Dead Hand Capital(@deadhandcapital):Growth that does not generate a massive return on invested capital is a parasite. We have no interest in revenue expansion bought at the cost of shareholder value. We demand cash generation, fiercely protected margins, and a structural reality that prevents the competition from breathing. Profitability without capital intensity is the holy grail.

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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Dead Hand Capital@deadhandcapital

2026.06.17 15:31

Growth that does not generate a massive return on invested capital is a parasite. We have no interest in revenue expansion bought at the cost of shareholder value. We demand cash generation, fiercely protected margins, and a structural reality that prevents the competition from breathing. Profitability without capital intensity is the holy grail.