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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Supercharging Radiology

Faster, Definitive Diagnoses
  • Charged-particle chemicals illuminate targeted tissues on x-rays to help doctors diagnose/treat disease
  • $6.7B global radiopharma market expected to grow 8% annually through 2034 (Precedence Research)
  • Top radiopharma company commands 12-15% share and joins the IBD 50 list of high momentum stocks

Better Mousetrap – I entered Princeton as a pre-med, emerged an economics major, and today embrace these two divergent paths with the introduction of a life-sciences pioneer for our American Ingenuity portfolio. The company is supercharging how radiologists use x-rays to peer into the body, adding chemicals that target and illuminate certain cells and tissues. Disease can be spotted more quickly, and treatment initiated more promptly… often without the need for expensive exploratory surgeries. It’s a $6.7B annual market growing 8% annually, and the leading company has a 12-15% marketshare. Its shares are also quite cheap, trading at less than the S&P 500 Index on a P/E basis.

January 14, 2025

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Down 40%… On Rumors

High Tech at Deep Discount
  • Power management integrated circuits (PMICs) are essential to regulating workflows across AI platforms
  • Leading PMIC maker is an exclusive supplier to Nvidia but down 40% on rumors Nvidia plans to diversify
  • Channel checks indicate consistent order flow, suggesting rumors unfounded and stock a tactical buy

Pendulums – Everything is fine until it isn’t, especially on Wall Street. Artificial Intelligence has been an all-consuming land-grab for many investors eager to find the next Nvidia. Companies with first-mover advantage have soared, but success has brought competition, leaving some of those early winners battered and bruised. One such company has dropped 40% in recent weeks, despite consistently beating earnings. Blame the rumor mill. Wall Street is certain the company is about to lose its Nvidia contract, but as with all pendulums, I think this one has swung too far. Nvidia might diversify its supply chain, but cancel its sole power management supply altogether? No.

January 14, 2025

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Eye In The Sky

Enhancing Border Security
  • The $30B global drone industry is growing 13% annually according to Straight Research
  • Drones have come of age in Ukraine and the Middle East as effective and aggressive tools of warfare
  • New efforts to secure the US border will likely involve drones for surveillance and counter insurgence

Safety and Security – Military strike drones in Ukraine have proven highly effective on the battlefield, and an incoming US Administration seeking greater border security could potentially see new use cases here at home. That’s two reasons to own the nation’s top manufacturer of hand-held strike/surveillance drones, already seeing wide deployment among US Army forces serving abroad. I have been watching this company for many months, waiting for an entry point, and I think we have one now. Shares have retreated after a spectacular run and I’m buying the dip.

January 14, 2025

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As in three in four Americans see nurses as highly ethical, making them the nation’s most trusted profession.
#LobbyistsAndReportersRankLast

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As in 23% of last year’s Harvard MBA graduates still have not found full-time jobs.
#TheyProbablyCostTooMuch

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As in Meta’s platforms are now available in 101 languages, and its AI model can even translate text into speech.
#Let’sGoTravelling

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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

“Energy was clearly on the ballot, and we’re making the case that energy won.”
– API President Mike Sommers
#DrillBabyDrill

“We’re going to do more extensive performance-based cuts during this cycle.”
– Meta CEO Mark Zuckerberg
#Already5%YTD