As the global thought-leaders on capex, we are now sharing our knowledge gained over 25+ years of working with capital allocation in capital-intensive industries.
The Capex Chat
Capex Management Videos
Capex Strategy Videos
The CapEx Chat
The CapEx Chat is a series of podcast extracts discussing different capex and capital allocation situations in capital-intensive companies. The podcast features the world’s go-to experts on capex and capital allocation: our CEO Fredrik Weissenrieder and our COO Daniel Lindén.
The full version is available for download on Spotify and iTunes, you can also listen to our topic-specific extracts here and on our Youtube page.
Our groundbreaking take on capital allocation
In the white paper, “The Capex Process The Tail Wags the Dog”, we describe how companies apply their capex process, and how universities teach us to make capex decisions, lead to massive capital destruction. Almost all companies in all industries evaluate capex decisions in basically the same way.
Weissr® Capex Solution
Weissr® Capex Management
Weissr® Decisions for Increased Cash Flow
B-level Course on Capital Expenditures
Is your company capital-intensive – or not?
Dysfunctional Capex Processes In All Capital Intensive Companies
The Capex Process – The Tail Wags The Dog
Creating a long term strategy for your asset base
Capital Allocation: John Williams, CEO of Domtar, on Weissenrieder & Co
The CapEx Chat
1.1 Introduction to the pod
1.2 On profitability
1.3 On why capex decisions wag the company strategy and why they don’t add value
1.4 On shortened payback giving lower cash flow
1.9 On our integrated capital allocation tool from capex strategy to capex decision
1.10 On changing Capital Allocation mindset
1.11 On EBITDA margin erosion
1.12 On the rate of technology change and competitiveness
1.13 On value of growth
1.14 On shutting down mills
1.15 On rescuing mills
1.16 On integrated companies, market prices and value creation
1.17 On what we do as a company
2.1 On how capex decisions improve a nation’s GDP
2.2 On how capexes connect to company strategy
2.3 On how increased ROCE targets decrease cash flow
2.4 On why companies don’t want to live forever
2.5 On what we all mean by capital-intensive
2.6 On why a mindset isn’t a plan
2.7 On why the demise of the shareholder value movement is greatly exaggerated
2.8 On how tariffs on trade are bad for competitiveness
2.9 On what is included in your dream Capex Management tool
2.10 On how to build your own House of Cards Capex Management process
2.11 On how little you know about how good a Capex tool can be
Short novel: footprints of a hero
At Weissenrieder & Co. we have met many CEOs and CFOs from many different industries that have come to the conclusion that the way they spend and allocate capexes is far from optimal.
They know that a substantial part of the capexes spent goes to the wrong projects, the wrong sites, and the wrong businesses, and they want to act.
They feel the need for change, but they don’t know what to do about it.
- Where can they find the theoretical insights and the tools that they need?
- How will the company need to change?
- And how much is it worth to solve the problem? Follow Robert on his endeavor to improve long-term cash flow by fundamentally changing the way his company prioritizes when spending capexes.