https://sirmiumcapital.com/research/ William Harrison's quarterly equity research letter: concentrated value investing, portfolio strategy, and capital allocation. New issue each quarter, free to read. en-us Sirmium Capital, LLC noreply@sirmiumcapital.com (William Harrison) Mon, 13 Jul 2026 09:00:00 -0400 https://sirmiumcapital.com/assets/images/sirmium-logo.png https://sirmiumcapital.com/research/ https://sirmiumcapital.com/research/inside-the-portfolio-q2-2026.pdf https://sirmiumcapital.com/research/inside-the-portfolio-q2-2026.pdf Thu, 09 Jul 2026 09:00:00 -0400 The Q2 2026 issue: how we are reading the market, how the portfolio is positioned, and the reasoning behind a specific holding. Educational research, not personalized investment advice. https://sirmiumcapital.com/research/inside-the-portfolio-q1-2026.pdf https://sirmiumcapital.com/research/inside-the-portfolio-q1-2026.pdf Tue, 07 Apr 2026 09:00:00 -0400 The Q1 2026 issue: separating market noise from signal, and where a long-term investor finds opportunity in a fearful tape. Educational research, not personalized investment advice. https://sirmiumcapital.com/research/inside-the-portfolio-2025-year-in-review.pdf https://sirmiumcapital.com/research/inside-the-portfolio-2025-year-in-review.pdf Thu, 15 Jan 2026 09:00:00 -0500 The 2025 year-in-review issue: what the year taught us, and the case for discipline when every headline argues that this time is different. Educational research, not personalized investment advice.