About This Episode

In this eye-opening episode, Shubhankar and Patric explore the fascinating phenomenon of construction companies valued higher than their Total Addressable Market (TAM). They discuss how brand power, distribution advantages, and market expansion strategies can lead to these exceptional valuations, challenging conventional wisdom in the AEC industry.

In This Episode

Examples of construction companies valued higher than their TAM

The role of brand power in creating recurring revenue streams

How technology can enable new-age brands in construction

Opportunities for venture-backed startups in the AEC industry

Timestamps

(00:00) - Introduction

(03:13) - Examples of companies valued higher than TAM

(13:07) - Brand power and its impact on valuation

(24:22) - Distribution advantages and recurring revenue

(32:41) - Technology's role in building valuable construction brands

(41:27) - Opportunities for new-age brands in construction

(49:33) - Exciting upcoming opportunities for the hosts

Resources or Companies Mentioned

Sherwin Williams: https://www.sherwin-williams.com/

Asian Paints: https://www.asianpaints.com/

Astral Pipes: https://www.astralpipes.com/

Pidilite: https://www.pidilite.com/

Pool Corp: https://www.poolcorp.com/

Connect With Us

Website: https://practicalnerds.com/

Foundamental: https://www.foundamental.com/

Newsletter: https://www.linkedin.com/newsletters/practical-nerds-7180899738613882881/

Patric Hellermann: https://www.linkedin.com/in/aecvc/

Shub Bhattacharya: https://www.linkedin.com/in/shubhankar-bhattacharya-a1063a3/

#ConstructionBrands #AECTech #VentureCapital