📈 Surprise, surprise! Sharpfokus Brief — September 17, 2025
Our portfolio was pretty flat up to this year — though still better than the decline in market averages.
Early 2025 was quite worrying.
But two events have since triggered major jumps in our returns — both running against consensus perception:
1️⃣ The US tariff announcement: our portfolio jumped 30% right after.
2️⃣ The arrival of the new finance team: we’re up another 10% since, and still rising.
Like cashflow vs. profit, sometimes the focus is on the wrong thing.
Altogether, we are becoming much more optimistic now — and will be looking for better and better cashflows ahead.
Upgrade ➝ sharpfokus.com/subscribe
Data, not advice
Our portfolio was pretty flat up to this year — though still better than the decline in market averages.
Early 2025 was quite worrying.
But two events have since triggered major jumps in our returns — both running against consensus perception:
1️⃣ The US tariff announcement: our portfolio jumped 30% right after.
2️⃣ The arrival of the new finance team: we’re up another 10% since, and still rising.
Like cashflow vs. profit, sometimes the focus is on the wrong thing.
Altogether, we are becoming much more optimistic now — and will be looking for better and better cashflows ahead.
Upgrade ➝ sharpfokus.com/subscribe
Data, not advice