Limitless

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 us 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 us a textSupport the show

What 2026 Could Look Like for Jamaican Investors

Remember when TransJamaica Highway was announced at last year's JSE Conference? Investors who bought at $3.75 are sitting on 30% gains less than a year later. This year, Andrew Holness and Fayval Williams are both speaking, and we're breaking down which sessions could move the stocks in your portfolio. From construction plays like Carib Cement to the micro market announcement we've been waiting for, Matthew Preston and Thaon Simms preview everything you need to know before January 20th.Chapters:00:00 Introduction01:38 Last Year's TransJam Announcement (30% Gains)02:15 Who We Want to Interview05:34 Andrew Holness: Devastation, Recovery, Resilience08:39 Construction Stocks to Watch12:17 Why This Conference Matters for Investors16:22 JSE and New Listings: What Would Make More Companies List?19:46 JSE's Plans: Government Securities and More21:40 Grace Kennedy and Steven Whittingham23:37 Fayval Williams and the Micro Market25:49 Cross Listings: Rwanda, Trinidad, Barbados29:06 NCB Capital Markets31:20 Final Thoughts and Ticket Giveaway🎧 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!❓ What questions do you want us to ask the CEOs at the conference? Drop them in the comments and we'll do our best to get them answered!⚠️ Disclaimer: This episode is in partnership with the Jamaica Stock Exchange. 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 us a textSupport the show

2026 Jamaica Outlook: The Rebuild That Changes Everything

What if the next 10 years completely reshape which Jamaican investors win and lose? Investment professional Julian Morrison returns with a bold prediction: Jamaica's rebuild timeline could stretch a decade, not five years. Dr. Matthew Preston and Dr. Thaon Simms dig into which JSE companies have the balance sheets to survive and thrive.From Fontana's Portmore expansion to Wisynco's wallet share strategy to NCB's forced shrinking, Julian breaks down why earnings don't matter right now but capital does. Plus, a Limitless exclusive: the launch of his new newsletter, Market Failure.Chapters:00:00 Introduction and Christmas Vibes03:12 2026 Outlook: Why Julian Is Optimistic04:21 Cold War II and Jamaica's Position05:06 The 10 Year Rebuild Timeline08:04 Kingston Crowding and Business Opportunities11:08 Wisynco's Wallet Share Strategy14:14 GDP Per Capita: The Statistical Trick16:13 How US Immigration Changes Affect Jamaica19:21 Construction and Hardware Winners20:44 Jamaica Needed This Reset23:32 Healthcare Stocks Bull Case24:31 M&A Activity: Who's Buying What?29:10 AI, Industrialization, and Jamaica's Reality37:25 Metals Bull Run Explained41:14 Interest Rate Outlook for 202646:04 NCB vs Scotiabank: A Capital Story53:55 How to Evaluate Investment Funds1:01:58 The Three Things That Drive Bull Markets1:09:16 Micro Market Opportunities1:21:31 Julian's Top Picks: Fontana and Eppley1:24:12 Market Failure Newsletter Announcement🎧 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 preparing their portfolio for 2026!❓ Which JSE stock do you think has the strongest balance sheet for the rebuild? 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 us a textSupport the show

These Are The JSE Stocks We Are Watching For 2026

Three investors sit down to reveal which Jamaica Stock Exchange stocks they're watching for 2026. Shanice Williams, Dr. Matthew Preston and Dr. Thaon Simms break down plays from high risk penny stocks to blue chip giants on the verge of major moves.The conversation gets heated when NCB comes up and a $94 million deadline that could reshape everything. They discuss the hurricane rebuilding boom, Chinese EVs taking over Jamaica, and why one investor refuses to touch a stock that broke her heart.Whether you're starting your portfolio or restructuring for what's coming, this episode reveals where the smart money is looking.Chapters:00:00 Introduction and Shanice's 2025 Recap06:39 Shanice's Pick: Kintyre Holdings Deep Dive14:09 Thaon's Pick: Jetcon and the Chinese EV Boom24:03 Preston's Pick: Grace Kennedy 2030 Vision33:03 Carnival Intermission36:01 Preston's Pick: Mailpack and the Temu Deal45:51 Shanice's Pick: Pulse Investments Turnaround53:29 Preston's Pick: GNAC and Beacon Acquisition1:06:00 Atlantic and Hurricane Melissa Opportunities1:15:09 The NCB Situation and December Deadline1:28:23 US Stocks Teaser and Closing🎧 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 building their 2026 portfolio!❓ Which stock from this episode are you adding to your watchlist? Drop your pick 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 us a textSupport the show