🔎 Seek, and Ye Shall Find…
SharpFokus Brief — Monday, July 28, 2025
We’re still early in the second quarter results season — with only about 22% of our coverage reporting.
But already, the trend looks promising.
✅ 57% of companies so far are showing improving cashflow
That’s slightly better than the first quarter.
Not a boom — but enough to reward those who are looking closely.
⸻
🧭 What We’re Looking For
At SharpFokus, we don’t chase stories — we track cash.
We focus on just three numbers:
1️⃣ CFROA (Cashflow Return on Assets) — shows how effectively the company generates cash from its assets.
2️⃣ Market Value Equivalent — tells us how much the market expects, compared to what the company actually delivers.
3️⃣ Leverage — liabilities minus cash as a % of assets. Lower is better, especially when paired with steady dividends.
These three figures help us filter out noise and find what matters.
⸻
📊 Where to Find It
We update our rankings daily as new results come in.
Each company is reviewed and ranked — and we share the best in our research notes.
👉 Subscribe at Sharpfokus.com/subscribe
Start with the facts. Let the cashflow tell the story.
⸻
💬 PS:
We’ve started putting our own research to the test — and will soon share more about how we’re using SharpFokus to build something real.
Follow the journey. It’s just beginning.
For information only, not investment advice.
SharpFokus Brief — Monday, July 28, 2025
We’re still early in the second quarter results season — with only about 22% of our coverage reporting.
But already, the trend looks promising.
✅ 57% of companies so far are showing improving cashflow
That’s slightly better than the first quarter.
Not a boom — but enough to reward those who are looking closely.
⸻
🧭 What We’re Looking For
At SharpFokus, we don’t chase stories — we track cash.
We focus on just three numbers:
1️⃣ CFROA (Cashflow Return on Assets) — shows how effectively the company generates cash from its assets.
2️⃣ Market Value Equivalent — tells us how much the market expects, compared to what the company actually delivers.
3️⃣ Leverage — liabilities minus cash as a % of assets. Lower is better, especially when paired with steady dividends.
These three figures help us filter out noise and find what matters.
⸻
📊 Where to Find It
We update our rankings daily as new results come in.
Each company is reviewed and ranked — and we share the best in our research notes.
👉 Subscribe at Sharpfokus.com/subscribe
Start with the facts. Let the cashflow tell the story.
⸻
💬 PS:
We’ve started putting our own research to the test — and will soon share more about how we’re using SharpFokus to build something real.
Follow the journey. It’s just beginning.
For information only, not investment advice.