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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Health Care’s Steady Eddy

Data + Process = Better Outcomes
  • US +65 population will increase 32% in the current decade creating new demand for age-related health care
  • Medicare payouts to providers will more than offset inflation increasing 3.7% YoY in 2024 and 2025
  • IRF outcomes demonstrably better than outpatient and nurse-staffed facilities proves IRF model success

Balance – Markets are particularly volatile this year, reflecting uncertainty over interest rates, election outcomes and the economy. While I am optimistic on growth and remain fully invested, I also appreciate a good night’s sleep. So this week I introduce a top-rated healthcare provider defined by steady earnings growth and steady stock performance. It’s a position you can own and not worry about. Will we double our money? Maybe not as quickly as the next AI company, but we’ll get there… and the ride will be considerably less volatile. I’m comfortable with that combination.

July 26, 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.

July 26, 2024

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Uber of the Skies

Electric Air Taxi Leader
  • Arial short-haul taxis represent a $500B addressable market in the US and $1.5T globally per Booz Allen
  • Electric rotary aircraft are 100 times quieter and four times cheaper to operate than traditional helicopters
  • Top electric Vertical Take Off & Landing (eVTOL) has cash and certification to enable service by 2H 2025

Flight Plan – Three years ago I bought an EV air-taxi start-up and today I am reiterating my BUY ahead of next year’s anticipated commercial launch. With shares up 35% in two weeks and several inquiries from Bullseye readers, I am publishing this note to update my investment thesis and underscore my bullish view. As the world’s most-advanced and best-funded electric Vertical Take Off & Landing (eVTOL) aircraft maker, this company is significantly ahead of competitors and well-positioned to begin service.

July 26, 2024

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5

As in Crowdstrike’s 30k customers represent one-fifth of the nation’s cybersecurity market.
#HouseOfCards

125

As in US car dealers have 125 days of EV inventories, more than double the number of gas-powered cars.
#NoOneWantsThem

16,000

As in Meta’s new AI upgrade called Llama 3.1 was trained on 16,000 Nvidia chips all linked together.
#RawPower

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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 only thing we can guarantee in the energy transition to giant batteries is that volatility will increase.”
– Intersect Power CEO Sheldon Kimber
#CarefulWhatYouWishFor

“It’s been really difficult to determine changes to our schedule and where we’re supposed to be.”
– Delta Pilot Evan Baach
#CrowdstrikeChaos