lucas carné

T2 · manager / operator

Founded Privalia, a pioneering Spanish e-commerce fashion outlet sold to Veepee; now building 011H, an industrialized construction platform integrating design, build, supply chain and proprietary software. Raised 55M EUR equity, scaling from 3 to 10 buildings/year targeting profitability in 2025.

4 calls·4 names·50% bull·last heard 4 months ago·itnig
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$011H011Hposition

011H targets scalable industrialized construction platform with 2% contingencies

Integrating design, construction, supply chain and proprietary digital platform solves construction's productivity crisis; 50% of building value pre-assembled, 2% contingency budgets vs industry norm, targeting Goldbeck/Skanska-scale margins.

itnig2026-04
2ndmedium conviction
$SKSBFSkanska

Skanska benchmarks 15B EUR revenue and 10% EBITDA in industrialized construction

Swedish construction giant Skanska operates at ~15B EUR revenue with ~10% EBITDA margins, proving large-scale industrialized building model viable; has significant US presence.

itnig2026-04
3rdmedium conviction
$GOLDBECKGoldbeck

Goldbeck proves industrialized construction model at 7-8B EUR revenue with 10% EBITDA

German builder Goldbeck demonstrates scalable industrialized construction works: 7-8B EUR revenue, ~10% EBITDA margins, expanding from industrial into residential; also a 011H investor via corporate venture.

itnig2026-04
4 total
$SKSBF
···
Skanska
MEDlucas carné·itnig·4 months ago
Skanska benchmarks 15B EUR revenue and 10% EBITDA in industrialized construction
Swedish construction giant Skanska operates at ~15B EUR revenue with ~10% EBITDA margins, proving large-scale industrialized building model viable; has significant US presence.
"Tenemos otra eh fantástica en Suecia que es Skanska... estará sobre los 15 billion... tendrán EBITDA eh cercanos al 10%."
36:55
$GOLDBECK
Goldbeck
MEDlucas carné·itnig·4 months ago
Goldbeck proves industrialized construction model at 7-8B EUR revenue with 10% EBITDA
German builder Goldbeck demonstrates scalable industrialized construction works: 7-8B EUR revenue, ~10% EBITDA margins, expanding from industrial into residential; also a 011H investor via corporate venture.
"Hay una en Alemania, Goldbeck, que facturará unos 7-8 billion, que es accionista nuestro... tendrán EBITDA cercanos al 10%."
36:30
$011H
011H
HIGHlucas carné·itnig·4 months ago· position
011H targets scalable industrialized construction platform with 2% contingencies
Integrating design, construction, supply chain and proprietary digital platform solves construction's productivity crisis; 50% of building value pre-assembled, 2% contingency budgets vs industry norm, targeting Goldbeck/Skanska-scale margins.
"Queremos crear la primera constructora de edificación realmente escalable... Nosotros ahora trabajamos con un 2% de contingencias en nuestro presupuesto... El 50% del valor del ed…"
0:15
$ADSK
···
Autodesk
MEDlucas carné·itnig·4 months ago
Autodesk Revit dominance showing cracks as AI generative design emerges
Revit remains dominant BIM tool but large architecture firms are evaluating alternatives; Autodesk adding LLMs to Revit while startups like World Labs (Fei-Fei Li) enable prompt-to-3D-building generation, though constructible detail and local code compliance remain barriers.
"Revit de Autodesk es el gran producto... empieza a haber señales de que grandes despachos de arquitectura están replanteándose Revit... hay una familia de LLMs que son los LLMs de…"
79:00