Limitless

Matthew Preston & Thaon Simms
  • 5.0 (6)
  • Investing
  • Updated Monthly

Just 2 best friends talking about their interests which just happen to be finance

  1. 4d ago

    SVL and the World Cup: The JSE Play Nobody Is Talking About

    Jamaica didn't make the World Cup, but one JSE stock still wins big. Dr. Matthew Preston and Dr. Thaon Simms break down how Supreme Ventures' sports betting arm, JustBet, could see its profits double in 2026 just like they did in Qatar 2022, when sports betting revenues jumped from $681 million to $1.2 billion. They dig into SVL's Ghana expansion, their integrated SV Games platform, and whether this is the sleeper JSE play of the year. Chapters: 00:00 Jamaica's World Cup Miss and SVL's Opportunity 01:30 How JustBet and Supreme Ventures Make Money 05:00 Sports Betting vs Lottery: Breaking Down SVL's Revenue 09:00 The Qatar 2022 Effect: How Profits Doubled Last World Cup 13:00 Polymarket and the Future of Sports Betting 17:00 SVL's Ghana Expansion and Regional Ambitions 22:00 Which Other JSE Companies Benefit From the World Cup 27:00 World Cup Predictions and Final Thoughts 🎧 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! ❓ Do you think SVL is a buy heading into the World Cup? 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 Fan Mail Support the show

    39 min

  2. Jun 5

    Is TRANSJAMAICA HIGHWAY Really a $20 Stock?

    Trans Jamaica Highway just posted a 46% profit jump and the stock is up nearly 97% since its IPO offer price. But is the easy money already gone? Dr. Matthew Preston and Dr. Thaon Simms dig into the numbers behind TransJam's best quarter ever, what the $3.5 million May pen leg means for future revenues, and whether the Montego Bay perimeter road could be the catalyst that gets this stock to $20. Chapters: 00:00 Introduction and TransJam's Big Quarter 02:01 Breaking Down the 46% Profit Jump 04:41 Warren Buffett and Infrastructure Stocks 07:10 T-Tag Adoption and What It Means for Revenue 16:30 From $3.60 to $7.10: Was the OFS Too Cheap? 19:45 The Maypan to Williamsfield Leg Explained 21:30 Montego Bay Perimeter Road: The Big Opportunity 28:33 Could TransJam Win the MoBay Bid? 37:15 The National Insurance Fund Connection 39:49 Is TransJam Still a Buy at $7? 🎧 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 JSE portfolio! ⚠️ 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 Fan Mail Support the show

    46 min

  3. May 29

    We Asked ELON MUSK To Pick a JSE Stock. This Is What He Chose

    What would the world's wealthiest man buy on the Jamaica Stock Exchange? Dr. Matthew Preston and Dr. Thaon Simms fed Elon Musk's entire investment philosophy into AI and asked it to pick one JSE stock. The answer was unexpected, the reasoning was airtight, and the price target will make you think twice. Watch to find out if you would have made the same call. Chapters: 00:00 Introduction and Elon Musk Background 01:25 How Musk Built His Fortune: From Zip2 to Tesla 09:57 The JSE Pick Revealed 12:07 Why This Stock Fits Musk's Investment Thesis 19:39 The Hidden Business Most Investors Overlook 28:08 The Biggest Risk to the Thesis 32:26 What the Competition Tells Us 39:00 How the Company Raises Capital 45:00 The Price Target: Realistic or Wishful Thinking? 52:23 Final Verdict 🎧 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 follows the JSE! ❓ Which JSE stock did you think Elon Musk would pick? Drop your guess 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 Fan Mail Support the show

    54 min

  4. May 22

    The Truth About Pensions in Jamaica Nobody Is Telling You

    Most Jamaicans are walking toward retirement with nothing saved and don't know it yet. Desmond Johnson spent over 20 years inside NCB managing over $120 billion in pension assets. He joins Dr. Matthew Preston and Dr. Thaon Simms to explain why less than 20% of Jamaica's workforce contributes to a pension, what the government's auto enrollment plan actually changes, and which JSE stocks he's buying right now. This is the retirement conversation Jamaica needs to have. Chapters: 00:00 Introduction and Meet Desmond Johnson 02:10 Behind the Scenes: What the Pension Industry Sees That You Don't 05:06 Jamaica's Retirement Gap: Only 20% Are Saving 09:08 What a Pension Actually Is and How It Works 14:11 Starting at 24 vs 35: The Real Difference in Your Payout 16:17 Why Coverage Is So Low: It's a Culture Problem 18:14 What Auto Enrollment Actually Means for Jamaica 22:37 Pension Funds and the JSE: Why More Money Isn't Flowing In 33:19 How Pension Funds Invest and the 5% Concentration Limit 40:14 Desmond's JSE Stock Picks: NCB, Grace Kennedy and Sagicor 🎧 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 hasn't started saving for retirement yet! ❓ Are you contributing the maximum 20% to your pension? Drop an honest answer 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 Fan Mail Support the show

    49 min

  5. May 15

    JETCON's Impossible Comeback Story

    A $74 million loss. A Chinese car brand most Jamaicans had never heard of. And one man who bet his 35 year old company on it. Dr. Matthew Preston and Dr. Thaon Simms sit down with Andrew Jackson, founder and executive chairman of Jetcon Corporation, to hear how he pivoted from used Japanese imports to an exclusive BAIC dealership and swung to a $95 million profit. Andrew reveals his 2026 sales targets, why he pulled back from solar, and why he thinks this could be Jetcon's biggest year ever. Chapters: 00:00 Introduction and Andrew Jackson's Origin Story 02:24 How Twins Forced Him Into Business 04:47 The Moment Chinese Cars Got Good 07:08 Why He Chose BAIC Over Every Other Brand 08:33 "You're Crazy" and the Skeptics 11:00 The BAIC X55, X35, BJ30 and BJ40 Walkthrough 17:01 How Much Do They Actually Cost? 19:45 The Resale Value Question Every Buyer Asks 24:26 Why New Cars Take 5 Months to Arrive 26:12 Sales Targets: 200 Last Year, 400 This Year 28:01 Why Jetcon Is Pulling Back From Solar 31:08 EVs in Jamaica: Why It Hasn't Worked Yet 35:36 The After Sales Goldmine Nobody Talks About 42:05 US China Tensions and the BAIC Risk 45:06 "This Year We're Gonna Blow That Away" 49:07 The Jackson Family and Succession Planning 🎧 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 thinking about buying a new car in Jamaica! ❓ Would you buy a Chinese car over a Toyota or Honda? 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 Fan Mail Support the show

    53 min

  6. May 8

    QUANTUS ADVANTAGE IPO: The $11 Billion Opportunity Most Jamaicans Are Missing

    What if Jamaican businesses could access capital without a bank ever approving them? Dr. Matthew Preston and Dr. Thaon Simms sit down with Stanley Thompson, EVP at Quantus Capital, to get inside the engine room of the Quantus Advantage IPO. Stanley breaks down structured finance, securitization, the 8% hurdle rate, and why the $11 billion private credit market in Jamaica is largely untapped. Whether you're a first-time investor or sizing up your next JSE position, this episode gives you the framework to decide for yourself. Chapters: 00:00 Introduction and Stanley's Background 01:37 From Mayberry to Quantus: Stanley's Finance Journey 02:34 What Made Stanley Leave Banking for a Startup 04:33 Traditional Financing vs the Quantus Way 07:55 The Sandals Farmer Example: How Receivables Financing Works 12:19 Structured Finance vs Securitization Explained 17:00 The $11 Billion Market Jamaica Isn't Using 19:05 How the Quantus Advantage IPO Fits the Bigger Picture 25:29 Which Sectors Does Quantus Prefer? 31:00 Stanley's Top 3 Investment Evaluation Criteria 40:51 Why the 2% Fee and 8% Hurdle Rate Are Justified 44:32 Junior Market vs Main Market: Why Quantus Chose the US Main Market 48:52 Price vs Value: How to Actually Assess This IPO 52:13 Closing Thoughts and Stanley's Message to Future Shareholders 🎧 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 watching this IPO! ❓ Are you investing in the Quantus Advantage IPO? What's your biggest concern? Drop your thoughts 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 Fan Mail Support the show

    55 min

  7. May 1

    $111 OIL: Why Every Jamaican Should Be Worried

    Brent crude just hit $111 a barrel and Jamaica's $4.50 weekly fuel cap is about to shatter. Matthew Preston and Thaon Simms break down how the Strait of Hormuz closure and the $11.8 billion Petrojam crisis are quietly crushing JSE stocks across manufacturing, banking, and energy. From Wisynco's diesel fleet to NCB's bond portfolio to Grace Kennedy's 9% price hike landing May 1, every Jamaican investor needs to know which companies survive this and which ones bleed. Your portfolio's exposure runs deeper than you think. Chapters: 00:00 Brent Crude at $111 and the JSE Crisis 02:22 The Strait of Hormuz Shutdown Explained 06:01 The 14 Million Barrel Production Cut 11:07 How Petrojam Pricing Actually Works 17:31 The $4.50 Cap and the $11.8 Billion Problem 20:21 Why Your JPS Bill Is About to Spike 24:52 The $40,000 a Month Bus Commuter Story 28:09 Why Trans Jamaica Highway Survives 34:33 The Margin Squeeze on FESCO and RPL 42:10 Manufacturing Stocks at Risk: WISYNCO, SEPROD, GK 49:30 The Bond Trap at NCB and SAGICOR 56:28 WIGTON and the Renewables Tailwind 🎧 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! ❓ Which JSE stock are you most worried about with Brent crude at $111? Drop the ticker 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 Fan Mail Support the show

    1 hr

  8. Apr 24

    The Untold Story of Julian Morrison

    Most people think investing is about picking the right stock. Julian Morrison, known as "Dr. Doom," reveals it's really about how you think. From producing music for Kabaka Pyramid to screening private equity deals at Proven Investments, Julian's path to managing capital was anything but conventional. Dr. Matthew Preston and Dr. Thaon Simms dig into how he evaluated NVIDIA before it was hot, why Fontana's real competitive advantage isn't pharmacy, and what makes him walk away from a deal. Chapters: 00:00 Introduction and Julian's Return 02:00 The Economy at a Turning Point 04:39 Julian's Earliest Memories of Money 13:12 The Music Production Chapter with Kabaka Pyramid 19:33 From Insurance Sales to JMMB Investment Advisor 25:31 The UWI Party Era and Locking In Academically 31:17 Jamaica's Unemployment Reality 36:33 First Job and Eating Humble Pie at JMMB 42:06 JN Fund Managers and the Bloomberg Terminal 48:50 Headhunted by Proven Investments 52:21 Private Equity and the Investment Committee 58:58 Companies Without Investment Committees 1:02:06 Screening Deals: How to Smell a Bad Investment 1:04:13 Proven Wealth and Strategic Planning 1:06:00 Valuing Catherine's Peak for Grace Kennedy 1:09:09 Jamaica Bauxite Mining and NIC Board Roles 1:27:17 What Makes a Deal Worth Taking 1:43:18 Crown Jewels: Fontana, Wisynco, and Porter's Five Forces 1:49:03 Advice for the 28 Year Old Investor 1:52:13 Book Recommendations: Mastery, Outliers, Tipping Point 🎧 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 investment career! ❓ What's one unconventional skill from your career that's helped you as an investor? Drop your answer 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 Fan Mail Support the show

    1h 60m
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Ratings & Reviews

5
out of 5
6 Ratings

About

Just 2 best friends talking about their interests which just happen to be finance

Information

  • Creator
    Matthew Preston & Thaon Simms
  • Years Active
    2022 - 2026
  • Episodes
    192
  • Rating
    Clean
  • Copyright
    © 2026 Limitless
  • Show Website
    Limitless