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.
Bullseye Brief Members receive the following:
  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.


May 15, 2024

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Build It and They Will Come

Making AI Work at Scale

  • AI will add over $4T in annual value to the global economy in coming years according to Goldman Sachs
  • Three-quarters of executives surveyed by MIT say incorporating AI into their businesses is a top priority
  • Only a dozen companies can be described as leading the AI charge, creating a stampede among investors

Building Blocks – Artificial Intelligence is incredibly complex and depends on an entire ecosystem capable of uniting data, analysis and power at scale. Just as a car needs a chassis to support its engine, brakes and steering, AI requires an underlying and unifying framework that unites the parts into a cohesive whole. While Nvidia may be the most obvious enabler of artificial intelligence, stand-alone semiconductors are nothing without servers to route traffic and storage to organize data. This server/storage platform is mission critical, and its #1 provider to customers globally is today’s new pick.


May 15, 2024

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Better Mousetrap… Better Betting

Digital Gaming Goes Mainstream

  • Half US states allow online gaming and sports betting which creates a total addressable market of $25B
  • Rising retail participation and mainstream acceptance could drive industry revenues +25% by 2028
  • Nation’s only publicly-traded, pure-play gaming platform commands 30-40% market share

Better Mousetrap – Several months ago I articulated a new investment theme called Better Mousetrap, meant to describe a company offering a unique and improved solution to an existing challenge. Cost-effective biodiesel and managed pregnancy come to mind, as does today’s new pick. The company is a leading operator and enabler of customized gaming in online environments, and its pathway to profits is accelerating. True, I could have bought it lower several quarters ago, but I’m happy to buy it here. My target implies a potential doubling in the shares.


May 15, 2024

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As in $1B of art expected to be auctioned by Christie’s may be on hold due to a cyberattack.
#IsNothingSacred?

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As in online job recruiting platform Indeed is laying of 8% of its staff despite record US employment.
#Irony

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As in Nvidia CEO Jensen Huang will receive a 60% pay bump this year to $34M.
#He’sEarnedIt

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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 flagship went from being a giant store to a cellphone with a screen.”
– Abercrombie & Fitch CFO Scott Lipesky
#CheaperAndFaster

“You can’t throw this much new data center capacity at the system and not have fossil fuel resources to support it.”
– Cloverleaf Infrastructure Founder Brian Janous
#DrillBabyDrill