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.
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.


Enjoy a 45-day trial of Bullseye Brief for only $45!
After 45 days, the account will automatically switch to a $295 quarterly subscription.
You can cancel at any time.

Click Here

Wanna Bet?

Top Gaming Idea
  • Half US states allow online gaming and sports betting which creates a total addressable market of $25B
  • Broader online participation and new state approvals drive triple-digit earnings growth at top US platform
  • Nation’s only publicly-traded, pure-play gaming platform commands 30-40% market share and is cheap

Reiterate Buy – Shares of the nation’s top online sports betting and iGaming platform have fallen 35% in a month on rising competition, and I am adding to my position. This company is now cheaper than the S&P 500 Index, with six times the growth. Online-broker Robinhood and NYSE-owner Intercontinental Exchange are expanding into online betting, but this market leader has the brand recognition and market share. This selloff is overdone and I’m adding to my position.

November 08, 2025

Read More

Autonomous Trucking

Revolutionizing Logistics
  • US trucking industry generates $1 trillion of revenue per year but is limited by driver fatigue and turnover
  • Autonomous trucks are already transporting goods commercially every day across southwestern states
  • The leading autonomous trucking company has backing of parters Amazon, Uber, FedEx, PACCAR, Werner

Robot Took My Job – Artificial Intelligence is already streamlining repetitive tasks, now it’s replacing human judgement… driving 18-wheelers for 1,000 miles with no one at the wheel. I assumed autonomous driving would be limited to confined spaces like warehouses when I studied it a few years ago, but now it’s in the open. Google-owned Waymo provides 250,000 driverless taxi rides every week, and freight operators are sending dozens of driverless trucks across Texas each day. True, these eighteen-wheelers have someone on board for backup, but they’re 100% autonomous. Today’s pick leads the world at designing systems that make driverless trucks possible, and at just $6, it’s a cheap call option on a huge potential market.

November 08, 2025

Read More

Right People, Place and Price

AI-Focused Private Equity Platform
  • Artificial Intelligence and the ability to compute at scale is the single biggest investment theme for 2025-27
  • Bullseye’s American Ingenuity portfolio has committed one-third of capital to the Computing Power theme
  • New pick provides a levered bet on Computing Power as a digitally-focused fund PE fund with $100B AUM

Ride the Wave – Artificial Intelligence and the ability to compute at scale is the single biggest investment theme for 2025-27. AI hyper-scalers like Meta and Google will collectively invest $420B into the technology next year, up from $350B this year. Demand for high-compute data centers far exceeds demand, and investors are realizing there is a gold rush at hand. Incredibly, some of the leaders and potential leaders of this paradigm shift are still trading at reasonable valuations, like today’s new pick: A digitally focused private equity firm that ranks as one of the world’s largest owners of data centers and cell towers.

November 08, 2025

Read More

  • Login to your Account

  • Login

img-2

1

As in Apple plans to pay $1 billion per year for access to Google’s new AI model currently in development.
#That’sABargain

50

As in US states have collectively proposed 50 regulations on AI, which Nvidia CEO Jensen Huang calls counterproductive.
#He’sRight

149

As in the proposed TrumpRx pharmacy would lower monthly GLP-1 prices to $149, from $1,300 just 18 months ago.
#AdiosPatentProtection

img-1

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

“I’m not overly focused on getting to breakeven, because I could easily do that by pulling back on investment.”
– OpenAI CFO Sarah Friar
#AmericanIngenuity

“China is going to win the AI race… the West is being held back by cynicism. We need more optimism.”
– Nvidia Founder/CEO Jensen Huang
#AmericanIngenuity