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

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❓ 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.

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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

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⚠️ 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.

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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

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📷 Instagram: https://www.instagram.com/limitless_pod/
💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount
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📧 Email us: limitlesspodcastja@gmail.com

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❓ 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.

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