Limitless

Hosted by Matthew Preston & Thaon Simms

Business Investing Education

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Episodes

192

Latest episode

Jun 2026

Language

EN-US

About the show

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

Listen to episodes

60 recent

June 12, 202638 min

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 Opportunity01:30 How JustBet and Supreme Ventures Make Money05:00 Sports Betting vs Lottery: Breaking Down SVL's Revenue09:00 The Qatar 2022 Effect: How Profits Doubled Last World Cup13:00 Polymarket and the Future of Sports Betting17:00 SVL's Ghana Expansion and Regional Ambitions22:00 Which Other JSE Companies Benefit From the World Cup27:00 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 MailSupport the show

June 5, 202645 min

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 Quarter02:01 Breaking Down the 46% Profit Jump04:41 Warren Buffett and Infrastructure Stocks07:10 T-Tag Adoption and What It Means for Revenue16:30 From $3.60 to $7.10: Was the OFS Too Cheap?19:45 The Maypan to Williamsfield Leg Explained21:30 Montego Bay Perimeter Road: The Big Opportunity28:33 Could TransJam Win the MoBay Bid?37:15 The National Insurance Fund Connection39:49 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 MailSupport the show

May 29, 202653 min

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 Background01:25 How Musk Built His Fortune: From Zip2 to Tesla09:57 The JSE Pick Revealed12:07 Why This Stock Fits Musk's Investment Thesis19:39 The Hidden Business Most Investors Overlook28:08 The Biggest Risk to the Thesis32:26 What the Competition Tells Us39:00 How the Company Raises Capital45:00 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 MailSupport the show

May 22, 202649 min

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 Johnson02:10 Behind the Scenes: What the Pension Industry Sees That You Don't05:06 Jamaica's Retirement Gap: Only 20% Are Saving09:08 What a Pension Actually Is and How It Works14:11 Starting at 24 vs 35: The Real Difference in Your Payout16:17 Why Coverage Is So Low: It's a Culture Problem18:14 What Auto Enrollment Actually Means for Jamaica22:37 Pension Funds and the JSE: Why More Money Isn't Flowing In33:19 How Pension Funds Invest and the 5% Concentration Limit40:14 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 MailSupport the show

May 15, 202653 min

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 Story02:24 How Twins Forced Him Into Business04:47 The Moment Chinese Cars Got Good07:08 Why He Chose BAIC Over Every Other Brand08:33 "You're Crazy" and the Skeptics11:00 The BAIC X55, X35, BJ30 and BJ40 Walkthrough17:01 How Much Do They Actually Cost?19:45 The Resale Value Question Every Buyer Asks24:26 Why New Cars Take 5 Months to Arrive26:12 Sales Targets: 200 Last Year, 400 This Year28:01 Why Jetcon Is Pulling Back From Solar31:08 EVs in Jamaica: Why It Hasn't Worked Yet35:36 The After Sales Goldmine Nobody Talks About42:05 US China Tensions and the BAIC Risk45:06 "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 MailSupport the show

May 8, 202654 min

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 Background01:37 From Mayberry to Quantus: Stanley's Finance Journey02:34 What Made Stanley Leave Banking for a Startup04:33 Traditional Financing vs the Quantus Way07:55 The Sandals Farmer Example: How Receivables Financing Works12:19 Structured Finance vs Securitization Explained17:00 The $11 Billion Market Jamaica Isn't Using19:05 How the Quantus Advantage IPO Fits the Bigger Picture25:29 Which Sectors Does Quantus Prefer?31:00 Stanley's Top 3 Investment Evaluation Criteria40:51 Why the 2% Fee and 8% Hurdle Rate Are Justified44:32 Junior Market vs Main Market: Why Quantus Chose the US Main Market48:52 Price vs Value: How to Actually Assess This IPO52:13 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 MailSupport the show

May 1, 202659 min

$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 Crisis02:22 The Strait of Hormuz Shutdown Explained06:01 The 14 Million Barrel Production Cut11:07 How Petrojam Pricing Actually Works17:31 The $4.50 Cap and the $11.8 Billion Problem20:21 Why Your JPS Bill Is About to Spike24:52 The $40,000 a Month Bus Commuter Story28:09 Why Trans Jamaica Highway Survives34:33 The Margin Squeeze on FESCO and RPL42:10 Manufacturing Stocks at Risk: WISYNCO, SEPROD, GK49:30 The Bond Trap at NCB and SAGICOR56:28 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 MailSupport the show

April 24, 20261 hr 59 min

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 Return02:00 The Economy at a Turning Point04:39 Julian's Earliest Memories of Money13:12 The Music Production Chapter with Kabaka Pyramid19:33 From Insurance Sales to JMMB Investment Advisor25:31 The UWI Party Era and Locking In Academically31:17 Jamaica's Unemployment Reality36:33 First Job and Eating Humble Pie at JMMB42:06 JN Fund Managers and the Bloomberg Terminal48:50 Headhunted by Proven Investments52:21 Private Equity and the Investment Committee58:58 Companies Without Investment Committees1:02:06 Screening Deals: How to Smell a Bad Investment1:04:13 Proven Wealth and Strategic Planning1:06:00 Valuing Catherine's Peak for Grace Kennedy1:09:09 Jamaica Bauxite Mining and NIC Board Roles1:27:17 What Makes a Deal Worth Taking1:43:18 Crown Jewels: Fontana, Wisynco, and Porter's Five Forces1:49:03 Advice for the 28 Year Old Investor1:52:13 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 MailSupport the show

April 17, 20261 hr 4 min

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 LIVEWe'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 Welcome02:00 What is Quantas Advantage? (Plain English)06:00 The Two-Pillar Business Model Explained12:00 Structured Finance vs Securitised Assets18:00 The Numbers: 10.19% ROE and Zero Credit Losses25:00 Dividend Policy: 9.2% Yield Breakdown32:00 Pricing Tiers: Why Anchors Pay $17.45 and You Pay $19.3940:00 Who Already Owns Quantas (JMMB, Continental, DBJ)48:00 Use of Proceeds: Where Your Money Actually Goes55:00 Risk Factors You Need to Know1:05:00 USD Main Market Listing: What This Means1:12:00 Our Verdict: Buy, Pass, or Wait?1:20:00 Live Q&A⚠️ Key IPO Dates:Opens: April 22, 2026Closes: May 21, 2026Lead Broker: JMMB Securities LimitedListing: 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 MailSupport the show

April 11, 202655 min

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 Welcome01:06 Did We Expect to Be Here Four Years Later?03:18 Subscribe Push and Community Love06:06 The Guy Who Said We Were Wrong About Oil09:53 Favorite Episodes of the Year12:00 The JSE Conference Experience15:00 Chat Shoutouts and Episode Requests19:16 Standout Guests Over Four Years20:14 Wisynco's Legend Beer and On the Ground Research25:04 Chat Love and Audience Messages28:23 Can Legend Beer Really Move Wisynco's Stock?31:36 Wisynco's Export Growth and Factory Upgrades33:03 Wisynco Q1 and Q2 Earnings Breakdown34:55 Main Event's Rough Quarter and Carnival Season39:01 TransJamaica at $6.17 and the Dividend Drop42:20 Thaon's TransJam Price Prediction44:05 Lessons from Four Years of Podcasting49:12 The Power of Prioritization51:04 Community Building and Listener Stories53:29 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 decisionsSend us Fan MailSupport the show