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 filter...

Limitless

Matthew Preston & Thaon Simms

Warren Buffet’s Favourite Jamaican Stocks

JAN 30, 202653 MIN
Limitless

Warren Buffet’s Favourite Jamaican Stocks

JAN 30, 202653 MIN

Description

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 Letters03:19 Pick 1: The Banking Giant08:19 Thaon's Reaction: Is This the Right Banking Play?09:26 Pick 2: The Infrastructure Monopoly11:40 Why Buffett Loves Infrastructure and Toll Roads12:11 Pick 3: The Century Old Conglomerate15:27 Thaon's Approach: Training ChatGPT to Think Like Buffett16:24 The Five Core Buffett Principles Applied19:23 Alternative Pick 1: A Different Banking Champion23:37 Preston's Take: The Opportunity Everyone's Missing25:07 Alternative Pick 2: The Same Conglomerate30:13 Alternative Pick 3: The Beverage Franchise34:23 The Coca-Cola Bias Revealed36:17 Alternative Pick 4: The Insurance Powerhouse39:20 Why Buffett Loves Insurance Companies42:04 Alternative Pick 5: The Monopoly Play45:27 The Ironic Royalty Twist47:56 Comparing Both AI Portfolios48:20 Would Buffett Really Pick Five Stocks?50:02 Context Rot: Why More Information Can Hurt AI Output52:06 Final Thoughts and Experiment Conclusions🎧 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: [email protected]👍 If you enjoyed this episode, please like, subscribe, and share with someone who needs to hear this!❓ 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.Send us a textSupport the show