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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When Great Companies Stumble…

Buying Big Tech’s Fallen Angel
  • Buying great companies after they have stumbled is a strategy that has served me well over time
  • One of tech’s largest and best-know pioneers has fallen significantly but appears poised to rebound
  • Multiple catalysts set the stage for a potential return to greatness for one of America’s great companies

When Great Companies Stumble – You buy them. This is a strategy that has served me well across my investing career. General Electric plummeted to $5 before splitting itself into Aviation and Healthcare, unlocking significant value that enabled those new tracking stocks to rise many times over. Facebook fell 80% to $80, then pivoted from metaverse to AI and saw shares soar above $500. Recent Bullseye addition 3M Corp. is also enjoying a rebirth, and soon I think it will be joined by today’s new pick… one of Big Tech’s most iconic companies. Share have just started to rebound on news of an Amazon partnership and a major cash infusion. This week, Bullseye joins many of the company’s top ten shareholders as a buyer.

October 11, 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.

October 11, 2024

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Tactical Energy Trade

Best-in-Breed at a Discount
  • US oil demand of 20-21 Mb/d exceeds the pre-Covid baseline by 5% and represents a new all-time high
  • Solid 3% GDP growth and near-record low 4% unemployment imply no recession / sustained oil demand
  • Slowing EV sales and solar installations suggest concern about slowing carbon dependance is unfounded

Three in One – I traded jet fuel early in my career and learned so much… from global economics, to supply and demand, to quality at a discount. Today’s new portfolio pick reflects all three of these lessons: 1. Recession is not on the horizon 2. Oil demand appears strong 3. Best-in-breed is always attractive. Recent oil price volatility has created some dislocations among energy-related equites, and one of my favorite oil service companies has entered its historic buy zone. For tactical investors who appreciate focused investment ideas, I think this presents a compelling opportunity. I’ll add that 2.3% dividend yield and 40% option vols provide notable income as well.y.

October 11, 2024

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As in AI spending at US companies will rise 40-50% for each of the next three years, according to Bain Consulting.
#FeedingFrenzy

50

As in the FBI estimates there are 50 China-backed hackers for each cyber specialist at the agency.
#HireMoreAgents

125

As in UPS plans to hire 125k seasonal holiday workers this year, up from 100k last year.
#eCommerceEverything

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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

“I look at what we’ve done to reduce plastics from consumer products, and I can’t say I’m proud of our progress.”
– Co-owner Fisk Johnson of SC Johnson & Co.
#TurtlesAndStraws

“AI companies are almost sucking the oxygen… and VC funding… out of the room for everyone else.”
– CB Insights Analyst Ben Lawrence
#GoldRush