SharpFokus Brief – Monday, June 16, 2025
“Facts alone are wanted in life.” – Charles Dickens, Hard Times
Today, two phrases are often used to push a story:
☀️ “Like the sun will set.”
🛢️ “Oil is running out.”
They’re used to imply certainty.
But one is an observation — the other is a forecast.
And there’s a big difference.
In science, observation is the highest form of data.
Forecast is the lowest.
At SharpFokus, we follow the same principle.
We don’t model the future. We measure the present — through cashflow.
That’s why we focus on:
• Cashflow Return on Assets (CFROA)
• Market Value Equivalent
These are not stories. They are facts — based on publicly available data.
We track them, compare them, and update them daily.
No guesses. No hype. No sentiment.
Just the clearest view of what companies are actually doing with money.
If someone says oil is running out, ask:
Is that a story or a fact?
At SharpFokus, we stick with facts.
Because over time, facts speak louder than forecasts.
--
🔓 Want full access?
Upgrade to see CFROA & market value data on over 90% of Indonesian stocks — plus daily research & morning meetings.
👉 See all offers & pricing here
© SharpFokus 2025
“Facts alone are wanted in life.” – Charles Dickens, Hard Times
Today, two phrases are often used to push a story:
☀️ “Like the sun will set.”
🛢️ “Oil is running out.”
They’re used to imply certainty.
But one is an observation — the other is a forecast.
And there’s a big difference.
In science, observation is the highest form of data.
Forecast is the lowest.
At SharpFokus, we follow the same principle.
We don’t model the future. We measure the present — through cashflow.
That’s why we focus on:
• Cashflow Return on Assets (CFROA)
• Market Value Equivalent
These are not stories. They are facts — based on publicly available data.
We track them, compare them, and update them daily.
No guesses. No hype. No sentiment.
Just the clearest view of what companies are actually doing with money.
If someone says oil is running out, ask:
Is that a story or a fact?
At SharpFokus, we stick with facts.
Because over time, facts speak louder than forecasts.
--
🔓 Want full access?
Upgrade to see CFROA & market value data on over 90% of Indonesian stocks — plus daily research & morning meetings.
👉 See all offers & pricing here
© SharpFokus 2025