16 – Community-Driven Strategies in Private Equity with Robert Queen and Eugene Alexeev

16 – Community-Driven Strategies in Private Equity with Robert Queen and Eugene Alexeev

In this episode of Value Investing Talks, we talk with Robert Queen — founder of Jade Point Capital (JPC Global) — about how community-driven strategies can reshape private equity and long-term investing. We explore his path from serving in the U.S. military to building a purpose-driven investment firm, the impact of offline and online communities on economic growth, and why focusing on essential sectors is key to creating scalable, sustainable businesses. Key discussion points include: * Robert’s journey from the U.S. military to private equity * Purpose-driven vs. provision-driven investment mindsets * The economic potential of underserved communities * The role of offline and online communities in market shifts * Community wealth capitalism as an alternative model * Macro to micro: why big-picture economics matters in investing * Target sectors: transportation, retail, health care, renewable energy * How to identify and evaluate community-driven businesses * Strategies for creating long-term, scalable growth in local economies For more on Robert Queen and Jade Point Capital, check the links below: * Jade Point Capital: https://www.jpcglobalinc.com/ * Think & Invest Newsletter: https://thinkandinvest.com * Robert Queen’s LinkedIn: https://www.linkedin.com/in/robert-queen-9142221b0/ * Eugene Alexeev’s LinkedIn: https://www.linkedin.com/in/evgeniyalexeev/ Disclaimer:All content in this episode reflects personal experience and is not financial advice. It is provided for educational and entertainment purposes only.

15 - Investment Strategies and Value Wisdom with Hraday Jhala and Eugene Alexeev

In this episode of Value Investing Talks, we follow the story of Hraday Jhala — a seventeen-year-old investor and author — who found value investing during the pandemic and later wrote The Worldly Wisdom of Value Investors, a book shaped by the principles of Graham, Buffett, Munger, and Pabrai. We cover his investing philosophy, the patterns he developed, his approach to portfolio building, and why management psychology plays a key role. Key discussion points include: • Hraday’s path from pandemic-driven curiosity to publishing a value investing book at 17 • Why true investing begins only when real money is involved • How his thinking evolved from speculation to a Graham-Buffett-style framework • His two-pronged strategy: liquidation opportunities & quality compounders with strong moats • How to assess management tone, capital allocation, and long-term vision • Why niche and under-the-radar companies offer the best opportunities • Industries he avoids: fintech, pharma, banking — and his preference for simplicity • Portfolio approach: high conviction, fewer than 10 holdings • Practicing cloning: insights from Pabrai, Li Lu, Buffett • A unique valuation habit: estimating market cap without seeing it For more on Hraday’s book and value investing insights, check the links below: • The Worldly Wisdom of Value Investors: https://www.amazon.com/Worldly-Wisdom-Value-Investing-Hraday/dp/B0DMSBVXQL • Think & Invest Newsletter: thinkandinvest.com • Hraday Jhala's LinkedIn: https://www.linkedin.com/in/hraday-jhala-3370711b5/ • Eugene Alexeev’s LinkedIn: https://linkedin.com/in/evgeniyalexeev Disclaimer: All content in this episode reflects personal experience and is not financial advice. It is provided for educational and entertainment purposes only.

14 - Dubai: A Leading Destination for Real Estate Investors with Eugene Alexeev and George Gabriel

In this episode of Value Investing Talks, we explore why Dubai’s real estate market is increasingly seen as a safe haven for international investors facing trade tensions, market swings, and global uncertainty. Our guest, George, an experienced property advisor in Dubai, explains how factors such as the stability of the dollar peg, tax-free benefits, flexible pre-construction payment options, annual rental yields paid upfront, and projected population growth to 7 million by 2040 have attracted more than \$30 billion in strategic investments during Q1 2025. Highlights from our conversation include: • George’s transition from a background in tech and media consulting to advising on Dubai real estate • Major trends: the impact of U.S. tariffs, geopolitical risks, and capital movement • Dubai’s unique strengths: a currency pegged to the dollar, business-friendly regulations, a tax-free environment, and property prices 40–60% lower per square foot compared to other global cities • Types of investors: private business owners, family offices, and institutions seeking 7–9% yields, security, and international mobility • Pre-construction opportunities: staggered payment structures to help manage cash flow • Rental approach: annual leases paid in advance, reducing the risk of monthly payment collection • Golden Visa and tax advantages encouraging long-term, strategic investment rather than speculation • Q1 2025 investment volume: over \$30 billion • Population growth: from 3.8 million to 4 million by the end of 2025, with a forecast of 7 million by 2040, driving demand for housing For more information, including George’s presentation on Dubai’s growth, see the links below: • Think & Invest Newsletter: thinkandinvest.com • Eugene Alexeev’s LinkedIn: linkedin.com/in/evgeniyalexeev • George Gabriel’s LinkedIn: linkedin.com/in/george-g-a2a42822 • Investor’s Kit & Presentation: https://shorturl.at/qXEI6 [https://shorturl.at/qXEI6] Disclaimer: • The content of this episode is based on personal experience and is not intended as financial advice. It is for educational and entertainment purposes only.

12 - Dubai 2040: Insights on Future Growth with Eugene Alexeev and George Gabriel

In this episode of Value Investing Talks, we dive into the long-term investment potential of Dubai, exploring its ambitious development plan leading up to 2040. Our guest, George Gabriel, an expert in real estate and global investment trends, shares why Dubai continues to stand out as a prime destination for investors, particularly in commercial and residential real estate. Key discussion points include: * How Dubai compares to global cities like New York, London, Hong Kong, and Monaco in terms of return on investment. * Why Dubai remains a lucrative market for real estate investment. * Key insights into the future of Dubai's growth and development. * Opportunities and risks for investors in Dubai's real estate sector. * Current trends and strategies investors can utilize to maximize their returns in this region. For further details, including George’s presentation on Dubai's development, make sure to check the links below: * Think & Invest Newsletter: thinkandinvest.com [https://www.thinkandinvest.com/] * Eugene Alexeev's LinkedIn: linkedin.com/in/evgeniyalexeev [https://www.linkedin.com/in/evgeniyalexeev/] * George Gabriel's LinkedIn: linkedin.com/in/george-g-a2a42822 [https://www.linkedin.com/in/george-g-a2a42822/] * Investor's Kit & Presentation: Download Here [https://shorturl.at/qXEI6] Disclaimer: * All information in this episode reflects my own experience and is not financial advice. It is provided for educational and entertainment purposes only.

11 - Whitney Shepherd - Investing in private businesses

In this episode, we have the pleasure of interviewing Whitney Shepherd, a private investor from Greater Boston, US. Whitney invests in private businesses and has a wealth of knowledge and experience in the field of private equity. During our conversation, Whitney shares her personal journey into private equity and discusses the benefits of investing in private businesses. She also provides valuable insights into the process of buying a business and how to identify a good investment opportunity. In addition to her work in private equity, Whitney is also a passionate advocate for entrepreneurship and encourages others to pursue their passions and start their own businesses. She shares her own experiences as an entrepreneur and offers advice for those who are just starting out. If you're interested in learning more about private equity and investing in private businesses, this episode is a must-listen. Book recommendations: * HBR guide to buying a small business * Buy then build Whitney can be reached at: * Email - whitney@homegrown.holdings * Linkedin - https://www.linkedin.com/in/whitney-sheph/ [https://www.linkedin.com/in/whitney-sheph/] _______ Explore ⁠⁠⁠⁠⁠⁠⁠Numfin.com⁠⁠⁠⁠⁠⁠⁠ [Numfin.com], a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages. Also subscribe to ⁠⁠⁠⁠⁠⁠Think and invest newsletter⁠ [https://www.thinkandinvest.com/subscribe]⁠⁠⁠⁠⁠. Sign Up & Get '39 Passive Income Ideas PDF, FREE