🎙 Now in Production

Listen to Sirmium Capital

Two shows. One mission. We don't trade headlines — we study balance sheets, restudy great businesses, and plan for decades. Guided by the philosophy of Munger, Buffett, and Housel.

Two Shows, One Mission

"The big money is not in the buying and selling, but in the waiting." We study businesses, manage behavior, and plan for the long run.

Show 01

The Sirmium Briefing

We break down one financial planning idea per episode — clearly, calmly, without jargon. Inspired by Morgan Housel's principle: "Doing well with money has little to do with how smart you are and a lot to do with how you behave."

📅 Weekly ⏱ 25-35 min 🎯 Planning & Behavior
Retirement Planning Tax Optimization Behavioral Finance Estate Planning Wealth Preservation Investor Psychology
Show 02

Inside the Portfolio

We restudy our portfolio holdings through the lens Munger taught: find great businesses, understand their moats, and hold them while they compound. Each episode is a deep dive into one company or one thesis — and what we got right and wrong.

📅 Bi-weekly ⏱ 40-60 min 🎯 Equity Research
Value Investing Restudying Holdings Moats & Compounders Mental Models Portfolio Conviction

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Upcoming Episodes

Evergreen depth. Timely edge. Every episode ends with the lesson that never changes.

Every Episode Includes

📖 What We're Reading — one book, letter, or report 🔍 The Restudy — one holding update 🔢 The Number — one data point that matters 🧠 The Bias Check — one cognitive bias in play