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, newsy catalyst.

Bullseye Brief Members receive the following:

Bullseye Brief - Actionable ideas every two weeks
Bullseye View - What’s happening in key markets
Week Ahead Preview - Sunday night email on alternating weeks
Podcast - Meet the people driving American Ingenuity (2x/month)
Access - Call or email Adam directly with questions or 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.

Warning: count(): Parameter must be an array or an object that implements Countable in /www/wp-content/plugins/highyield/includes/display/high_yield_list.php on line 24

Two Trends Converge

One Stock at the Intersection

The new mantra in technology is to make computing invisible and frictionless from anywhere
Clarity on trade between the US and China will unleash pent up capital investment by global enterprises
2020 will see accelerating migration of compartmentalized IT systems to flexible cloud-deployed networks

I love it when a plan comes together. Capital expenditures and clarity on trade are two powerful themes which will dominate headlines this year… and drive significant opportunities for investors who own equities. Companies have postponed new investment projects for months, and as the US and China finally agree to a framework on trade, global enterprises can begin to redeploy capital. Ten years ago, these expenditures might have involved building physical distribution assets or expanding logistics capabilities, a reflection of the emerging pivot to e-commerce. Today, global enterprises are racing to upgrade legacy software systems struggling to meet the exceptional demands of our integrated, digital economy. The new mantra among Chief Technology Officers is to make computing invisible and frictionless from anywhere… regardless of the cost. It’s a major investment them for 2020/21, and one Silicon Valley company dominates this market, having ranked #1 on Gartner’s Magic Quadrant for hyper-converged infrastructure computing (HCI) four years in a row.

Notice: Undefined variable: post in /www/wp-content/plugins/highyield/includes/display/high_yield_list.php on line 44 Notice: Trying to get property 'ID' of non-object in /www/wp-content/plugins/highyield/includes/display/high_yield_list.php on line 44 January 16, 2020

Do Not Eat Me

Cure for Cancer?

Immuno-oncology revolutionizes cancer treatment by supercharging the immune system to attack tumors
Certain cancers have hijacked the body’s signaling system in order to disguise themselves as healthy cells
One biotechnology company has learned to reverse this process and unleash the body’s offensive power

Immuno-oncology – Supercharging the body’s immune system to fight cancer is one of biotechnology’s most exciting frontiers… and one of its hottest investment themes. Molecular biologists are teaming up with data scientists to identify chemical signaling mechanisms in the body which trigger immune responses to cancer. What does this mean in plain English? The painful side effects of chemotherapy could give way to holistic approaches where our own white blood cells attack cancer from within. Several biotech companies with promising new drug candidates have already been bought by large pharmaceutical corporations, and the entire South San Francisco biotech community is a buzz with who’s next. Granted, this is all very early stage and in some cases unproven, but my Bay Area contacts have introduced me to an exciting young company on the cutting edge of immuno-oncology. Recent Phase I trail data are very supportive, and I’m initiating a position.

Thank You for Asking

Your Questions Answered

Bullseye subscribers consistently ask me provocative questions which ultimately sharpen my views
Today I answer the ten most compelling emails I have received in the past two months
My hope is to stimulate dialogue among us and encourage additional engagement

Question please? One of my favorite things about Bullseye is interacting with readers who love to invest and want to know more. What do you think of artificial intelligence… When should I buy this stock? Why aren’t you worried about tariffs… Will valuations keep rising? Your questions invariably make me sharper, primarily because they force me to re-examine my assumptions and crystalize a viewpoint. For this I am extremely grateful. I also realize that many of the inquiries I receive are probably relevant to other readers as well. I find that if one person has asked something, others are probably wondering too. So today, I share my responses to recent questions which I think resonate with a particular relevance for all of us. Some are short. Some are long. All are important. Most of all, thank you and please keep them coming.

Warning: Use of undefined constant php - assumed 'php' (this will throw an Error in a future version of PHP) in /www/wp-content/themes/bullseye/page-templates/home.php on line 103

6.6

As in the healthcare A.I. market will be worth $6.6B by 2021 according to Accenture, up from $600M in 2014.
#DataPlusDoctorsEqualsSuccess

822

As in IDC estimates that Americans bought 822M smart-home devices in 2019… an average of 2.5 per person.
#MachinesAreTakingOver

179,000

As in North American businesses ordered just 179,000 heavy duty Class 8 trucks in 2019, compared to 479,000 in 2018.
#GladTheTradeWarIsOver

“My ideal investing is stuff that looks a little crazy now and in 3-5 years is obvious.”
– Reed Hoffman, Co-Founder LinkedIn
#AmericanIngenuity

“Emerging technologies are just that… and companies embrace them based upon the problems they solve.”
– Elizabeth Hackenson, CIO of Schneider Electric.
#ThinkDifferent

“I would declare victory if in my professional lifetime we could make machines that are as smart as a rat.”
– Yann LeCun, Chief AI Scientist at Facebook.
#TipOfTheIceberg

Warning: Use of undefined constant php - assumed 'php' (this will throw an Error in a future version of PHP) in /www/wp-content/themes/bullseye/page-templates/home.php on line 119

Stay Connected With Adam on Twitter

Tweets by @AJInsight