Matteo Muscat

@MatteMuscat

Chief Marketing Officer at Bilbel Capital. Like/ RT ≠ endorsement. Tweets not Financial/investment advice. Views are my own.

Delaware, USA

bilbelcapital.com

Joined April 2017

2KPosts 1KFollowers 3KFollowing

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Pinned

Matteo Muscat

@MatteMuscat

Aug 25

@bilbelcapital's 2025 Semi-Annual Letter is out! Returns since inception: 1,984.74% Companies discussed: CareCloud Inc - $CCLD, Intellego Technologies - $INT.ST, Reysas GYO - $RYGYO, Huationg Global - $41B.SGX If you are an accredited investor and would like to invest with…

MatteMuscat's tweet image. @bilbelcapital's 2025 Semi-Annual Letter is out!

Returns since inception: 1,984.74%

Companies discussed: CareCloud Inc - $CCLD, Intellego Technologies - $INT.ST, Reysas GYO - $RYGYO, Huationg Global - $41B.SGX

If you are an accredited investor and would like to invest with…

Matteo Muscat

@MatteMuscat

14 h

Most investors chase conviction as if it’s a requirement. It isn’t. Conviction doesn’t make an investment work. Causality does. If you understand what causes something to happen, the strength of your feelings becomes irrelevant. The explanation either holds, or it breaks.…

Matteo Muscat

@MatteMuscat

Nov 22

Targets aren’t about pressure. They’re about clarity. Without targets, everything feels like progress. With targets, you see the truth, that is what’s working, and what isn’t. The real value lies with the signal it gives.

Matteo Muscat

@MatteMuscat

Nov 22

Bias may come from forgetting. Re-deriving every idea from first principles is ideal, but not scalable. When the workload grows, memory gaps appear. That’s where systems become essential. One of the simplest checks is comparison. If you think a company is cheap and every…

Matteo Muscat

@MatteMuscat

Nov 21

Most people think bias is fixed. In reality, it changes with the amount of information you have. At the start of any analysis, bias is highest because knowledge is lowest. As you correct your understanding, bias naturally goes down. The skill is noticing it in real time. Bias…

Matteo Muscat

@MatteMuscat

Nov 20

Most investors underestimate how much of their thinking never gets translated into language. That’s where both the power and the limitation of intuition come from. You can make strong decisions using only data and a clear explanation of what caused that data. That approach works…

Matteo Muscat

@MatteMuscat

Nov 19

Data is the starting point. It gives shape to the questions, reveals the edges of the problem, and tells you what is actually happening. But the real edge in investing comes from predicting the data before it appears and that requires an explanation of why the data exists in…

Matteo Muscat

@MatteMuscat

Nov 18

Markets contain variables we see, variables we think we see, and variables we never even knew were in play. A decision can be sound, even if the result looks wrong in hindsight, because the result may contain forces that were impossible to predict. So the real test is simple:…

Matteo Muscat

@MatteMuscat

Nov 17

Matteo Muscat

@MatteMuscat

Nov 17

Most firms talk about standards. However, not all who speak about them actually enforce them. At Bilbel Capital, standards are not goals. They are minimums, the baseline for how we think, write, decide, and operate every day. Because culture isn’t built through inspiration.…

MatteMuscat's tweet image. Most firms talk about standards.
However, not all who speak about them actually enforce them.

At Bilbel Capital, standards are not goals.

They are minimums, the baseline for how we think, write, decide, and operate every day.

Because culture isn’t built through inspiration.…

Matteo Muscat

@MatteMuscat

Nov 17

Most people judge investment decisions by the outcome. They should be judged by the quality of the explanation behind them. A good decision starts with a good explanation and a clear link between what we’re seeing and what has caused it. The aim is to build a causal story that…

Matteo Muscat

@MatteMuscat

Nov 16

Excellence isn’t usually built in comfort. It’s built in the periods where you absorb pain and probably look wrong before the results arrive. Most people want the outcome. However, few can tolerate the in-between, the stretch where conviction is tested, patience is strained,…

Matteo Muscat

@MatteMuscat

Nov 16

If you voted Yes or Undecided in yesterday’s poll, I invite you to contact me directly. Several respondents indicated interest in learning more about Bilbel Capital, and I appreciate the thoughtful engagement. If you would like to understand our investment philosophy, our…

Matteo Muscat

@MatteMuscat

Nov 15

Are you interested in allocating capital with Bilbel Capital?

Matteo Muscat

@MatteMuscat

Nov 16

Ever wondered where the name @bilbelcapital comes from? Not an investing post, but just something about us. As Hedge Fund Alpha wrote: “Bilbel Capital got its name from Sammut’s great-grandfather, whose nickname was Bilbel… the road their family lived on eventually became…

Matteo Muscat reposted

Matteo Muscat

@MatteMuscat

Nov 15

Honoured to be featured in Hedge Fund Alpha. They covered our story at @bilbelcapital, how we built an investment firm from first principles, focused on discipline, trust architecture, and long-term compounding. There’s only one line in the article that needs correcting: “One…

Matteo Muscat

@MatteMuscat

Nov 16

In this month’s episode, we discuss decision making. I think it’s one of the best discussions we’ve had until now. I hope you all find it useful.

Bilbel Capital

@bilbelcapital

Nov 15

🎧 Welcome to 'The Bilbel Capital Podcast' - Episode 3 We feel that the investing industry needs more clarity. That’s why we’ve launched a monthly in-house podcast, where each episode goes deep on topics that matter. 🎙️ This month’s episode: A discussion on decision making…