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.
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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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Seeing is Believing

#1 Virtual Tour Enabler

  • 360-degree camera technology and AI-powered software enable all-new immersive online experiences
  • The world’s 4B buildings represent a $240B addressable market for remote property viewing (Savills)
  • One company’s unique technology has already mapped 10B sq ft of space creating first mover advantage

Wisdom of the Ages – Founding Father Ben Franklin reportedly had a favorite quote often attributed to Chinese philosopher Confucius: Tell me and I’ll forget. Show me and I’ll remember. Involve me and I’ll understand. Brilliant… and so true. There’s something about rolling up your sleeves and getting the job done firsthand that makes any experience real and unforgettable. I think this is especially true in trying to appreciate real estate, since pictures only go so far. There’s a wonderful emerging technology, pioneered by one company in particular which is transforming how we experience properties online. It’s about 3D immersion, taking us inside rooms and giving us the power to look up, down and all around… even measure distances with uncanny accuracy. This patented technology is compelling, accessible, and transformative. Global property manager Savills World Research sees a potential $240B addressable market. I see brokerage, design, remodeling, insurance, inspection and see a newly minted company I want to own.


September 10, 2021

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Buy Now Pay Later

US #1 BNPL in Focus

  • Buy Now Pay Later purchasing accounts for significant e-commerce volume abroad but only 2% in the US
  • Recent acquisition of Australian provider AfterPay by Square for $32B shines a bright spotlight on BNPL
  • Largest US BNPL provider has 30-40% market share in a market that could double within four years

Lay Away 2.0 – My mother’s favorite painting hangs proudly at her home in Connecticut, a lovely bouquet of wildflowers she bought on lay-away in 1965 for about $150… a notable sum for a kindergarten teacher married to first year ad exec planning on kids. She loves that painting, because of how it looks and what it represents. America has always been aspirational, and paying over time to afford big ticket items is something we embrace. Curiously, one-quarter of Millennial and Gen-Z consumers don’t use credit cards according to Mizuho Securities, but they’re quite happy to utilize By Now Pay Later platforms. In Europe, BNPL accounts for 7% of all e-commerce. In Australia and Sweden the percentage rises to 10% and 25% respectively, compared to just 2% in the US. Last week Square announced a $29B acquisition of Aussie-based BNPL provider AfterPay, betting the US will soon follow suit. I agree, and I’m using the announcement as justification to buy the #1 US BNPL platform, a company which IPO’d in January and I’ve been watching closely.


September 10, 2021

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Plugging Back In

5G Leader Returns

  • Global 5G rollout accelerating ahead of schedule and iPhone upgrades could turbocharge handset demand
  • Mobile data traffic will multiple fivefold by 2025 as IoT becomes integrated into daily life according to BCG
  • The global leader in 5G patents provides an attractive entry point for thoughtful long-term investors

Hello Again – Certain stocks I could probably hold forever, though trading opportunistically can prove effective as well. I have profitably bought and sold the world’s #1 5G enabler on three occasions over the past three years, and today I make the case for a fourth purchase. This company holds more advanced telephony patents than any other, and even competitors pay licensing fees to use its mission-critical technology. As life-changing advances like Internet of Things (IoT), robotics and driver-assisted vehicles increasingly enter our lives, I see multiple opportunities for expansion. I also like returning to a company I know, especially one which has rewarded me consistently in the past. I admit the stock isn’t as cheap as it was at previous entry points, but 16 times forward earnings is still compelling… especially with 10-12% topline growth and multiple catalysts over coming months.


September 10, 2021

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5

As in Congress approves a 5-year term for any incoming Federal Cybersecurity Agency director.
#LongerThanPresidents

38

As in Microsoft-backed Databricks Inc. rises to a $38B valuation after its latest financing round… and it’s still private.
#Unicorn

750,000

As in Amazon will offer its 750,000 hourly employees the opportunity to earn a college degree tuition-free.
#LoveThis

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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 Reed Hoffman
#AmericanIngenuity

“We are in the tightest labor market that we have ever seen.”
– UPS Spokesman Dan McMackin
#Bullish

“We don’t have a business unless we can take the driver out.”
– Autonomous Truck Start-up Gatik Inc. CEO Gautam Narang
#StillTenYrsTooEarly?