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!

⚠️ 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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❓ 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

🎧 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
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📧 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.

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