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 01, 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 01, 2024

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Anticipating Lower Rates…

Via Higher Mortgage Demand
  • US population has increased 25% in 30 years yet mortgage applications sit at 30-yr low due to high rates
  • Housing market is currently undersupplied by 4-7 million units according to online marketplace Zillow
  • Rate cuts could ignite a new building / buying cycle that would benefit best operators in housing industry

Any Day Now – Fed rate cuts may be the most anticipated market catalyst since quantitative easing in 2008, especially for would-be home buyers who’ve been priced out by expensive mortgages. Due to falling affordability and steady population growth, the US has an estimated housing shortage of 3M units, though lower rates will restore balance. Reluctant sellers will list properties and builders will break ground. The net result will be a surge in mortgage applications, accompanied by a surge in title insurance policies required by lenders. For the few companies that offer this essential risk-management tool, profits could more than double… especially for the nation’s largest pure-play title insurance company.

October 01, 2024

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As in ChatGPT creator OpenAI (50% owned by Microsoft) sees its valuation double AGAIN in the latest funding round.
#Now$158Billion

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As in striking port workers want a raise to $69/hr from $39/hour over the next six years, equivalent to $140k/yr.
#NoCollegeDegreeRequired

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As in Toyota will invest another $500B in electric taxi-drone maker Joby… which is also backed by Delta, Intel and JetBlue.
#StockPops30%

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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

“Either supermarkets will elect to absorb the costs associated with the ports strike, or they will pass it on.”
– SquareOne Farms CEO Tim Ryan
#They’llPassItOn

“A lot of drone companies are looking at Chinese supply chain dominance as an existential threat.”
– AUVSI President Michael Robbins
#Reshoring