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