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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

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❓ Do you think ATLANTIC hits $2 billion or $2.3 billion in revenue this year? Drop your prediction in the comments!

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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

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❓ Which JSE stock would YOU dollar cost average for the next 3 years? Drop your pick in the comments!

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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

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❓ 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.

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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

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❓ 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.

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 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

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❓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. 

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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?

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❓ 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.

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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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❓ Which JSE tourism stock do you think will recover fastest from Hurricane Melissa? Drop your pick in the comments!

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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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❓ 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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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

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👍 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.

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