Pasar Trainer, May 3, 2025,
SharpFokus: Cashflow Over Stories
See the reality behind the story — where cashflow tells the truth 🔍
⸻
About Me
• Sebastian Sharp
• 30 years in Indonesia – corporate finance & research
• Founded SharpFokus after facing real cashflow problems ✅
⸻
Why SharpFokus Exists
• I worked inside a company with weak cashflow
• I wanted to help others avoid the same mistake
• SharpFokus focuses on cash returns, not marketing, for 90% of Indonesian stocks 📈
⸻
Why Cashflow Over Profit?
• Profit can be adjusted
• Cashflow is harder to fake
• Over time, cashflow = reality ⏳
⸻
SharpFokus Helps You
• Spot strong companies to invest in
• Understand your company’s health
• Read the real economy through cash returns 📊
⸻
Cashflow Course in 6 Lessons
• Simple & practical
• Real-world examples
• No complex formulas ✏️
⸻
Lesson 1: Cashflow vs Profit
• In theory, they match
• In practice, they don’t
• In Indonesia, cashflow = only ½ of profit 🔍
⸻
Lesson 2: Where the Cashflow Goes
• Pay debt
• Reward shareholders
• Build reserves 💰
⸻
Lesson 3: What’s Left Over
• Start with operations cash
• Subtract investment needs
• Free cashflow = real surplus ✂️
⸻
Lesson 4: Long-Term Truth
• Over time, cashflow = equity returned
• Negative cashflow means future funding 🚨
⸻
Lesson 5: CashFlow Return on Assets, CFROA
• Measures how well assets produce cash
• Compare to risk-free return (~6%) 🏛️
⸻
Lesson 6: Performance vs Price
• High CFROA + low price = opportunity
• Shows if stock is priced fairly 🎯
⸻
Real Life: GEMS vs GOTO
• GEMS: CFROA 37%, +253% share price
• GOTO: CFROA –1%, –78% share price
• Strong cashflow wins over time 🚀
⸻
SharpFokus Cashflow Course
• Join today for just IDR 50,000 (normal 450,000)
• Join via WhatsApp:
Click here to send a message 🎁
⸻
Final Thought
• Cashflow shows real strength
• Use SharpFokus to see clearly
“Don’t follow the story — follow the cashflow” 🔍
⸻
Questions?
• Ask about cashflow, CFROA, your company, or the course ❓
⸻
SharpFokus: Cashflow Over Stories
See the reality behind the story — where cashflow tells the truth 🔍
⸻
About Me
• Sebastian Sharp
• 30 years in Indonesia – corporate finance & research
• Founded SharpFokus after facing real cashflow problems ✅
⸻
Why SharpFokus Exists
• I worked inside a company with weak cashflow
• I wanted to help others avoid the same mistake
• SharpFokus focuses on cash returns, not marketing, for 90% of Indonesian stocks 📈
⸻
Why Cashflow Over Profit?
• Profit can be adjusted
• Cashflow is harder to fake
• Over time, cashflow = reality ⏳
⸻
SharpFokus Helps You
• Spot strong companies to invest in
• Understand your company’s health
• Read the real economy through cash returns 📊
⸻
Cashflow Course in 6 Lessons
• Simple & practical
• Real-world examples
• No complex formulas ✏️
⸻
Lesson 1: Cashflow vs Profit
• In theory, they match
• In practice, they don’t
• In Indonesia, cashflow = only ½ of profit 🔍
⸻
Lesson 2: Where the Cashflow Goes
• Pay debt
• Reward shareholders
• Build reserves 💰
⸻
Lesson 3: What’s Left Over
• Start with operations cash
• Subtract investment needs
• Free cashflow = real surplus ✂️
⸻
Lesson 4: Long-Term Truth
• Over time, cashflow = equity returned
• Negative cashflow means future funding 🚨
⸻
Lesson 5: CashFlow Return on Assets, CFROA
• Measures how well assets produce cash
• Compare to risk-free return (~6%) 🏛️
⸻
Lesson 6: Performance vs Price
• High CFROA + low price = opportunity
• Shows if stock is priced fairly 🎯
⸻
Real Life: GEMS vs GOTO
• GEMS: CFROA 37%, +253% share price
• GOTO: CFROA –1%, –78% share price
• Strong cashflow wins over time 🚀
⸻
SharpFokus Cashflow Course
• Join today for just IDR 50,000 (normal 450,000)
• Join via WhatsApp:
Click here to send a message 🎁
⸻
Final Thought
• Cashflow shows real strength
• Use SharpFokus to see clearly
“Don’t follow the story — follow the cashflow” 🔍
⸻
Questions?
• Ask about cashflow, CFROA, your company, or the course ❓
⸻