x.com/Picolinie/status/1708872983572328884)  2023-10-02T15:54Z [----] followers, 22.8K engagements


"@JerryCap Just another positive $FOUR development the marker doesn't give a damn about"  
[X Link](https://x.com/Picolinie/status/2002035057993699610)  2025-12-19T15:15Z [----] followers, [----] engagements


"@FundasyInvestor Bit confused Original post is about acquisition restructuring and integration costs within OPEX not non-cash amortization charges Whether you want to include/exclude the former depends on your valuation method. Including the latter doesn't make sense to me"  
[X Link](https://x.com/Picolinie/status/2003971732659753455)  2025-12-24T23:31Z [----] followers, [---] engagements


"@JerryCap if the current $FOUR thesis goes into the 'too hard to understand' box it's probably better to stay away from individual stocks all together"  
[X Link](https://x.com/Picolinie/status/2004192040079270077)  2025-12-25T14:06Z [----] followers, [---] engagements


"@stonkmetal @rookisaacman Read like repetitive AI slop with a touch of poor valuation exercise 🥱"  
[X Link](https://x.com/Picolinie/status/2004192689387110432)  2025-12-25T14:09Z [----] followers, [---] engagements


"@FundasyInvestor I read this book that said diversification is important"  
[X Link](https://x.com/Picolinie/status/2008436942258806846)  2026-01-06T07:14Z [----] followers, [---] engagements


"@FradeDuarte Some I find interesting (disregarding valuation): : $ADDT $INVE $EVO $TEQ $LIFCO $LAGR $FNOX $INDT $VIT $SUS $SAGA $ANOD : $CARA $CSAM $MEDI $SMCRT $NKR $NORDH : $CHEMM $CBRAIN $AOJ"  
[X Link](https://x.com/Picolinie/status/1582475782852874240)  2022-10-18T20:56Z [----] followers, [--] engagements


"@JonasWestergaa2 @EugeneNg_VCap Pro Medicus Limited $PME.AX"  
[X Link](https://x.com/Picolinie/status/1560560687235141632)  2022-08-19T09:33Z [----] followers, [--] engagements


"@FundasyInvestor Fair enough Also a friend of $EVO is a friend of mine ;) Regarding what I find interesting you'll find out very soon as I'm finishing a new write-up. Otherwise I'm closely monitoring some medtech/scientific companies such as $CHEMM $DIM.PA $JDG.L and $DHR"  
[X Link](https://x.com/Picolinie/status/1620504805348343809)  2023-01-31T19:30Z [----] followers, [----] engagements


"Having a hard time grasping the recent price action in $SDI.L Company is currently trading 10x EV/EBIT for FY24E (ending apr24). For that you get a stable group of businesses with MSD/HSD organic growth 20%+ ROCE and plenty of M&A opportunities. Feels like panic right now"  
[X Link](https://x.com/anyuser/status/1711306261961085352)  2023-10-09T09:03Z [----] followers, 26.6K engagements


"Forward valuation based on recently reaffirmed guidance from management also approaching Covid lows. Prefer $JDG.L overall but forward IRR seems more attractive for $SDI.L if you ask me for the short-/medium-term"  
[X Link](https://x.com/Picolinie/status/1711308303370735680)  2023-10-09T09:11Z [----] followers, [----] engagements


"Bit late to the party but my portfolio going into [----] (by size): [--]. $EPSIL [--]. $TOI.V [--]. $EVO [--]. $GOOGL [--]. $MSFT [--]. $V [--]. $DHR [--]. $BX [--]. $ADDT [--]. $AOJ [--]. $ADYEN [--]. $NTG [--]. $CHEMM [--]. $TEQ [--]. $LAGR [--]. $CPH.TO [--]. $KEYS.L [--]. $SDI.L"  
[X Link](https://x.com/anyuser/status/1745141646558171194)  2024-01-10T17:52Z [----] followers, 20.2K engagements


"Most likely will be trimming some holdings in the coming months because I prefer to stay [--] positions. Watchlist hasn't changed much. Mostly eyeing $LVMH $JDG.L $TVK.TO $KNSL $DNP.WA & $SPR.WA"  
[X Link](https://x.com/Picolinie/status/1745141647938056319)  2024-01-10T17:52Z [----] followers, [----] engagements


"Well written update on the current $BONEX situation. Lots to like about the company (niche monopoly medtech high growth and incremental margins) with a compelling setup after a 50% haircut YTD. Easy to see it double in the next [--] months Redeye addresses some of the identified short case arguments circulating Bonesupport and discusses the share price collapse of [----]. $BONEX https://t.co/8NGYSzhKWP https://t.co/P7kzNG6jiI Redeye addresses some of the identified short case arguments circulating Bonesupport and discusses the share price collapse of [----]. $BONEX https://t.co/8NGYSzhKWP"  
[X Link](https://x.com/anyuser/status/2001977282450370694)  2025-12-19T11:25Z [----] followers, [----] engagements


"$VIT now trading below SEK [---] Current set-up with double-digit topline growth and margin expansion is MUCH more attractive at 15x NTM EBITA Think the stock will perform well from here after [--] years of consolidation 📈 $VIT Vitec down 30% from its high. Really want to like it here but. the numbers are so misleading 30%+ EBITDA becomes 15% FCF mostly due to R&D capitalizations and IFRS leases. Trading at 4% FCF yield on 2023E PF numbers. Still prefer $TOI.V and $CSU for VMS exposure https://t.co/N8AmeyrBFU $VIT Vitec down 30% from its high. Really want to like it here but. the numbers are so"  
[X Link](https://x.com/anyuser/status/2010795646174020037)  2026-01-12T19:26Z [----] followers, 12.3K engagements


"RT @BerkelKip: Constellation Software $CSU.TO $CSU *finally* getting to levels where one can make a reasonable valuation argument imho. 2"  
[X Link](https://x.com/Picolinie/status/2011519130378387790)  2026-01-14T19:21Z [----] followers, [--] engagements


"New write-up live: Epsilon Net $EPSIL Not going to lie I believe this company has a great set-up to become a multibagger over the coming years. https://www.picoliniecapital.com/post/epsilon-net-quality-is-not-an-act-it-is-a-habit https://www.picoliniecapital.com/post/epsilon-net-quality-is-not-an-act-it-is-a-habit"  
[X Link](https://x.com/Picolinie/status/1417502619938009092)  2021-07-20T15:12Z [----] followers, [---] engagements


"@futureinvesting Judges Scientific $JDG"  
[X Link](https://x.com/Picolinie/status/1531262796243030017)  2022-05-30T13:14Z [----] followers, [--] engagements


"$NORDH Nordhealth AS (174m mcap) Nordic healthcare SaaS  Mission-critical software for veterinary and therapy clinics/hospitals 🐶🧑⚕ 116% ARR growth (24% organic) with positive FCF High insider ownership (30%) 5x. EV/ARR Quick overview + thoughts:"  
[X Link](https://x.com/Picolinie/status/1554766575126945792)  2022-08-03T09:50Z [----] followers, [---] engagements


"My sales could clearly turn out to be mistakes and my buys might become duds. Nevertheless I think I made the right choice and feel more comfortable with my holdings now. Still have some cash left (8%) which will go to increasing my $TEQ position and [--] new one holding"  
[X Link](https://x.com/Picolinie/status/1576879024357666816)  2022-10-03T10:17Z [----] followers, [--] engagements


"@cphcompounder @zimp_a $ADYEN + higher fcf conversion. Chemometec is a fantastic company though. Would love to own it one day"  
[X Link](https://x.com/Picolinie/status/1613846017752928257)  2023-01-13T10:30Z [----] followers, [----] engagements


"@cphcompounder @zimp_a You have to look at net revenues for margins as that reflects Adyen's take rate (59% EBITDA H1 [----] 65%+ long-term target). I'm closely watching $CHEMM during this dip but valuation is still too high imo (I know famous last words 😅)"  
[X Link](https://x.com/Picolinie/status/1613888670729228295)  2023-01-13T13:20Z [----] followers, [----] engagements


"@Nucleus42206887 For me to pull the trigger it would need to drop below [--] although I fully accept it probably won't drop that low"  
[X Link](https://x.com/Picolinie/status/2016139664340492570)  2026-01-27T13:22Z [----] followers, [--] engagements


"@DutchInvestors Interesting read and nice to see a more critical view Didn't know share growth was that extreme. Think illustrating pro forma results is totally fair for an acquirer though. Also distorts the EBITDA vs. shares growth comparison a bit. For one-offs it 'depends' imo 🙂"  
[X Link](https://x.com/Picolinie/status/2016409859441242153)  2026-01-28T07:15Z [----] followers, [---] engagements


"@marcwesteneng Thanks for the kind words Marc Perhaps the post will convince you to dip your toes in the payment space ;)"  
[X Link](https://x.com/Picolinie/status/2019662691359695094)  2026-02-06T06:41Z [----] followers, [---] engagements

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