Bullseye explores, celebrates and invests in American Ingenuity, managing a portfolio of 35-50 publicly-traded US equities with significant runway for growth. These are dynamic, US companies propelling the world forward across multiple industries. Frequent focus sectors include Energy, Health and Technology. Every pick shares three defining attributes: great story, compelling data, timely catalyst.
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Adam Johnson

Adam Johnson anchored several business programs at Bloomberg Television over five years, interviewing CEOs, heads of state, and Nobel laureates. His daily video investment blog, Insight and Action was sponsored by a major U.S. lender. Previously he managed global risk assets for ING Furman Selz and Louis Dreyfus, trading oil futures, listed equities and equity options. Adam began his career at Merrill Lynch with a degree in economics at Princeton.


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Computerizing the Kitchen

Dominance, Growth and Scale
  • US restaurants generate $1T of sales annually, more than the Defense budget and equal to 4% of GDP.
  • More than 7% of the US labor force is employed in the dining-out restaurant industry (12M people).
  • Nearly three-quarters of US restaurant have little or no automated order-entry/food management system.

Ordering – My first W-2 job came at age 15 in a very fancy French restaurant, where during my first week I managed to spill water all over a couple celebrating their tenth anniversary. It was awful, but that summer taught me so much… from kindness, to teamwork to focus. Restaurants are complicated businesses with dozens of moving parts, but one software company is transforming how they operate. Thanks to a handheld system now used by over 100k restaurants in the US, Q2 will mark the company’s first-ever quarterly profit. Its stock looks poised to break out from a two-year base, and I think now is the time to buy. If I ever go into the restaurant business, I’ll use this platform myself. In the meantime, I’m happy to own the stock.

April 12, 2024

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Revolutionizing Supply Chains

Hands-On Goes Hands-Off
  • The market for contract logistics is estimated at $450B annually and expected to rise 45% by 2027
  • Only one-third of logistics services are outsourced despite generating operating leverage for customers
  • Rising e-commerce volumes and increasingly asset-light business models favor logistics outsourcing

Sweet Spot – My mentor of many years asked the same question to every person he interviewed: How do you make the most amount of money on Wall Street? The answer he wanted to hear, and the one that got the job, was: Find a theme and leverage it. Three mega-themes are converging right now, and one particular industry stands to benefit the most. The themes are Automation, e-Commerce and Outsourcing. The industry is contract logistics, which provides all the behind-the-scenes shipping, stocking, restocking and ordering for companies that would rather focus on making stuff than managing stuff. This is a symbiotic relationship. Companies free-up capital and resources by shedding assets and outsourcing, which drives operating leverage and higher ROE. GXO introduces efficiency by investing in robotics and real estate, spreading those costs over the entire customer base in exchange for long-term service agreements that generate their own ROE. With e-commerce at 15% of retail sales and rising half a percent per year, according to the St. Louis Fed, automated and outsourced logistics will become increasingly relevant to profitable growth. That’s why I’m buying the world’s #1 contract logistics provider. Find a theme and leverage it.

April 12, 2024

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More Computing Power Please

Designing Smaller, Faster Chips
  • Strong demand for new AI-capable chips is turbocharging the outlook for semiconductor design firms
  • Combined semiconductor EDA and Intellectual Property (IP) market totals $25B with 15% YoY growth
  • One company ranks #1 in EDA and #2 in IP, powering 25% earnings growth with typical 7% upside surprise

Ride the Wave – My mentor of many years had a favorite question he’d ask people he was interviewing: “How do you make the most amount of money on Wall Street?” The answer he wanted to hear was, find a theme and leverage it. He believed firmly that big ideas could power a portfolio through ups and downs, generating superior returns over time. Applying this logic to today, the need for Computing Power is one of the biggest themes we’ve ever witnessed, driven by IoT, cloud computing and Artificial Intelligence. Today’s pick bolsters our Computing Power allocation as one of the top design enablers and content providers for the global semiconductor industry.

April 12, 2024

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19

As in Walmart is testing 19 fully autonomous forklifts at four of its automated warehouses, replacing human operators.
#RobotTookMyJob

31

As in 31% of 45k water samples taken far from obvious sources of contamination still contained “forever chemicals.”
#EverythingIsConnected

37

As in the US share of global semiconductor manufacturing peaked at 37% in 2000 and stands at just 14% today.
#Wanted:Reshoring

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“My ideal investing is stuff that looks a little crazy now and in 3-5 years is obvious.”
– LinkedIn Co-founder Reid Hoffman
#AmericanIngenuity

“There’s a bit of a race happening between the positive applications of Generative AI and the negative ones.”
– OpenAI Global Affairs VP Anna Makanju
#HealthyConcern

“The path to stable financials is a stable factory, and that’s what we’re focused on right now.”
– Boeing CFO Brian West
#SafetyFirst