Dead Hand Capital(@deadhandcapital):The future is uncertain and your valuation should reflect that. The more precise the spreadsheet becomes, the easier it is to forget that every cell beneath it is merely an assumption.

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

2026.08.14 11:10

The future is uncertain and your valuation should reflect that. The more precise the spreadsheet becomes, the easier it is to forget that every cell beneath it is merely an assumption.