Sirmium Capital

Sirmium Capital We are a registered investment adviser created to help individuals transition into retirement.

“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” - Sir John TempletonO...
01/12/2026

“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” - Sir John Templeton

Our 2025 Year-End Newsletter is now live.

In this issue we cover:
• The AI boom and whether it resembles past market bubbles
• How passive investing and market concentration are shaping markets
• Lessons from 2025 performance
• Portfolio updates across several holdings

Read it here:
www.sirmiumcapital.com/newsletters/latest.pdf

“What we learn from history is that people don’t learn from history.” — Warren BuffettOur Q3 2025 Sirmium Capital Newsle...
10/22/2025

“What we learn from history is that people don’t learn from history.” — Warren Buffett

Our Q3 2025 Sirmium Capital Newsletter is now available: “Human Nature Drives the Cycle.”

In this issue, we cover:
✅ Why market pullbacks are a natural and healthy part of investing
✅ How rising debt levels are reshaping views on gold and Bitcoin
✅ Key portfolio updates, including Brookfield, Burford, and Coupang

📄 Read it directly here:
https://sirmiumcapital.com/newsletters/latest.pdf

As always, thank you for following our work — your continued support and curiosity make these updates possible.

11/21/2022

Nike stock is down almost 40% from a year ago.

Though this stock has taken a beating, we think it’s a great time to add Nike to your portfolio.

Why?

Let me explain in the video below 👇🏻✌🏻

Follow  for weekly investment advice!Accounting is the language of business. Here are the meat and potatoes of the balan...
09/07/2022

Follow for weekly investment advice!

Accounting is the language of business. Here are the meat and potatoes of the balance sheet.

A massive write off of $12.4 billion a year.Not too shabby for a $20 million investment!
08/30/2022

A massive write off of $12.4 billion a year.

Not too shabby for a $20 million investment!

8 Images Every Investor Should Memorize!Follow the  for weekly investment advice!
08/25/2022

8 Images Every Investor Should Memorize!

Follow the for weekly investment advice!

Accounting is the language of business.If you buy stocks, you MUST learn how to read an income statement!Here’s everythi...
08/22/2022

Accounting is the language of business.

If you buy stocks, you MUST learn how to read an income statement!

Here’s everything you need to know in 10 slides.

Follow for weekly investment advice!

Dealing with volatility isn't easy. These 5 quotes always make me feel better
08/20/2022

Dealing with volatility isn't easy. These 5 quotes always make me feel better





Micron analysis in 5 slides!To view .pabrai video take a swipe into my reels.
07/18/2022

Micron analysis in 5 slides!

To view .pabrai video take a swipe into my reels.

Follow  for weekly investment advice!Here are the top five positions of superinvestors:1. Meta2. Google3. Microsoft4. Am...
07/18/2022

Follow for weekly investment advice!

Here are the top five positions of superinvestors:

1. Meta
2. Google
3. Microsoft
4. Amazon
5. Visa













Address

New York, NY

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 6pm
Sunday 9am - 6pm

Telephone

+18603651132

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