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  • ABMM GEMS ITMG UNTR cash rich miners still lightly oriced
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  • LPPF v AMRT which is more convenient?
  • DVLA v KLBF,, KLBF over prescribed
  • Does Jamie Dimon subscribe to Sharpfokus?
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🔍 SharpFokus Brief – June 27, 2025

📈 The US Bull Market Rolls On

The S&P 500 is just 3 points away from another all-time high.
The bull market that began last year is still going strong.

Volatility is down.
Short-term interest rates are easing.
And stock prices are rising — again.

At SharpFokus, we now cover 100 major US stocks with a combined market value of over $40 trillion.
We track them daily using cashflow return on assets (CFROA) and market valuation — not stories.
Delivered in English & Indonesian, via our private Telegram channel.

📊 Example:
eBay (EBAY) now has CFROA of 20%, while the market is pricing in just 8%.
Shares are up 18% year to date — a great example of strong cashflow being noticed.

⸻

🔓 Want in?
Join the US Stocks Telegram feed (IDR 450,000 per quarter):
➡️ sharpfokus.com/subscribe

⸻

Stay focused. Stay cashflow first.
SharpFokus
For informational purposes only, not investment advice.

⸻

🇮🇩 SharpFokus Brief – 28 Juni 2025

📈 Pasar Saham AS Terus Menguat

S&P 500 tinggal 3 poin lagi dari rekor tertinggi baru.
Bull market yang dimulai tahun lalu masih berlanjut.

Volatilitas menurun.
Suku bunga jangka pendek mulai turun.
Harga saham terus naik.

Di SharpFokus, kami menganalisis 100 saham AS terbesar dengan total nilai pasar lebih dari $40 triliun.
Semua dipantau berdasarkan cashflow return on assets (CFROA) dan valuasi pasar — bukan cerita.
Laporan dikirim setiap hari, dalam bahasa Indonesia & Inggris, lewat channel Telegram privat.

📊 Contoh:
eBay (EBAY) mencatat CFROA 20%, sementara valuasi pasar hanya mengindikasikan 8%.
Sahamnya sudah naik 18% sepanjang tahun ini — contoh bagus saat cashflow kuat mulai dihargai.

⸻

🔓 Ingin ikut memantau?
Langganan update saham AS via Telegram (IDR 450.000 per kuartal):
➡️ sharpfokus.com/subscribe

⸻

Fokus pada cashflow.
SharpFokus
Hanya untuk informasi, bukan nasihat investasi.
  • HTUFS
  • 7Steps
  • Home
  • Introduction to Sharpfokus Course
  • Sharpfokus-lessons-access
  • Sharpfokus-full-access
  • 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
  • Subscribe to Sharpfokus
  • March imports steady
  • Credo Foundation Indonesia
  • 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
  • SHIP, in shallow waters
  • MEDC, waiting for proof
  • Commodity quiet… for now?
  • DRMA, a bit more vroom
  • MIKA, too healthy?
  • Back to the future
  • TLDN, fruity
  • ARCI & PSAB, are gold stocks golden?
  • Budget smoke & mirrors
  • BREN PGEO NEE energy dream v CashFlow reality
  • AALI BWPT FAPA PSGO STAA PGUN Steady palm oil solid Cashflows
  • ABMM GEMS ITMG UNTR cash rich miners still lightly oriced
  • Where should tax come from, top or bottom?
  • PGAS room to expand
  • INTP 20 year lows
  • Could tariffs shift flows from gold to stocks?
  • LPPF v AMRT which is more convenient?
  • DVLA v KLBF,, KLBF over prescribed
  • Does Jamie Dimon subscribe to Sharpfokus?
  • WIFI, buffering