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.
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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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Betting on Brad… Again

Serial Entrepreneur’s New Roll-Up
  • Serial entrepreneur Bard Jacobs’ five companies have generated 330% avg annual returns over 30 years
  • His newest venture focuses on consolidating the building products sector which is highly fragmented
  • The $800 billion per year building products industry provides a blank canvas for Jacobs’ roll-up strategy

Mindset – Long-time Alabama coach Nick Saban had a mantra his players would chant every time they took the field on game day: “Get your mind right, HA.” Putting your head in the right place sets you up for success. You focus on the positive, set aside the negative, and trust in the process that has already gotten you farther than most. Brad Jacobs is one on the country’s most admired entrepreneurs, creating nearly a quarter trillion in value for shareholders, because he adheres to a process he’s honed over decades. He identifies a sprawling industry with no dominant player, buys high-quality operators, then rolls them into a centralized structure to become number one. He’s done it in waste management, equipment rental and transportation logistics. Now he’s doing it in building products.

January 30, 2026

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Creating Memories

One Ticket at a Time
  • Three operators control over three-quarters of all event tickets resold in the US annually
  • Take rates of 20% ensure high profits in a sector with high barriers of entry related to scale
  • Regulators are now allowing resellers and direct issuers to combine their business creating upside

New Mousetrap – One of my favorite portfolio themes focuses on businesses which reinvent something we already know, making it better, faster, cheaper. They improve the entire customer experience, and simultaneously create tremendous value for shareholders. In short, they introduce a new mousetrap. As Corning Inc. CEO Wendell Weeks once told me, “You have to reinvent your best product every two years, or your competition will do it for you.” This new portfolio addition pioneered event ticket reselling, and now it’s entering the direct issuance market… trading at a significant discount to peers.

January 30, 2026

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Robot Took My Job… Not

In Defense of Software vs AI

  • Morgan Stanley’s Software Index has fallen 50 percentage points in a year versus the NASDAQ QQQs
  • Software stocks face concerns that AI will replicate proprietary code and replace established franchises
  • Even software leaders have been decimated by “AI fear” even though many are AI use-cases not casualties

AI Angst – Software stocks have nosedived on concern that AI will figure out how to replicate companies’ proprietary code and write new programs autonomously. Privately held Anthropic, whose valuation has doubled in the past four months, is introducing AI-enabled software called Claude Code, which some believe could make human programmers obsolete. While I appreciate the concern, businesses still need visionaries to identify needs, propose solutions, and manage processes. With software stocks down 50% versus the NASDAQ over the past year, I’m stepping in as a buyer of one leader in particular. Robots may take some jobs in coming years, but not all jobs.

January 30, 2026

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As in the US Army signs a $6B contract with Salesforce.com to improve recruiting and communications.
#EveryoneIsInSales

43

As in adult obesity in the US has risen to 43% from 19% in 1990… and potentially to 47% by 2035, according to JAMA.
#MoreVeggiesPlease

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As in 100% of participants in a 20-yr breast cancer vaccine study which stimulates the immune system are still alive.
#Amen

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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

“Our guests continue to prioritize travel, and they are willing to pay more.”
– Royal Caribbean CEO Jason Liberty
#StrongEconomy

“Leaders should develop AI strategies that deliver measurable impact with discipline.”
– Snowfalk CEO Sridhar Ramaswamy
#WellSaid