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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Programming the Machines

Software Platform With Upside
  • Software development has evolved into its own $50 billion annual software business
  • AI is increasingly native to software development, where even code itself is created by AI
  • Insiders and top holders of the recognized software development leader are buying stock

New Approach – Gone are the days of star programmers working from home in bathrobes, sending reams of code to the home office via email. Today’s stars are the development platforms themselves, enabling teams of data scientists to collaborate securely in real-time. An entire industry has evolved to support developers and it’s called DevSecOps… shorthand for Development, Security, and Operations. It’s an approach that operates much like blockchain, where approved parties have access to a shared ledger that provides total transparency and historical record keeping over the entire software development lifecycle (SDLC). Incredibly, one $8B company leads this industry, beating even Amazon and Google. It IPO’d just after Covid and has been growing double-digits ever since.

May 31, 2025

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Maximizing Potential

On-Site Electricity Generation
  • AI data centers will consume 12% of US electricity by 2030, up from a previous estimate of 9% (Mizuho)
  • US AI demand requires 51GW of new capacity this decade, enough to power every home in CA for three yrs
    World’s #1 producer of electricity generating turbines provides an efficient on-site solution for data centers

Power Me Up – I travelled to rural Alabama some years ago and toured an aluminum extrusion plant that was powered entirely by electricity generated on site from its own natural gas reserves… American Ingenuity defined! In short, natural gas is brought to the surface and ignited to create thrust that spins a turbine, thereby creating electricity used to power everything from overhead lights to heavy machinery. I see this holistic approach as an ideal solution for enabling the new electricity-dependent AI data centers being built cost to coast. In addition, the technology is surprisingly clean. This company IPO’d in 2023, and today I’m adding it to our American Ingenuity portfolio.

May 31, 2025

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C-Suite Is Buying… I am Too

High Quality at Low Valuation
  • $4.9T annual US healthcare expenditures equal to 16% of GDP and UNH commands a 34% marketshare
  • UNH is the largest US healthcare provider and stock down 60% in six weeks creates tactical opportunity
  • Board Chair and former CEO (2006-17) retakes corner office and promises return to historic 13-16% growth

Perfect Storm – Everything that could go wrong for UNH has happened in just six months. The CEO was murdered. The interim CEO resigned. Earnings missed estimates. Forward guidance was suspended. DoJ has alleged fraud in its Medicare Advantage program. Shares have plunged 60%. But all is not lost. The former CEO credited with turning UNH into the nation’s largest health platform is returning to the corner office, effective immediately. Steve Hemsley vows to restore the company to its historic 13-16% growth rate starting next year. He’s also buying stock with his own money… 86,000 shares worth $25M. CFO John Rex added another $5M to his holdings. If these two C-suite executives are willing to bet on themselves, I think we should be willing to bet on them. Today, I reiterate by BUY on UNH near $300 with a target of $700.

May 31, 2025

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As in only 3% of US companies have pulled 2025 earnings guidance as a result of tariff uncertainty.
#PlayingThroughThePain

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As in the US Coast Guard responded to 36 maritime-industry cyber attacks last year, at an average cost of $4.9M.
#That’sAll?

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As in student loan defaults have risen 800% since the Covid-era postponements were rescinded in January.
#HonorYourDebts

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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

“Given that LA/Long Beach handles 35% of ocean-going freight, tariffs affect us more than any other region.”
– LA County Exec. Stephen Cheung
#TipOfTheSpear

“You can’t just plot a factory down and hope that people will miraculously appear.”
– Manufacturing Institute President Carolyn Lee
#ReshoringTakesTime