Limitless

Matthew Preston & Thaon Simms
  • 5,0 (6)
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Just 2 best friends talking about their interests which just happen to be finance

  1. -15 Ч

    Is This The Best Book To Learn How To Invest?

    Dr. Matthew Preston and Dr. Thaon Simms review two investing classics that transformed how they think about money. Thaon breaks down Morgan Housel's Psychology of Money, revealing why a janitor accumulated $8 million while a Harvard executive went bankrupt. Preston dives into Warren Buffett's shareholder letters, explaining why Buffett says any  company with an economist has one employee too many. You'll discover why behavior trumps intelligence in investing, how 84% of Buffett's wealth came after age 50, the dangerous trap of moving financial goalposts, and why circle of competence matters more than credentials. Chapters: 00:00 Introduction to Financial Book Club 00:52 The Psychology of Money by Morgan Housel 02:07 Behavior vs Intelligence in Investing 05:36 The Janitor vs The Harvard Grad 09:03 Reasonable vs Rational Decision Making 12:33 The Art of Survival and Compounding 14:33 Room for Error and Margin of Safety 18:28 Defining Enough and Finding Freedom 20:09 Happiness and Lower Expectations 24:02 The Essays of Warren Buffett 26:09 Margin of Safety in Practice 27:57 Circle of Competence Explained 29:19 Medical Stocks and Unfair Advantages 32:42 Mr Market Analogy 35:38 Ignoring Macro Predictions 37:38 Why Economists Can't Forecast 41:51 Management Alignment with Shareholders 42:38 Book Recommendations Request 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 💰 Support the podcast: https://www.buzzsprout.com/1971039/support 🐥 Twitter: https://twitter.com/Limitless_pod 📷 Instagram: https://www.instagram.com/limitless_pod/ 💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount 📧 Email us: limitlesspodcastja@gmail.com 👍 If you enjoyed this episode, please like, subscribe, and share with someone who needs better investing frameworks! ❓ Which book are you reading next: Psychology of Money or Warren Buffett's Essays? Drop your choice 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 companies discussed on this show. Please consult a financial advisor before making any investment decisions. Send a text Support the show

    53 мин.

  2. 20 ФЕВР.

    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 Background 02:39 From ARC Manufacturing to Law to CEO 08:03 Why Ownership Builds Wealth (Not Salary) 10:25 The Grandmother's Market Story 14:59 Atlantic's Transformation: Three Locations to One 18:18 $1.4 Billion Debt Down to $580 Million 20:26 Hurricane Melissa Pivot: Zinc, Lumber, Rebuild 25:53 Capacity and the Supplier Truck Strategy 28:35 Special Projects Division and Hotel Contracts 31:03 Acquisitions: Forward and Backward Integration 32:08 The Cement Question: Is CARIB Enough? 35:00 Supply Chain Management and Global Disruptions 37:48 The ERP System Behind Atlantic's Efficiency 40:40 Construction Rebuild Timeline: What Comes Next 44:39 Lumber and Zinc Already Driving Revenue 48:13 Stock Doubled in Under a Year 53:52 Deanall's Final Investment Advice 55:21 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 text Support the show

    58 мин.

  3. 13 ФЕВР.

    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 review 2:20 - 6:08 | 🧩 One Great Studios x DRT acquisition + how the deal came together 6:08 - 14:40 | 💼 Going solo: building the business lean + why revenue generation matters 14:40 - 23:27 | 🏦 Financial sector consolidation + BOJ clarification + what’s really shifting 23:27 - 28:39 | 📉 NCB at $200: why Ryan sold + risk management & profit-taking mindset 28:39 - 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 investing 45:15 - 54:09 | 🧠 AI disruption: which jobs go first + automation economics  54:09 - 1:06:39 | 🏭 Manufacturing + AMG expansion + efficiency as the real advantage 1:06:39 - 1:28:42 | 🚧 Infrastructure & logistics: TransJamaican lessons, Lakespen, industrial parks, and ports 1:28:42 - 1:39:41 | 🌱 Micro Market + early-stage investing + why Jamaicans shouldn’t miss the next wave 1:39:41 - 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 text Support the show

    1 ч. 45 мин.

  4. 6 ФЕВР.

    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 Announced 01:54 What Does Woodcats Actually Do? 06:39 The $750M Offer Breakdown 09:31 Use of Proceeds: Equipment Upgrades 12:23 Derriman's Role as Selling Shareholder 15:02 Management's 3-5 Year Strategic Plan 19:32 Revenue Breakdown: 97% Pallets 25:05 The Hurricane Melissa Opportunity 31:10 Hybrid Pallets and New Product Lines 37:25 Historical Profitability and Dividend Policy 42:16 Valuation: Fair at 90¢ or Overpriced? 46:22 Preston's Take: Competing Priorities 50:56 Thaon's Take: Simple Business Appeal 52:44 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 text Support the show

    55 мин.

  5. 30 ЯНВ.

    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 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 🎧 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 text Support the show

    53 мин.

  6. 23 ЯНВ.

    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 Decision 00:47 The Tourism Stock Landscape on the JSE 07:54 Dolphin Cove: Lost Dolphins, Reopening Timeline & The Forced Sale 19:13 The Ocho Rios Port Reopening: Game Changer for Dolphin Cove 24:55 CPJ Analysis: Million Dollar Losses Before the Hurricane Even Hit 30:14 Everything Fresh: The Smarter Tourism Play? Diversification Pays Off 44:01 Express Catering: 73% Passenger Drop & Airport Damage Impact 55:25 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 text Support the show

    1 ч. 1 мин.

  7. 16 ЯНВ.

    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 Introduction 01:38 Last Year's TransJam Announcement (30% Gains) 02:15 Who We Want to Interview 05:34 Andrew Holness: Devastation, Recovery, Resilience 08:39 Construction Stocks to Watch 12:17 Why This Conference Matters for Investors 16:22 JSE and New Listings: What Would Make More Companies List? 19:46 JSE's Plans: Government Securities and More 21:40 Grace Kennedy and Steven Whittingham 23:37 Fayval Williams and the Micro Market 25:49 Cross Listings: Rwanda, Trinidad, Barbados 29:06 NCB Capital Markets 31:20 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 a text Support the show

    33 мин.

  8. 13 ЯНВ.

    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 Vibes 03:12 2026 Outlook: Why Julian Is Optimistic 04:21 Cold War II and Jamaica's Position 05:06 The 10 Year Rebuild Timeline 08:04 Kingston Crowding and Business Opportunities 11:08 Wisynco's Wallet Share Strategy 14:14 GDP Per Capita: The Statistical Trick 16:13 How US Immigration Changes Affect Jamaica 19:21 Construction and Hardware Winners 20:44 Jamaica Needed This Reset 23:32 Healthcare Stocks Bull Case 24:31 M&A Activity: Who's Buying What? 29:10 AI, Industrialization, and Jamaica's Reality 37:25 Metals Bull Run Explained 41:14 Interest Rate Outlook for 2026 46:04 NCB vs Scotiabank: A Capital Story 53:55 How to Evaluate Investment Funds 1:01:58 The Three Things That Drive Bull Markets 1:09:16 Micro Market Opportunities 1:21:31 Julian's Top Picks: Fontana and Eppley 1:24:12 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 a text Support the show

    1 ч. 27 мин.
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Just 2 best friends talking about their interests which just happen to be finance

Информация

  • Автор
    Matthew Preston & Thaon Simms
  • Годы выхода
    2022 - 2026
  • Выпуски
    177
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2026 Limitless
  • Сайт подкаста
    Limitless