Matteo Muscat @MatteMuscat

For those interested in sharpening their investment thinking and decision-making 📈 Here’s a curated reading list of timeless pieces: ✅ Joel Greenblatt – Columbia Class Notes ✅ Charlie Munger – Worldly Wisdom ✅ Charlie Munger – The Psychology of Human Misjudgment ✅ Warren…

🎙️ I would like to share that the next episode of the Bilbel Capital Podcast is coming in the third week of October. 👉 If you haven’t already, subscribe to the podcast channel so you don’t miss it. 👉 I’d also love to hear from you: what topics or questions would you like us…

Bilbel Capital @bilbelcapital

a week ago

🎙️ I would like to share that the next episode of the Bilbel Capital Podcast is coming in the third week of October. 👉 If you haven’t already, subscribe to the podcast channel so you don’t miss it. 👉 I’d also love to hear from you: what topics or questions would you like us…

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Noise fades. Discipline compounds. Enduring wealth isn’t created by chasing noise or reacting to headlines. It’s earned through patience, deep research, and the courage to act when few will. In a world addicted to speed ⚡ we choose clarity, deep understanding and conviction.

🌍 Is @bilbelcapital going to be looking at more specific countries that are having more stable currencies? So the undervaluation we’re trying to find is so high that currency is a variable at play, but for the most part, it's not a big enough variable to consider. So if…

"Founder-led companies have a unique competitive advantage due to the incentive of the founder. A founder's personal stake in the success of the business often leads to long-term decision-making that benefits the company and its shareholders, because the incentives are aligned"…

💡 When you're looking at a company, which type of statement do you think is most important? So it depends on leverage. So when accounting standards were created, they were created for companies that had hard assets and those hard assets created income, and income was…

"If the founder has a 20 year horizon, the only thing that would drive him to more success in those 20 years is how the business internally performs. The stock will follow" @bilbelcapital 2022 Annual Letter

📝 Founder’s Insights Friday This week's insight: Risk and Reward. Are they Correlated? Most of the time, risk and reward go hand in hand – like in Roulette. But with stocks, it's often the opposite. If a company is worth $1B, what’s riskier? Paying $500M? Or $200M? At…

📊 If you look at statistics, they show that the holding period in days, on average, has just plummeted in the past 20 years, I think even longer. 💭 So what effect do you think that will have on @bilbelcapital? Well, we try to find the alpha regardless of where it is. So if…

“Another competitive advantage of a long time horizon is simply less competition due to less people being willing to wait years or decades for exceptional end results.” @bilbelcapital 2022 Annual Letter

If you would like more information on @bilbelcapital, drop me a comment below and DM me your email address and I will send you information. Thank you.

Thoughts on Wall street We focus on lowering the error in judgment when looking at a company and at a stock. And that doesn't have anything to do with Wall Street and whether Wall Street does the same or whether they do something different is not to my concern because the only…

“Investment risk is measured not by the percentage that a stock may decline in price in a given period, but by the danger of a loss of quality and earnings power through economic changes within the business or deterioration in management.” @bilbelcapital 2022 Semi-Annual…

For those who have not yet read our letter, it can be found on our website. 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…

I would also like to invite you all to follow us on: Linkedin - linkedin.com/company/bilbel… Youtube: youtube.com/@BilbelCapital

🎧 Welcome to 'The Bilbel Capital Podcast' 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: Introductory episode where our founder tackles…

If you are an accredited investor and would like to invest with us, or acquire more information, reach out on: 📩 info@bilbelcapital.com 🌐 bilbelcapital.com @bilbelcapital #BilbelCapital #CapitalAllocation #ValueInvesting #LongTermThinking #Familyoffice #Investmentfund

For anyone who has not watched it yet, this is the link to our most recent episode of the 'Bilbel Capital Podcast' youtu.be/lY0shz7Hefw?fe… Let me know your thoughts in the comments

“Investment decisions need not excel precision, for excel precision assumes that such hidden and unhidden variables are measurable… And accurately measurable. Precision in stock picking is nothing more than an opportunity to display the ego. No one knows that much.”…

What is the difference in sort of character or skills that you need between an entrepreneur and an investor? Most of the skills are the same. It's just that they are applied differently. So a founder needs to understand how to run a business and an investor needs to understand…