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.

February 20, 2026

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Eyes Wide Shut

AI Expensive But Worth It
  • Many companies potentially displaced by AI have seen their stocks fall 30-50% in the past month
  • Not all tech stocks face a threat from AI as some clearly benefit from the need for greater bandwidth
  • Networking equipment providers are seeing accelerating orders due to surging data transmission needs

Safe Haven? – Fear that AI will upend business models and even sideline entire sectors has created significant selling across much of the market… with one exception: networking infrastructure. Companies which make the equipment essential to transmitting all of that new data are likely to see their businesses benefit from AI. Cisco and Data Dog come to mind, so does another company consistently growing earnings by double-digits… 2026 could top 40%. It’s not cheap, but the company is in the sweet spot right now.

February 20, 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.

February 20, 2026

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As in cybercriminals begin moving laterally across networks within 34 minutes on average of the initial hack.
#ItHappensQuickly

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As in 42% ot tech employees surveyed by Section Research say managers expect them to use AI everyday.
#It’sAToolNotAReplacement

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As in a Pew Research study indicates that 54% of high school students use AI daily to complete assignments.
#ResearchIsOkayPlagerismIsNot

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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

“The only way to have a thriving company is if you have all your staff having a high level of competency.”
– Conductor Digital CEO Seth Besmertnik
#SurroundYourselfWithSmartPeople

“Companies are realizing that trade compliance software for tariffs isn’t a nice-to-have, it’s a must-have.”
– Trade Solutions MD Colleen Erickson (WSJ)
#WhereDoesTheMoneyGo?