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.
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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Keep My Baby Safe

AI-Assisted Prenatal Care
  • 5% of all births are complicated by a fetus-threatening high-blood pressure condition called preeclampsia
  • Preeclampsia costs the healthcare industry an estimated $29k per affected pregnancy, or $9B per year
  • One recent med-tech IPO is developing an AI-assisted protocol in the $3B preeclampsia diagnostic market

Brave New World – Apparently I was not an attractive child at birth. My head was so large… no comment… that the obstetrician pulled me out with forceps, collapsing my soft skull bones and leaving significant marks across my face. Dad was so upset he couldn’t speak, though everything turned out okay within a week, making me one of the lucky ones. An astonishing 200,000 US-born infants enter the world each year with far more troubling complications than bruises and blood. The condition which effects them is called preeclampsia, and it can appear out of nowhere at 20 weeks in an otherwise healthy mother. Suffice to say her blood pressure rises to as high as 180 over 120, and the impact on an unborn child can be devastating. There are well-established treatment protocols for preeclampsia, but even a one-week delay in diagnosis can cause irreparable harm. Thankfully, a recently IPO’d company harnesses AI to give doctors plenty of warning in advance. The stock is just $4, and I like the risk-reward… as much for the child as for Bullseye.

November 27, 2020

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Eye on the Ball

Investing in Golf
  • US retail sales of golf equipment rise 42% during the third quarter to a new all-time high of $1.02B
  • Total rounds played nationally rise 25% YoY in September suggesting 2020 will surpass 2019 despite Covid
  • 108M Americans, one-third of the population played golf, visited a simulator or spectated an event in 2019

Addiction – I may be the only person I know who doesn’t play golf, but I certainly understand the addiction. Golf provides challenge, entertainment, camaraderie and that elusive chance at perfection… a hole in one. Lower back issues have kept me off the links, but I still enjoy watching The Masters every April, and even dressing the part on hot summer days. Golf is as much lifestyle as sport, and the number one equipment maker has just bought the number one off-course entertainment venue. I love the combination and I am a buyer. It’s proof positive that you can still participate without breaking your back.

November 27, 2020

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Edge of the Cloud

Bottom of the Channel
  • Content Delivery Networks enabling data to flow seamlessly across the internet constitute a $10B business
  • CDNs have pivoted to the cloud in order to put computing power near users dramatically improving speed
  • The sector rebounded from March lows but peaked in August and may reaccelerate as 5G service rolls out

Tactical Meets Fundamental – The market’s snap-back rally post-election marks the fastest three-day gain since March, and its second fastest since 2011. I think huge short positions in Technology ahead of a perceived hostile Blue Wave created a massive short cover, which has since turned relative value on its head. While I admit there’s a significant temptation to climb aboard and ride the momentum train… buy anything!… fundamentals still matter. We need to think tactically and fundamentally, which is why I’m focused on one exceptional technology pioneer in particular. The company dominates fast-growing edge computing as the world’s #1 provider of “internet plumbing.” Curiously, shares sold off following strong earnings but are now surging with the pack. I know where I want to own it and I’ll buy opportunistically. This is also a wonderful candidate for options traders who enjoy writing puts. Tactical meets fundamental.

November 27, 2020

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As in 75% of consumers have little faith in retailers’ ability to safeguard credit card data, based on a recent survey from CyberArk Software.
#HelloBitcoin?

43,280

As in the FTC will impose a fine of $43,280 on Zoom Video for every privacy violation of newly established rules.
#ThatCouldAddUp

123,456

As in 123,456 is the most common password exposed by hackers in 2020, according to IT security firm NordPass.
#Pathetic

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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

“You get millions of vials ready, and you get resins for your manufacturing… in a hurry.”
– Astra Zeneca’s EVP of Operations Pam Cheng on preparing to distribute a Covid vaccine.
#GlobalBallet&EveryoneWatching

“We’re at the beginning of the journey.”
– DHL CIO Markus Voss on integrating robots with human handlers at its warehouses.  
#AreDriversNext?