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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  1. Bullseye Brief - Actionable new stock pick every week
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  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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Great Expectations

Little Biotech Gets Bigger

  • Strong clinical data support potential best in class treatment for Celiac disease and Short Bowl Syndrome
  • Multiple catalysts in 2021 could drive significant value creation including an investigative Covid indication
  • Considerable buying by shareholders and executive signals optimism and additional potential stock gains

Better than Expected – Nine months ago I initiated a position in a promising, but highly experimental drug development company focused on treating two conditions in the gut… short bowl syndrome and Celiac disease. Recent developments demonstrate clinical progress, and additional upside could come from an unexpected third trial involving Covid patients. With insiders buying significantly, and new warrants awarded to management, I think there’s more potential upside to this story than I originally believed. I’m updating my report, and upping my target.

April 09, 2021

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Uber in the Sky


  • Arial short-haul taxis represent a $500B addressable market in the US and $1.5T globally per Booz Allen
  • Electric helicopters are 100 times quieter and four times cheaper to operate than traditional helicopters
  • 5 startups dominate electric Vertical Take Off & Landing (eVTOL) but only one is public and certified to fly

Finally Happening – Everyone is talking about electric vehicles, but the conversation never seems to go beyond cars, trucks and buses… until now. After ten years of privately funded development happening far from prying eyes, electric-powered flight capable of lifting several thousand pounds is now a reality. The FAA has just issued its first-ever certification for an e-copter, and it’s already being used by the Air Force to transport personnel more efficiently across sprawling airbases. The company making it possible wants to introduce an Uber-like service at Uber-like prices over the next several years, but its corporate SPAC parent already trades today. I want to be clear: This is big picture, high risk and long term… but the numbers do make sense. It’s a great example of American Ingenuity, and I’m a buyer.

April 09, 2021

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Modern Mobility

Propelling EVs Farther

  • Auto manufacturers are accelerating EV production as global governments push for Green initiatives
  • EVs require 20% more “smart components” than ICEs and autonomy further increases their relevance
  • On-board sensors which regulate electric vehicle power usage and connectivity represent a $50B market

Whole New Landscape – Tesla’s record 185k deliveries in Q1 beat even the most optimistic forecasts, underscoring how quickly the shift to electrification is gathering speed. Two days later GM announced its planned Silverado EV pick-up will arrive two years sooner than expected. The all-out embrace of EV technology is dramatic, but what’s less appreciated is everything in the background making it happen. An estimated 500k charging stations will need to be built according to the IEA, and increasing electricity demand will necessitate increased electricity generation… where will it come from? EZ-Pass has already automated toll collection, and cars are quickly becoming smarter too, from recapturing heat generated during braking to upgrading operating software while plugged in at night. Everything your iPhone can do your car will do better, including battery management, facial recognition and object awareness (LiDAR). I could build an entire portfolio around this evolving automotive ecosystem. Today I’m adding an industrial company whose sensors regulate on-board voltage and inter-car communication. I think this is only the beginning.

April 09, 2021

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As in Ford will idle its F-150 pickup truck assembly plant for two weeks due to the worsening shortage of semiconductors.


As in 44% of US workers surveyed by The Conference Board have no idea when their companies will call them back to the workplace.


As in The Port of Charleston unloaded 113,867 containers in March, 23% more than the pre-Covid baseline.


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

“We see a Goldilocks moment of fast growth, inflation that moves up gently and interest rates that rise… but not too much.”
– J.P. Morgan CEO Jamie Dimon

“We have spent hundreds of years perfecting the physical movement of cargo, but we are only scratching the surface on the movement of data.”
– SeaIntelligence consultant Lars Jensen