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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.
  • 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