What if Warren Buffett woke up tomorrow as a Jamaican investor with a million dollars to spend on the Jamaica Stock Exchange? Dr. Matthew Preston and Dr. Thaon Simms fed AI models Buffett's shareholder letters, investment philosophy, and decades of wisdom to find out. The results are surprising. One AI went ultra concentrated with just three stocks. The other spread across five picks. From economic moats to toll bridge businesses, discover which JSE companies passed Buffett's legendary filters for quality, management,...
What if Warren Buffett woke up tomorrow as a Jamaican investor with a million dollars to spend on the Jamaica Stock Exchange? Dr. Matthew Preston and Dr. Thaon Simms fed AI models Buffett's shareholder letters, investment philosophy, and decades of wisdom to find out. The results are surprising. One AI went ultra concentrated with just three stocks. The other spread across five picks. From economic moats to toll bridge businesses, discover which JSE companies passed Buffett's legendary filters for quality, management, and value. You'll have to watch to see if your favorites made the cut.
Chapters:
00:12 Introduction: What Would Warren Buffett Buy on the JSE?
02:47 Preston's Approach: Using Claude with Buffett's Letters
03:19 Pick 1: The Banking Giant
08:19 Thaon's Reaction: Is This the Right Banking Play?
09:26 Pick 2: The Infrastructure Monopoly
11:40 Why Buffett Loves Infrastructure and Toll Roads
12:11 Pick 3: The Century Old Conglomerate
15:27 Thaon's Approach: Training ChatGPT to Think Like Buffett
16:24 The Five Core Buffett Principles Applied
19:23 Alternative Pick 1: A Different Banking Champion
23:37 Preston's Take: The Opportunity Everyone's Missing
25:07 Alternative Pick 2: The Same Conglomerate
30:13 Alternative Pick 3: The Beverage Franchise
34:23 The Coca-Cola Bias Revealed
36:17 Alternative Pick 4: The Insurance Powerhouse
39:20 Why Buffett Loves Insurance Companies
42:04 Alternative Pick 5: The Monopoly Play
45:27 The Ironic Royalty Twist
47:56 Comparing Both AI Portfolios
48:20 Would Buffett Really Pick Five Stocks?
50:02 Context Rot: Why More Information Can Hurt AI Output
52:06 Final Thoughts and Experiment Conclusions
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