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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  1. Bullseye Brief - Actionable new stock pick every week
  2. Bullseye View - What’s happening in key markets
  3. Bullseye Now - News, catalysts and trades in our stocks
  4. Bullseye Podcast - Meet the people driving American Ingenuity
  5. Bullseye Access - Email Adam directly with questions/comments

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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Hard Assets and Real Money

One Way to Fight Inflation

  • Nation’s largest oil/gas pipeline system spans 125k miles across 44 states and generates strong cash flow
  • Fed inclination to refrain from rate cuts near-term highlights the appeal of earnings and dividends today
  • Owning a value-oriented, dividend-paying company diversifies our holdings and reduces portfolio volatility

Black Gold – I owned the country’s largest pipeline operator for three years and captured a 279% gain when I sold the position last year. Today I’m buying it back. The company generates significant cash flow and pays a 9% dividend. Incredibly, the stock trades at a P/E of less than 10x, reflecting its structure as a limited partnership… which many funds and institutional investors are not able to own. Fine, their loss is our gain. I sold shares last year at $14 to buy more semiconductor stocks for AI exposure. That has worked out well, and today I’m looking to buy back my position around $15. Given the unexpected stickiness of inflation, and on-going global hostility keeping energy prices elevated, I think this move makes sense. This is a brilliantly run company… still managed by the founder… and a great enabler of American Ingenuity.

April 19, 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 19, 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 19, 2024

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As in EV truck-maker Rivian is cutting another 1% of its workforce, its second round of layoffs since February.


As in DNA-testing company 23-And-Me is going private at $0.36 per share… it was once worth $6B.


As in Apple is spending another $250M to expand its Singapore office, where 3,600 people already work.


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

“Generative AI may be the largest technology transformation since the cloud… or even the internet itself.”
– Amazon CEO Andy Jassy

“Future conflicts will likely require drones and counter-drones with laser-like weapon systems.”
– VC investor and former Green Beret Thomas Hendrix