cash velocity

Auto Industry Crash

Francis McInerney — Sat, 11 Oct 2008 14:08:15 -0400

New York — Some of the world’s biggest companies are about to blow one of the most exceptional growth opportunities in history. Seventy million light vehicles are sold annually, demand is rising steadily worldwide, the industry is in the beginning of a huge replacement cycle to green vehicles, but, most of today’s suppliers will not be around to benefit.

The Media Blues

Francis McInerney — Sat, 13 Sep 2008 12:11:09 -0400

Tokyo — NBC’s Beijing Olympics coverage was over the top, with more coverage over the air, on its cable networks, and online than in all the years since the 1960 Olympics, combined. But here’s the shocker: despite streaming most of this — thousands of hours — over nbcolympics.com, the Games drew less than $6 million in online advertising revenues. That’s a tiny fraction of the $1 Billion NBC recouped on legacy media toward what it spent to acquire American broadcasting rights.

Microsoft and Apple

Francis McInerney — Tue, 26 Aug 2008 07:13:41 -0400

New York — Talk about asymmetric innovation, today the big story was Microsoft hiring comedian Jerry Seinfeld for $10 million to help rebuild its stodgy image in what the Wall Street Journal called its “Battle to Beat Apple.” While the blogosphere chattered away about how Seinfeld used Macs on his show and once appeared in an Apple ad, the real story is in this chart.

Innovation in The Air

Francis McInerney — Fri, 08 Aug 2008 07:29:13 -0400

Sharp Miscalculation

Francis McInerney — Wed, 09 Jul 2008 19:31:00 -0400

Demand Management Failure

Francis McInerney — Wed, 02 Jul 2008 15:47:28 -0400

A Tale of Two Innovators

Francis McInerney — Thu, 26 Jun 2008 08:30:31 -0400

Taking Advantage of Motorola

Francis McInerney — Wed, 18 Jun 2008 19:02:18 -0400

Tokyo – I’m often asked here what it would take to become a top player in the $400 billion global market for cellphones.

The Automotive Industry Crisis

Francis McInerney — Thu, 29 May 2008 09:38:15 -0400

The collapse of the U.S. automotive industry is, without question, one of the greatest tragedies of the age. Hundreds of thousands have lost jobs already and hundreds of thousands more will follow them in the coming years.

What makes the story so compelling is the homes that will be lost, the college educations that will go unfunded, and how easy all this was to foresee and therefore to forestall.

To read the entire report on the Auto Industry, published in 2006, download the PDF here

http://www.northriver.com/AutoIndustry2006.pdf

Good News from China

Francis McInerney — Thu, 22 May 2008 21:01:28 -0400

New York — It may seem tasteless to say there is good news from China, given all its suffering from last week’s catastrophic earthquake, but there is good news. Wal-Mart, which gets my North River Management Grade A, will respond to quality problems on Chinese goods by demanding “traceabality information” from Chinese suppliers. This should drive cash velocity improvements across large sections of Chinese industry, good news for everyone.

Is EDS another Compaq?

Francis McInerney — Wed, 14 May 2008 20:38:01 -0400

China Enters Big Airframe Business

Francis McInerney — Mon, 12 May 2008 21:31:17 -0400

New York — In my December, 2006 North River Advisor, Airbus, I warned that Airbus’ continued weaknesses while global demand for fuel-efficient, jumbo commercial airliners explodes would attract a powerful new entrant, probably from China.

Big Iron Free Network

Francis McInerney — Fri, 09 May 2008 07:25:45 -0400

The following chart is based on a June 15, 1994 meeting I had with Dick Jalkut, then president of NYNEX Telecommunications. Dick said that his biggest problem was his outside plant. “It is too expensive to maintain,” he told me, “and there isn’t enough capital in world markets to replace it.”

The Thin Proprietary Fabric

Francis McInerney — Wed, 07 May 2008 19:10:27 -0400

McKinsey on The Slow Track

Francis McInerney — Sat, 03 May 2008 06:39:30 -0400

Panasonic Upgraded, Again

Francis McInerney — Sat, 03 May 2008 06:33:28 -0400

Navigating The Future

Francis McInerney — Sat, 03 May 2008 06:29:17 -0400

For over three decades we’ve helped CEOs of some of the largest companies in the world cut the cash and capital wait states that cripple profitable scalability. This gives us an unmatched, hard-money system for navigating markets for firms of any size, in any location, worldwide.