Capex Chat
Exclusive expert insights on capital allocation
Explore actionable strategies and expert perspectives to optimize your capital investments and elevate your capex strategy.
Join Fredrik Weissenrieder, CEO, and Daniel Lindén, COO, as they explore the challenges and opportunities in Capex and capital allocation for capital-intensive industries. In this highly engaging podcast series, they share actionable strategies and practical frameworks to optimize investments, enhance profitability, and drive sustainable growth.
Gain insights into the critical elements of a successful Capex strategy and learn how to transform your decision-making process to unlock significant value.
SEASON 1
THE CAPEX CHAT
1.1 Introduction to the pod
THE CAPEX CHAT
1.2 On shutting down mills
THE CAPEX CHAT
1.3 On rescuing mills
THE CAPEX CHAT
1.4 On red or green flags
THE CAPEX CHAT
1.5 On profitability
THE CAPEX CHAT
1.6 On changing mindset
THE CAPEX CHAT
1.7 On value of growth
THE CAPEX CHAT
1.8 On shortened payback giving lower CF
THE CAPEX CHAT
1.9 On the impact of technology
THE CAPEX CHAT
1.10 On EBITDA margin erosion
THE CAPEX CHAT
1.11 Short on M&A and capex
THE CAPEX CHAT
1.12 On M&A, EBITDA multiples and capex
THE CAPEX CHAT
1.13 On shrinking the capex budget
THE CAPEX CHAT
1.14 On integrated companies, market prices and value creation
THE CAPEX CHAT
1.15 On what we do as a company
THE CAPEX CHAT
1.16 On why capex decision wag the company and why they don’t add value
SEASON 2
THE CAPEX CHAT
2.1 On how capex decisions improve a nation’s GDP
THE CAPEX CHAT
2.2 On how capexes connect to company strategy
THE CAPEX CHAT
2.3 On how increased ROCE targets decrease cash flow
THE CAPEX CHAT
2.4 On why companies don’t wanna live forever
THE CAPEX CHAT
2.5 On what we all mean by capital intensive
THE CAPEX CHAT
2.6 On why a mindset isn’t a plan
THE CAPEX CHAT
2.7 On why the demise of the shareholder value focus is greatly exaggerated
THE CAPEX CHAT
2.8 On how tariffs on trade are bad for competitiveness
Listen all the episodes on Spotify
Season 1 focuses on real-world capex and capital allocation situations in capital-intensive companies.
The conversations explore how investment decisions are made in practice and where companies create or destroy value.
Season 2 covers specific capital allocation topics such as tariffs, capital intensity, and what effective capex management looks like in practice.
The discussions reflect the challenges companies face when managing capital in a changing environment.
Weaponize your capital spending. Mike Doss, CEO of Graphic Packaging International, explains how they have have successfully employed large strategic investments over the last years. One hour of fantastic capital allocation discussion!