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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Home Sweet Home

Supercycle Meets Rebound

  • Two-thirds of mortgages are 4% or lower, discouraging homeowners from selling and keeping supply tight
  • US housing market is currently undersupplied by 1.5-3.2M units according to Freddie Mac and Moody’s
  • Rate cuts could ignite a new building / buying cycle that would benefit best operators in housing industry

Go Big or Go Home – Housing in 2024 looks radically different the bloated and overbuilt top of 2008. Today’s homebuilders operate more like just-in-time manufacturers than speculative developers, though their leaner and well-managed approach has left the nation considerably undersupplied. Just as Gen Zs appear ready to move out and Millennials want to start families, homes are find to find and often unaffordable. I could express my bullish view on the sector by buying a builder like Toll Brothers, but I’d rather buy picks and shovels than a gold miner. The nation’s top building products supplier is a well-run machine with strong margins and an experienced C-suite. I’ve owned the stock in the past and I’m retuning as a buyer, especially since shares have pulled back from all-time highs and trade at just 12 times earnings. A great example of American Ingenuity, and this week’s new pick.

June 21, 2024

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Enabling AI… Under the Radar

Top Systems Designer and Builder

  • 40% of companies in the S&P 500 mentioned Artificial Intelligence in their first quarter conference calls.
  • AI requires not only high-powered semiconductors but also multi-layered hardware and software networks.
  • Meg-cap tech companies began accelerating AI capex only last year, suggesting the cycle is still early.

Preparation – Part of my process for uncovering new stocks involves screening with a computer, where I narrow the S&P 1500 to two dozen candidates based on factors like growth, profitability or price. I then investigate each company to see what stands out. One such candidate appeared on two of my screens simultaneously last week, and that only happens a couple times a quarter. Digging deeper, I found that other stock pickers like it too… AND that the company is a partial bet on Artificial Intelligence. With so many factors lining up, this new discovery joins our American Ingenuity portfolio.

June 21, 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.

June 21, 2024

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As in Gallup says US teens spend nearly five hrs per day on social media, mostly watching videos on TikTok and YouTube.


As in the amount of money US businesses spend on logistics equates to nearly 9% of GDP (Kearney and WSJ).


As in Boston Consulting predicts US share of chip production will triple in ten years but still only equal 14% globally.


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

“The implications in terms of the size of the AI opportunity is that of the internet and cloud computing combined.”
– Former Cisco CEO John Chambers

“We’re headed for a wild future. Wild, wild, wild.”
– Tesla CEO Elon Musk