Episode 004 - Convictions
Super Series With Foundamental
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54m
In episode 004 we discover the critical convictions and lessons that can make or break your investments in the Architecture, Engineering, Construction, and Supply Chain (AECS) sector.
Watch this episode to discover:
- The power of vertical singularities in identifying unique investment opportunities
- Why nuanced, earned knowledge is crucial for success in AECS investing
- The importance of embracing discomfort and vulnerability in investor-founder relationships
- How to avoid common fallacies and herd mentality in construction tech investing
- The value of substance over growth in building generational companies
- Lessons learned and unlearned by experienced investors in the field
Up Next in Super Series With Foundamental
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Episode 005 - Singularities
In episode 005 we unveil the mega-trends and vertical singularities that will shape the next decade of innovation and investment in the built world.
Watch this episode to discover:
- The irreversible mega-shifts driving innovation in AECS, including labor shortages and energy transitions
- Emer... -
Episode 006 - Incumbents
In episode 006 Adam and Shub deliver an in-depth analysis of the challenges and opportunties facing incumbents in AECS.
Watch this episode to discover:
- A comprehensive examination of major incumbents across the AECS landscape and the unique challenges they face in an era of rapid technologica...
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Episode 007 - Destinations
In episode 007 we get a rare glimpse into the strategies driving innovation in the Architecture, Engineering, Construction, and Supply Chain (AECS) sector.
Watch this episode to discover:
- Personal journeys: How seasoned VCs found their way into construction tech investing
- Investment philoso...
