Dead Hand Capital
@deadhandcapital
An investment newsletter dedicated to the forgotten virtues of patience, silence, and rationality in a world addicted to motion. 20 years on Wall Street.
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“This is the condition Leonardo predicted. And it explains, in a way no spreadsheet ever can, why the patient and ruthless search for asymmetric returns must become the entire structure of a serious investing life. This search is not reliable and it is not comfortable. But the man who has flown knows that flying is the only thing worth doing, and the man who has held one of the great compounders through a stratospheric run knows the same”
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