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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Betting on Brad… Again

Serial Entrepreneur’s New Roll-Up
  • Serial entrepreneur Bard Jacobs’ five companies have generated 330% avg annual returns over 30 years
  • His newest venture focuses on consolidating the building products sector which is highly fragmented
  • The $800 billion per year building products industry provides a blank canvas for Jacobs’ roll-up strategy

Mindset – Long-time Alabama coach Nick Saban had a mantra his players would chant every time they took the field on game day: “Get your mind right, HA.” Putting your head in the right place sets you up for success. You focus on the positive, set aside the negative, and trust in the process that has already gotten you farther than most. Brad Jacobs is one on the country’s most admired entrepreneurs, creating nearly a quarter trillion in value for shareholders, because he adheres to a process he’s honed over decades. He identifies a sprawling industry with no dominant player, buys high-quality operators, then rolls them into a centralized structure to become number one. He’s done it in waste management, equipment rental and transportation logistics. Now he’s doing it in building products.

January 15, 2026

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Creating Memories

One Ticket at a Time
  • Three operators control over three-quarters of all event tickets resold in the US annually
  • Take rates of 20% ensure high profits in a sector with high barriers of entry related to scale
  • Regulators are now allowing resellers and direct issuers to combine their business creating upside

New Mousetrap – One of my favorite portfolio themes focuses on businesses which reinvent something we already know, making it better, faster, cheaper. They improve the entire customer experience, and simultaneously create tremendous value for shareholders. In short, they introduce a new mousetrap. As Corning Inc. CEO Wendell Weeks once told me, “You have to reinvent your best product every two years, or your competition will do it for you.” This new portfolio addition pioneered event ticket reselling, and now it’s entering the direct issuance market… trading at a significant discount to peers.

January 15, 2026

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Right People, Place and Price

AI-Focused Private Equity Platform
  • Artificial Intelligence and the ability to compute at scale is the single biggest investment theme for 2025-27
  • Bullseye’s American Ingenuity portfolio has committed one-third of capital to the Computing Power theme
  • New pick provides a levered bet on Computing Power as a digitally-focused fund PE fund with $100B AUM

Ride the Wave – Artificial Intelligence and the ability to compute at scale is the single biggest investment theme for 2025-27. AI hyper-scalers like Meta and Google will collectively invest $420B into the technology next year, up from $350B this year. Demand for high-compute data centers far exceeds demand, and investors are realizing there is a gold rush at hand. Incredibly, some of the leaders and potential leaders of this paradigm shift are still trading at reasonable valuations, like today’s new pick: A digitally focused private equity firm that ranks as one of the world’s largest owners of data centers and cell towers.

January 15, 2026

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21

As in the average interest rate on a credit card is 21%, which is why I beg everyone to pay them off… or just avoid debt.
#LoanOfLastResort

40

As in Penske Logistics says its new AI platform will boost productivity by 40%… multiply this across our entire economy.
#FivePercentGDP

70

As in the cancer survival rate five years after diagnosis rises to a record 70% thanks to pre-screening and new treatments.
#BlessingForMillions

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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

“The new generation of apps in development will be a lot more data and query intensive.”
– Observe CEO Jeremy Burton
#MorePowerPlease

“All the hurdles facing drone delivery, we’ve overcome… we just need to get out there now.”
– Metropolis Technology EVP Robin Riedel
#GoTime