Limitless

Matthew Preston & Thaon Simms
  • 5,0 (6)
  • INVESTISSEMENT
  • TOUS LES MOIS

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

  1. -2 J

    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

    1 h 60 min

  2. 17 AVR.

    We're Reading The Quantas Advantage IPO Prospectus LIVE

    The Quantas Advantage IPO opens April 22, 2026 — and it might be the most important JSE listing of the year. Dr. Matthew Preston and Dr. Thaon Simms break down the full prospectus LIVE We're reading the prospectus page by page, answering your questions in real time, and giving you our honest take on whether this belongs in your 2026 portfolio. Drop your questions in the chat — we're answering them live. Chapters: 00:00 LIVE Intro and Welcome 02:00 What is Quantas Advantage? (Plain English) 06:00 The Two-Pillar Business Model Explained 12:00 Structured Finance vs Securitised Assets 18:00 The Numbers: 10.19% ROE and Zero Credit Losses 25:00 Dividend Policy: 9.2% Yield Breakdown 32:00 Pricing Tiers: Why Anchors Pay $17.45 and You Pay $19.39 40:00 Who Already Owns Quantas (JMMB, Continental, DBJ) 48:00 Use of Proceeds: Where Your Money Actually Goes 55:00 Risk Factors You Need to Know 1:05:00 USD Main Market Listing: What This Means 1:12:00 Our Verdict: Buy, Pass, or Wait? 1:20:00 Live Q&A ⚠️ Key IPO Dates: Opens: April 22, 2026 Closes: May 21, 2026 Lead Broker: JMMB Securities Limited Listing: JSE USD Main Market 🎧 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're watching the replay, smash like and subscribe — we're covering every major JSE IPO this year. ❓ Are you subscribing to Quantas? Drop your answer in the comments: BUY, PASS, or WAIT-AND-SEE? ⚠️ 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 h 4 min

  3. 11 AVR.

    Limitless Podcast 4 Year Anniversary Live Stream

    Four years ago two doctors with zero subscribers hit record. Now with nearly 3,000 subscribers and 300,000 views, Dr. Matthew Preston and Dr. Thaon Simms celebrate The Limitless Podcast's fourth anniversary with a special live stream. They reflect on favorite episodes, lessons learned, and what's next for the channel. Plus they dive into Wisynco's Legend Beer strategy, TransJamaica's post dividend drop, and whether Main Event can recover from Hurricane Melissa's impact on their peak season. Chapters: 00:00 Four Year Anniversary Welcome 01:06 Did We Expect to Be Here Four Years Later? 03:18 Subscribe Push and Community Love 06:06 The Guy Who Said We Were Wrong About Oil 09:53 Favorite Episodes of the Year 12:00 The JSE Conference Experience 15:00 Chat Shoutouts and Episode Requests 19:16 Standout Guests Over Four Years 20:14 Wisynco's Legend Beer and On the Ground Research 25:04 Chat Love and Audience Messages 28:23 Can Legend Beer Really Move Wisynco's Stock? 31:36 Wisynco's Export Growth and Factory Upgrades 33:03 Wisynco Q1 and Q2 Earnings Breakdown 34:55 Main Event's Rough Quarter and Carnival Season 39:01 TransJamaica at $6.17 and the Dividend Drop 42:20 Thaon's TransJam Price Prediction 44:05 Lessons from Four Years of Podcasting 49:12 The Power of Prioritization 51:04 Community Building and Listener Stories 53:29 What's Next for Limitless 🎧 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 a fellow JSE investor! ❓ What's been your favorite Limitless Podcast episode over the last four years? Drop it 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

  4. 3 AVR.

    We Asked Michael Lee-Chin To Build a Jamaican Stock Portfolio. This Is What Happened

    💰 What happens when you apply Michael Lee-Chin’s investment philosophy to the Jamaican stock market? 🇯🇲 📊 The result? A bold, high-conviction strategy built around deep understanding, concentration, and asymmetric upside. 🔥 This episode dives into: The “one stock” philosophy vs diversification How to build true conviction through research Identifying monopolies and structural advantages Spotting opportunities others might overlook 👀 And how macro events can create massive upside If you’ve ever wondered whether going all-in on your best idea is the key to wealth… this episode breaks it all down. 📊 Highlights & Chapters: 0:00 - 0:21 | 🎙️ Introduction & Big Question: What Would Lee-Chin Buy 0:22 - 1:28 | 🤔 One Stock Strategy vs Diversification 1:29 - 2:20 | 🤖 Training the AI on Lee-Chin’s Philosophy 2:21 - 3:54 | 📊 The “One Stock, One Monopoly” Framework 3:55 - 5:16 | ⚖️ Risk vs Reward: Concentration Debate 5:17 - 7:11 | 🔍 Research, Conviction & Investment Decision-Making 7:12 - 10:18 | 🧠 Real Example: Acquisition Thinking & Market Signals 10:19 - 12:51 | 📈 AI’s Final Investment Pick 12:52 - 15:54 | 🏗️ Macro Thesis & Market Opportunity 15:55 - 18:26 | ⚔️ Why Other Options Were Rejected 18:27 - 22:46 | 📊 Bull, Base & Bear Case Breakdown 22:47 - 26:12 | 🌍 Supply, Demand & Industry Dynamics 26:13 - 31:02 | 💡 Hidden Catalyst: Potential Strategic Moves 31:03 - 35:25 | 🔎 Global Trends & Market Implications 35:26 - 41:56 | 🚀 Final Thoughts & Is This Strategy Worth It? 🎧 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! ❓ Would you go all-in on one investment, or do you prefer to diversify? ⚠️ 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 us Fan Mail Support the show

    42 min

  5. 27 MARS

    Jamaica's $100 Billion Budget: The JSE Stocks That Win Big

    The Jamaican government just revealed a $100 billion budget, nearly double last year's capital expenditure, and $30 billion is earmarked for Hurricane Melissa reconstruction alone. Dr. Matthew Preston and Dr. Thaon Simms break down which construction stocks stand to benefit, why $21 billion in new pension fund capital is about to flow into private companies, and how the JSE's new stock market sandbox launching April 17th could trigger a wave of new listings. Chapters: 00:00 Introduction 01:01 Why the Government Is Running a Deficit 04:00 The $100 Billion Capital Expenditure Plan 08:00 Construction Spending Nearly Doubles 12:00 How $30 Billion Hurricane Melissa Contingency Gets Spent 16:00 Pension Fund Reform: Private Equity Cap Rising to 7.5% 22:00 $21 Billion in New Capital for Private Companies 26:00 JSE Stock Market Sandbox Launching April 17th 30:00 25 Companies Already Lined Up for Listing 34:00 Which Listed Companies Manage the Pensions 38:00 The NHT Housing Debate 42:00 What This Means for JSE Investors 🎧 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! ❓ $100 billion in government spending, $21 billion in new pension capital, and a JSE sandbox for new listings. Which opportunity excites you most? 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

    1 h 10 min

  6. 20 MARS

    Chris Williams on REITs, Real Estate & the Future of Investing in Jamaica

    🏠 In this episode of The Limitless Podcast, Dr. Matthew Preston and Dr. Thaon Simms welcome back Chris Williams for a deep dive into the evolving real estate landscape in Jamaica. Chris shares why he stepped away from traditional investment banking to launch Different, a real estate platform designed to give everyday investors access to commercial property through REITs (Real Estate Investment Trusts). 🌍 The conversation explores diaspora investing, the challenges of rebuilding investor trust after the SSL scandal, and how real estate could become a more accessible asset class for Jamaicans. 📈 Chris also breaks down the idea of unitizing real estate, the potential for a property market on the Jamaica Stock Exchange, and why solutions like shell apartments could help tackle Jamaica’s housing affordability problem. Whether you're interested in real estate, investing, wealth building, or the future of Jamaica’s capital markets, this episode is packed with insights. 📊 Highlights & Chapters: 0:00 - 1:02 | 🎙️ Welcome Back Chris Williams 1:02 - 6:01 | 🔄 From SparkFDI to Different 6:01 - 11:18 | 🌍 Diaspora Investing & The SSL Trust Problem 11:18 - 20:03 | 🏢 Why Real Estate Became the Focus 20:03 - 30:09 | 📈 What REITs Are & How They Work 30:09 - 38:55 | 🏝️ Cayman REIT Project & Investment Structure 38:55 - 48:15 | 🏠 Shell Apartments & Solving the Housing Problem 48:15 - 55:29 | 🚪 First-Time Buyers & Real Estate Strategy 55:29 - 1:06:55 | 🚀 Chris’ Vision for Jamaica’s Property Market 1:06:55 - 1:17:55 | 💡 Chris Williams’ Investing Philosophy 1:17:55 - 1:20:57 | 🏀 Jamaican Basketball League & Final Thoughts 🎧 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 💝 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 interested in real estate investing in Jamaica! ❓ Would you invest in a Jamaican REIT if it were listed on the stock market? Let us know 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 h 17 min

  7. 13 MARS

    Deanall Barnes Reveals ATLANTIC's 2026 Blueprint After a Record Q4

    Atlantic Hardware's CEO Deanall Barnes just dropped $2 billion as a floor for 2026 revenues, then stopped himself from saying more. Dr. Matthew Preston and Dr. Thaon Simms break down the numbers behind that confidence, from slashing $900 million in debt to a surprise agriculture expansion that adds 20% to sales overnight. The reconstruction boom from Hurricane Melissa is only just starting, and this company built its entire supply chain to benefit. If you hold ATLANTIC or want to, watch this first. Chapters: 00:00 Introduction and Welcome Back 01:41 2025 Highlights: Going Public in a Soft Market 05:02 Revenue and Profit Breakdown 07:34 How They Beat the Port Congestion Problem 09:20 Q4 Surge: Organic Growth or Hurricane Melissa? 11:43 When Does the Real Reconstruction Boom Hit? 13:06 Finance Costs Falling: The Debt Paydown Story 15:03 The Agri Division Takeover Explained 20:30 How Many Customers Can Be Cross Sold? 23:38 Stakeholder Relationships and Supply Chain Security 25:43 Q1 2025 Profit Drop: What Really Happened 28:46 Matthew's 2026 and 2027 Projections 33:44 CEO Final Message to 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 a fellow ATLANTIC shareholder! ❓ Do you think ATLANTIC hits $2 billion or $2.3 billion in revenue this year? Drop your prediction 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

    41 min

  8. 6 MARS

    Dollar Cost Averaging the Jamaica Stock Exchange : It Just Works

    Most investors say they want to start investing but never do because they're waiting for the perfect price that never comes. Dr. Matthew Preston and Dr. Thaon Simms break down dollar cost averaging on the JSE, reveal which stocks they'd buy every single month for the next three years, and make the case for one wild card pick that could double overnight if a single announcement comes through.  Chapters: 00:00 Introduction and What Is Dollar Cost Averaging 02:24 Why Most People Never Actually Start Investing 06:11 The Right Way to Pick a DCA Stock 07:29 How DCA Is Like Consistent Training in Sports 11:01 Thaon's Pick: TRANSJAM and the Mandeville Toll Surprise 17:03 The Q1 Report That Should Look "Really Really Nice" 22:26 Matthew's Pick: ATLANTIC Hardware and the Tax Break Play 26:37 Could Atlantic Absorb More of the Musson Empire? 31:37 Thaon's Pick: WISYNCO and the Brewery Expansion 37:14 Breaking Down WISYNCO's 49% Profit Jump 44:27 The Wild Card: WIPT and the Oil Discovery Thesis 51:29 Upside vs Downside: Quantifying the Oil Play 54:53 INDIES Pharmaceuticals and the Regadenoson US Market 59:11 SYGNUS, SRF, MAILPAC and the Norbrook Angle 1:07:03 Is the JSE Itself a DCA Stock? 1:18:17 SEPROD's 1000% Profit Jump — Is It Real? 1:23:38 Wrap Up and Your Stock Picks in the Comments 🎧 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! ❓ Which JSE stock would YOU dollar cost average for the next 3 years? 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 Fan Mail Support the show

    1 h 25 min
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Notes et avis

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À propos

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

Informations

  • Création
    Matthew Preston & Thaon Simms
  • Années d’activité
    2022 - 2026
  • Épisodes
    185
  • Classification
    Tous publics
  • Copyright
    © 2026 Limitless
  • Site web de l’émission
    Limitless