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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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Green Machine
Cleaner Food & Fuel
- Animal by-product processing is a billion dollar business whose products enable cosmetics, food and fuel
- Evolving technology enables the conversion of animal fat into hydrocarbons capable of powering engines
- Global leader in animal rendering at historically low valuation despite strong growth and record earnings
Brave New World – I began my career as a jet fuel trader, and I loved it. Oil is tangible, practical and something we all understand… it makes stuff go. Oil and gas have also bestowed upon this country the gift of energy independence, providing security, capability and peace of mind. More recently however, oil has become a pariah… something to avoid, or at least not feel great about using. While I disagree completely, I appreciate the benefits of renewable fuels and cleaner alternatives. Last week a 787 Dreamliner flew for over an hour on jet fuel made from sugar. It still polluted, but not as much. If that’s the future, or at least a portion of the future, we owe it to ourselves to learn more. Today’s new pick makes that future possible today, as the world’s largest producer of renewable diesel.
February 03, 2023
Read MoreMinerals and Magnets
Leveraging Rare Earths
- Electric vehicles (EV) account for 6% of all new vehicles sold in the US and over 10% globally
- EV manufacturers are pivoting to permanent magnet motors from induction motors to improve efficiency
- One California mine accounts for 15% of global rare earths production with 6x mineral concentration
Pay Dirt – Texas oilmen have long referred to oil producing wells as pay dirt, since that’s where the oil is and that’s how you get paid. Fast forward to 2023, and a new type of pay dirt is emerging that might be even more profitable: Concentrated deposits of rare earth minerals needed for high-tech applications like electro-magnets and EV batteries. China owns the vast majority of these increasingly essential inputs, with Australia as a distant second, but the single largest and most productive rare earths mine sits in California… about an 90 minutes from Las Vegas. The property represents 15% of the world’s know reserves but could satisfy decades worth of electric vehicle demand, since its mineral concentration is six times greater than mines operating elsewhere. As a result, this single operation in California is the world’s lowest cost producer, and since the owners are also building a nearby electro-magnet production facility, it’s evolving into the only truly vertical operation of its kind. The company is profitable and the stock is reasonably cheap. I love seeing an American company leading the world in clean energy technology, and I’m adding it the the Bullseye portfolio.
February 03, 2023
Read MoreWarehouse of the Future
Machines Do the Work
- 80% of warehouses rely on people to sort and store products while 15% are partially mechanized (DHL)
- Fewer than 5% of warehouses incorporate new robotic technology to speed handling and lower costs
- One newly-public, automated logistics company has 400 patents and contracts with three top-tier retailers
Tech Meets Tangible – I’ve been looking to add an industrial company to the portfolio that combines manufacturing might with technological prowess, and I’ve finally found one. This fast-growing business automates warehouses and virtually eliminates the need for human hands. Given its first-mover advantage and deep-pocketed partners who’ve already generated a $11B backlog, this company has the potential to revolutionize the entire logistics business. Unlike mechanized factories that came of age in the 60s and 70s… think identical coke bottles being filled along a conveyor built… we’re talking about robots which unpack, sort, store, repack and ship items of any shape or size. They speed transit times, lower costs and often pay for themselves in the first five years. Only one company has 400 patents to protect this ground-breaking technology. It’s a great example of American Ingenuity and this week’s new pick.
February 03, 2023
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As in the US leads the world in electric vehicle R&D, accounting for 62% of total investment in the sector since 2014 according to Bloomberg New Energy Finance.
#Leadership
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As in 70% of Chief Information Officers surveyed by the Information Sharing and Analysis Center expect to increase spending on cybersecurity this year.
#WhyNot100?
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As in China accounts for 80% of global solar panel manufacturing based on analysis by the Wall Street Journal.
#USNeedsToStepUp
“My ideal investing is stuff that looks a little crazy now and in 3-5 years is obvious.”
– LinkedIn Co-founder Reed Hoffman
#AmericanIngenuity
“So many companies were founded with remote-work-this and make-Zoom-meetings-more-fun-that… there’s just no need for it.”
– Workbench Co-founder Jonathan Lehr
#AdultInTheRoom
“Artificial intelligence is the most profound technology we are working on today.”
– Google/Alphabet CEO Sundar Pichai
#EverythingIsGoingThere
