Limitless

Deanall Barnes Tells All: ATLANTIC HARDWARE's Next Big Move

The CEO of one of Jamaica's fastest growing construction stocks sits down to reveal everything. Deanall Barnes breaks down how Atlantic Hardware went from $1.4 billion in debt to under $600 million while growing revenue over 10% every year since acquisition. Dr. Matthew Preston and Dr. Thaon Simms dig into the hurricane rebuilding opportunity, hotel supply contracts, lumber market strategy, and a major hint about where $300 billion in government reconstruction money is headed.Chapters:00:00 Introduction and Deanall Barnes Background02:39 From ARC Manufacturing to Law to CEO08:03 Why Ownership Builds Wealth (Not Salary)10:25 The Grandmother's Market Story14:59 Atlantic's Transformation: Three Locations to One18:18 $1.4 Billion Debt Down to $580 Million20:26 Hurricane Melissa Pivot: Zinc, Lumber, Rebuild25:53 Capacity and the Supplier Truck Strategy28:35 Special Projects Division and Hotel Contracts31:03 Acquisitions: Forward and Backward Integration32:08 The Cement Question: Is CARIB Enough?35:00 Supply Chain Management and Global Disruptions37:48 The ERP System Behind Atlantic's Efficiency40:40 Construction Rebuild Timeline: What Comes Next44:39 Lumber and Zinc Already Driving Revenue48:13 Stock Doubled in Under a Year53:52 Deanall's Final Investment Advice55:21 Closing and Farewell🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com🐥 Follow us on Twitter: https://twitter.com/Limitless_pod📷 Instagram: https://www.instagram.com/limitless_pod/💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount💝 Support the podcast: https://www.buzzsprout.com/1971039/support📧 Email us: limitlesspodcastja@gmail.com👍 If you enjoyed this episode, please like, subscribe, and share with someone investing on the JSE!❓ Atlantic's stock doubled in under a year. Do you think the rebuild opportunity can push it even higher? Drop your price target in the comments!⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.Send a textSupport the show

Ryan Strachan : Why Jamaica Is The Next Investment Frontier

 Ryan Strachan is back! 🔥 Dr. Matthew Preston & Dr. Thaon Simms sit down with the “people’s favorite guest” to unpack Jamaica’s biggest wealth themes right now market consolidation, IPOs & M&A, why equities can outperform bonds 📈, how AI/automation is already reshaping jobs 🤖, and why manufacturing + logistics could be the next major value-creation engine 🏭🚢. If you’re serious about building wealth, this one is a must-watch.📊 Highlights & Chapters:0:00 - 2:20 | 🎙️ Welcome back + Ryan’s year in review2:20 - 6:08 | 🧩 One Great Studios x DRT acquisition + how the deal came together6:08 - 14:40 | 💼 Going solo: building the business lean + why revenue generation matters14:40 - 23:27 | 🏦 Financial sector consolidation + BOJ clarification + what’s really shifting23:27 - 28:39 | 📉 NCB at $200: why Ryan sold + risk management & profit-taking mindset28:39 - 38:49 | 📊 Bonds vs equities: where brokers earn + why retail equities “move the needle”38:49 - 45:15 | 🤖 Google, Gemini, and the AI arms race + what Ryan likes in tech investing45:15 - 54:09 | 🧠 AI disruption: which jobs go first + automation economics 54:09 - 1:06:39 | 🏭 Manufacturing + AMG expansion + efficiency as the real advantage1:06:39 - 1:28:42 | 🚧 Infrastructure & logistics: TransJamaican lessons, Lakespen, industrial parks, and ports1:28:42 - 1:39:41 | 🌱 Micro Market + early-stage investing + why Jamaicans shouldn’t miss the next wave1:39:41 - 1:44:10 | 🎤 Final message: invest in what you understand + take Jamaica seriously🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com🐥 Follow us on Twitter: https://twitter.com/Limitless_pod📷 Stay connected on Instagram: https://www.instagram.com/limitless_pod/💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount👍 If you enjoyed this episode, please like, subscribe, and share!❓Which Jamaican sector are you most bullish on for the next 5–15 years—manufacturing, logistics, energy, or tech?⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. Please consult a financial advisor before making any investment decisions. Send a textSupport the show

Woodcats IPO: 90¢ to $2 in 12 Months?

Woodcats International just became the first company to list on the Jamaica Stock Exchange in 2026. At 90 cents per share and a $750 million raise, Dr. Matthew Preston and Dr. Thaon Simms break down whether this manufacturer deserves a spot in your portfolio.The company manufactures wooden pallets for Jamaica's biggest exporters — Red Stripe, Wisynco, and Seprod. With a junior market tax break saving millions, Hurricane Melissa creating demand spikes, and NCB Capital buying a strategic stake, the setup looks compelling. But with 72% new viewers and liquidity concerns, Preston and Thaon debate whether this IPO deserves your cash.Chapters:00:00 First IPO of 2026 Announced01:54 What Does Woodcats Actually Do?06:39 The $750M Offer Breakdown09:31 Use of Proceeds: Equipment Upgrades12:23 Derriman's Role as Selling Shareholder15:02 Management's 3-5 Year Strategic Plan19:32 Revenue Breakdown: 97% Pallets25:05 The Hurricane Melissa Opportunity31:10 Hybrid Pallets and New Product Lines37:25 Historical Profitability and Dividend Policy42:16 Valuation: Fair at 90¢ or Overpriced?46:22 Preston's Take: Competing Priorities50:56 Thaon's Take: Simple Business Appeal52:44 Final Verdict: Are We Buying?🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com🐥 Follow us on Twitter: https://twitter.com/Limitless_pod📷 Instagram: https://www.instagram.com/limitless_pod/💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount💝 Support the podcast: https://www.buzzsprout.com/1971039/support📧 Email us: limitlesspodcastja@gmail.com👍 If you enjoyed this episode, please like, subscribe, and share with someone researching JSE IPOs!❓ Are you applying for the Woodcats IPO? Drop your allocation strategy in the comments!⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.Send a textSupport the show

Warren Buffet’s Favourite Jamaican Stocks

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 Letters03:19 Pick 1: The Banking Giant08:19 Thaon's Reaction: Is This the Right Banking Play?09:26 Pick 2: The Infrastructure Monopoly11:40 Why Buffett Loves Infrastructure and Toll Roads12:11 Pick 3: The Century Old Conglomerate15:27 Thaon's Approach: Training ChatGPT to Think Like Buffett16:24 The Five Core Buffett Principles Applied19:23 Alternative Pick 1: A Different Banking Champion23:37 Preston's Take: The Opportunity Everyone's Missing25:07 Alternative Pick 2: The Same Conglomerate30:13 Alternative Pick 3: The Beverage Franchise34:23 The Coca-Cola Bias Revealed36:17 Alternative Pick 4: The Insurance Powerhouse39:20 Why Buffett Loves Insurance Companies42:04 Alternative Pick 5: The Monopoly Play45:27 The Ironic Royalty Twist47:56 Comparing Both AI Portfolios48:20 Would Buffett Really Pick Five Stocks?50:02 Context Rot: Why More Information Can Hurt AI Output52:06 Final Thoughts and Experiment Conclusions🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com🐥 Follow us on Twitter: https://twitter.com/Limitless_pod📷 Instagram: https://www.instagram.com/limitless_pod/💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount💝 Support the podcast: https://www.buzzsprout.com/1971039/support📧 Email us: limitlesspodcastja@gmail.com👍 If you enjoyed this episode, please like, subscribe, and share with someone who needs to hear this!❓ Which investor should we train AI on next? Drop your suggestions in the comments below!⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.Send a textSupport the show

Hurricane Melissa Destroyed These Tourism Stocks... Time to Buy? 🌪️

Hurricane Melissa just devastated Jamaica's tourism sector with a 73% drop in November arrivals. While everyone panics about dead tourism stocks, Dr. Matthew Preston and Dr. Thaon Simms ask a different question: Is this actually a buying opportunity?They break down every publicly traded tourism company on the JSE, analyzing Dolphin Cove's forced sale, Express Catering's airport shutdown, CPJ's hotel losses, and Everything Fresh's surprising resilience. Whether you're already invested or considering entry, discover which companies will bounce back fastest and which might quietly turn this crisis into a reset.Chapters:00:02 Why Hurricane Melissa Creates a Tourism Stock Decision00:47 The Tourism Stock Landscape on the JSE07:54 Dolphin Cove: Lost Dolphins, Reopening Timeline & The Forced Sale19:13 The Ocho Rios Port Reopening: Game Changer for Dolphin Cove24:55 CPJ Analysis: Million Dollar Losses Before the Hurricane Even Hit30:14 Everything Fresh: The Smarter Tourism Play? Diversification Pays Off44:01 Express Catering: 73% Passenger Drop & Airport Damage Impact55:25 Final Verdict: Winners, Losers & The Quiet Recovery Opportunities🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com🐥 Follow us on Twitter: https://twitter.com/Limitless_pod📷 Instagram: https://www.instagram.com/limitless_pod/💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount💝 Support the podcast: https://www.buzzsprout.com/1971039/support📧 Email us: limitlesspodcastja@gmail.com👍 If you enjoyed this episode, please like, subscribe, and share with someone who needs to understand hurricane impacts on stocks!❓ Which JSE tourism stock do you think will recover fastest from Hurricane Melissa? Drop your pick in the comments!⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.Send a textSupport the show