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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Metals of the Future

Lighter, Stronger, Faster

  • Aluminum prices have fully recovered to pre-Covid levels in anticipation of normalized industrial output
  • Auto and aerospace manufacturers increasingly require lighter, stronger composites for energy efficiency
  • The world’s top producer of specialized aluminum alloys trades well-below historic valuation metrics

Industrial Strength – Bullseye’s focus on American Ingenuity often leads us to compelling new solutions across Healthcare and Technology, but I would be remiss to overlook what’s happening within the Industrials. New approaches to old-school metalwork have made one Pittsburgh-based company the world’s #1 producer of aluminum alloys found in nearly every car, truck and airplane. Its products and procedures are patent-protected, ensuring margins are consistent and revenues are growing. As I uncover new companies with long runways for growth, I also want to embrace established franchises with wide moats around profits… especially where there’s innovation.


September 25, 2020

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Green Machine

Embracing Fuel Cells

  • 66 countries have net-zero carbon targets for 2050 and 18 governments have specific hydrogen roadmaps
  • 15 US states will require 30% of all medium and heavy-duty trucks sold by 2030 to be zero-emission
  • Hydrogen fuel cells are becoming cost-competitive with electric vehicles and internal combustion engines

Going Green – The world is pivoting to increasingly cleaner forms of energy, and one of the most controversial is also one of the most promising… fuel cell technology (FCEL). These portable, battery-like power plants use hydrogen and oxygen to create electricity, producing only water and heat in the process. As a result, they represent the ultimate in clean and renewable energy, though for many years they hadn’t proven cost-competitive with gasoline. Recent improvements have shifted the cost equation however, and one company leads the world in fuel cell development, with thousands of buses, trucks and forklifts already deployed across three continents. The stock has risen several-fold in recent months, but I still think it’s a double from here… and probably more if I lengthen my time horizon. With production facilities around the world, it’s a great example of American Ingenuity playing out in real-time on a global stage.


September 25, 2020

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I See Spots

Reversing Macular Degeneration?

  • Age-related Macular Degeneration (AMD) affects an estimated 170 million people worldwide
  • AMD is world’s leading cause of vision loss and blindness, more than cataracts and glaucoma combined
  • No cure for AMD exists though one biotechnology company is testing a promising drug in Phase III trials

I See Spots – Many of us are blessed with relatively good vision, but not the estimated 170M people worldwide suffering from age-related macular degeneration. At first, these patients have a hard time focusing. They squint, but soon realize even glasses don’t help. A trip to the doctor reveals that the problem is not on the surface, but deep inside on the retina, where cell damage prevents images from being transmitted to the brain. There is no cure for macular degeneration, only treatments to manage the condition, but now one company may have a solution. Its trials have been fast-tracked by the FDA, and its stock is $5.


September 25, 2020

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As in every new car sold in California must be zero-emission by 2035, according to an executive order from Gov. Gavin Newsom.
#ElectricSlide

4,216

As in the monthly payment on a $1M 30-yr fixed-rate mortgage at 3% is just $4,216… and that’s before the interest deduction.
#CheapMoney

28,581

As in the OMB says US federal agencies documented 28,581 data security incidents in 2019, about one every 20 minutes.
#MoreFireWallsPlease

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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

“Nothing has changed.
– Nikola CFO Kim Brady as Founder/CEO Trevor Milton resigns.
#Where’sTheTruck?

“What I worry about most is innovation… innovation is impossible to schedule.”
– CEO Ellen Kullman of 3-D printer startup Carbon Inc. on working remotely.
#InPersonVsInAbsetentia