What would you do if someone handed you a million dollars to invest on the Jamaica Stock Exchange today? Dr. Matthew Preston and Dr. Thaon Simms each build a portfolio from scratch with one goal: 30% returns by December 2026. From a Chinese car company trading under $3 to a film production stock at an all time low, they walk through every pick, stress test each other's logic, and debate which bets are worth the risk. Whether you're starting with $100K or $10K, this is the framework that matters.

Chapters:
00:00 Introduction and the Million Dollar Rules
01:30 Setting the 30% Target by December
03:50 Thaon's Pick: JETCON and the Chinese Car Boom
09:07 Stress Testing the Jetcon Thesis
14:15 Preston's Pick: The Lab at an All Time Low
27:30 Can You Even Buy $1M of Lab Stock?
33:35 Hunting for the Next Pick
38:00 Thaon's Pick: Select MD and the 55% Arbitrage Gap
43:50 Preston's Pick: Atlantic Hardware and the Rebuild Play
49:00 Why Construction Demand Hasn't Even Started Yet
53:30 Trans Jamaica and the People's Champion
55:30 Final Predictions and End of Year Follow Up
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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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What happens when one of Jamaica's oldest banks decides it no longer wants public shareholders? Dr. Matthew Preston and Dr. Thaon Simms break down Scotia Group Jamaica's $61.50 per share buyout offer and the $56 billion scheme of arrangement that would take the bank private after 137 years on the JSE. They unpack the difference between a takeover bid and a scheme of arrangement, question whether the price reflects fair book value, and explore a possible arbitrage play before the deal closes.

Chapters:

00:00 The $61.50 Number Every Scotia Shareholder Needs to Know
00:32 Why Scotia Group Wants to Leave the Jamaica Stock Exchange
02:53 Inside the Notice: Breaking Down the $56 Billion Buyout
05:20 Is NCB Next? The Domino Effect Theory
09:13 Who Actually Owns Scotia: NIF, Sagicor, and Donovan Lewis
11:58 Takeover Bid vs Scheme of Arrangement Explained
21:06 The Liquidity Question: Is There an Arbitrage Play Here
30:17 The Book Value Math: Why $61.50 Might Be Too Low
31:58 Remembering Mr. Staple's Shareholder Activism
34:12 Where Will Scotia's $56 Billion Go Next
38:57 CIBC Sells, Scotia Buys: Two Bank Deals, Opposite Directions
46:54 Final Verdict: Would They Buy Scotia Stock Now

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❓ Are you a Scotia shareholder? Would you take $61.50 a share, or are you holding out for more? 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.

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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 Opportunity
01:30 How JustBet and Supreme Ventures Make Money
05:00 Sports Betting vs Lottery: Breaking Down SVL's Revenue
09:00 The Qatar 2022 Effect: How Profits Doubled Last World Cup
13:00 Polymarket and the Future of Sports Betting
17:00 SVL's Ghana Expansion and Regional Ambitions
22:00 Which Other JSE Companies Benefit From the World Cup
27:00 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.

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