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Sharpfokus Brief – August 11, 2025

“The $100 Test – Part 2”

Last week we asked: If you can earn 6% in the bank, how much should a business be worth based on its returns?

Let’s imagine it’s not just you with $100 in the bank — your friend has $100 too.
Now your friend is thinking of buying your business.
The question is: How much will he pay to take his money out of the bank and invest it in you?

⸻

Scenario 1 – The disappointing deal
Your business earns $4 a year — a 4% CFROA.
Your friend can get 6% in the bank without lifting a finger.
Why would he swap? The only way it makes sense is if he can buy it for less.
He’ll pay: 4% ÷ 6% × $100 = $66.
You’re not happy.

⸻

Scenario 2 – The good deal
Your business earns $10 a year — a 10% CFROA.
That’s better than the bank, so your friend will pay more.
He’ll pay: 10% ÷ 6% × $100 = $166.
Now you’re smiling.

⸻

Scenario 3 – The genius deal
Your business earns $20 a year — a 20% CFROA.
That’s over three times the bank rate.
Your friend will pay: 20% ÷ 6% × $100 = $333.
You’ve just tripled your money. Genius!

⸻

This is exactly how we calculate Market Value Equivalent at Sharpfokus — and how we compare market expectations with real cashflow returns every single day.

📩 Join us at sharpfokus.com/subscribe

Not advice, just data.

⸻

Sharpfokus Brief – 11 Agustus 2025

“Tes $100 – Bagian 2”

Minggu lalu kami bertanya: Jika Anda bisa mendapat 6% di bank, berapa nilai sebuah bisnis berdasarkan hasilnya?

Bayangkan bukan hanya Anda yang punya $100 di bank — teman Anda juga punya $100.
Sekarang teman Anda ingin membeli bisnis Anda.
Pertanyaannya: Berapa yang dia mau bayar untuk menarik uangnya dari bank dan menginvestasikannya pada Anda?

⸻

Skenario 1 – Kesepakatan mengecewakan
Bisnis Anda menghasilkan $4 per tahun — CFROA 4%.
Teman Anda bisa dapat 6% di bank tanpa melakukan apa-apa.
Kenapa dia harus tukar? Satu-satunya cara masuk akal adalah jika harganya lebih murah.
Dia akan membayar: 4% ÷ 6% × $100 = $66.
Anda tidak senang.

⸻

Skenario 2 – Kesepakatan bagus
Bisnis Anda menghasilkan $10 per tahun — CFROA 10%.
Lebih baik dari bank, jadi teman Anda akan membayar lebih.
Dia akan membayar: 10% ÷ 6% × $100 = $166.
Sekarang Anda tersenyum.

⸻

Skenario 3 – Kesepakatan jenius
Bisnis Anda menghasilkan $20 per tahun — CFROA 20%.
Lebih dari tiga kali lipat tingkat bank.
Teman Anda akan membayar: 20% ÷ 6% × $100 = $333.
Anda baru saja melipatgandakan uang tiga kali. Jenius!

⸻

Inilah cara kami menghitung Market Value Equivalent di Sharpfokus — dan membandingkan ekspektasi pasar dengan hasil nyata arus kas setiap hari.

📩 Bergabung di sharpfokus.com/subscribe

Bukan saran, hanya data.
  • Subscribe to Sharpfokus
  • HTUFS
  • 7Steps
  • Home
  • Introduction to Sharpfokus Course
  • Sharpfokus-lessons-access
  • Sharpfokus Cashflow Course
  • Lesson1-cashflow-profit
  • Lesson2-negative-cashflow
  • Lesson3-free-cashflow
  • Lesson4-cashflow-equity
  • Lesson5-CFROA
  • Lesson6-market-value
  • Example1-cashflow-profit
  • Example2-negative-cashflow
  • Example3-free-cashflow
  • Example4-cashflow-equity
  • Example5-CFROA
  • example6-market-value
  • Sharpfokus-premium-March2025
  • Sharpfokus100
  • Sharpfokus Premium Upgrade
  • March imports steady
  • TOP100
  • App
  • Notes for UI speech
  • Sharpfokus Cashflow Short Course
  • TSLA, electric cars & confidence
  • Not that leveraged after all
  • Cashflow is King speech Wework June 10, 2025
  • Cashflow is King, Wework talk
  • What’s your business worth?
  • Facts alone
  • The crown still fits
  • Where cashflow begins
  • How to make stocks cashflow sooner
  • Cashflow = equity
  • The US bull rolls on
  • Commodity quiet… for now?
  • Back to the future
  • Budget smoke & mirrors
  • Where should tax come from, top or bottom?
  • Could tariffs shift flows from gold to stocks?
  • Does Jamie Dimon subscribe to Sharpfokus?
  • Goldilocks?
  • 10 questions… & the answers
  • Mini hydro, nice idea, low return
  • Top of the Top 💯
  • Back to the future
  • Free markets, by force…
  • ⚡️ 91% cheaper, but bills still rising
  • Seek & ye shall find
  • Meritocracy returns
  • Moya
  • A glance into our portfolio
  • Viral pandemonium
  • The $100 test
  • Regulations & the road to growth
  • $100 test part 2
  • Electricity s(t)hocks?
  • 8% in the 80th
  • Indonesia UK yield gap vanishes
  • When companies outgrow counties
  • Does technology help?
  • MSTR takes the prize
  • Mind the gap, NVDA
  • 30 days harh September
  • Tech: inflation’s last stop
  • Paralel prosperity
  • Gold eternal
  • My Kingdom for a coffee
  • Assembled in India
  • Depositor to lender
  • UNIQ dig, dug
  • Economic progress?
  • GZCO shallow roots?
  • PSAT dropping anchor?
  • Surprise surprise!
  • SCMA fuzzy picture
  • EMTK behind the scenes
  • Palm oil v gold
  • ARTO inverting
  • BMRI on the rebound
  • DLTA thirst quenching cashflow
  • A puff of smoke
  • RAJA hot air?
  • Apple (AAPL) per person
  • TSPC bitter pill
  • MLPT data dream
  • GGRM lighting up
  • Cashflow reality check
  • CBDK flipping
  • Stocks in gold
  • NISP second best bank
  • CPIN two sunny side up
  • LQ45 should inflate
  • DOID still digging?
  • BNLI new star, but cashflow?
  • Patriot bonds? Equity investors do it too
  • MASA over inflated
  • PIPA cashflow starts flowing
  • MKPI solid build
  • The hidden greater depression
  • ELSA medium octane cashflow
  • BIKE low or high gear?
  • Missing out is ok
  • TEBE already dug in
  • Missing out is ok part 2
  • STTP sweet enough?
  • SMDR buoyant
  • MIKA has had some work done
  • Tariffs are good