Dead Hand Capital(@deadhandcapital):The cost of any position is the better one it displaced. Nothing you own competes with the market. Everything you own competes with the best idea you have - and most portfolios are long forgotten alternatives.

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.

Joined July 2025

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Dead Hand Capital@deadhandcapital

2026.08.19 10:42

The cost of any position is the better one it displaced. Nothing you own competes with the market. Everything you own competes with the best idea you have - and most portfolios are long forgotten alternatives.