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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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 a Vaccine

Betting on Vegas/Macau
  • 150+ vaccines in development include promising late-stage candidates from J&J, Moderna, Oxford, Pfizer
  • Easing travel restrictions and thoughtful safety protocols facilitate surging casino attendance in Macau
  • Stock valuations still reflect dire outcomes and offer investors extremely attractive risk-reward economics

This Too Shall Pass – I lost two friends on 911, followed by countless others who fled New York in the stress-filled months that followed. The city had become so pre-occupied with potential bomb threats that many buildings installed metal detectors in the lobby, turning brief elevator visits into 20-minute ordeals… face to face meetings were impossible. Eventually landlords relented, and life crept back to normal. I think that’s where many cities are now as we learn to live with Covid and prepare for a vaccine. Nowhere is this collective resolve more evident than in the hospitality business, with new approaches to health and security offering a glimpse into the future. There WILL be a vaccine. Life WILL return to normal. Las Vegas WILL welcome millions… Macau already is.

October 30, 2020

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Agency of the Future

Value Stock Today
  • Global advertising budgets imploded 30% in Q1-2 as companies scaled back spending to survive Covid
  • More recent data from J.P. Morgan suggests healthy resurgence and FY spending may only decline 3-5%
  • Large agencies offering clients data-driven insights about customer behavior could benefit significantly

Growth Meets Value – Wall St. equity strategists have been pounding the table over how cheap value looks relative to growth, and they’re right. The S&P 500 Growth Index has sprinted so far ahead of its value counterpart that the difference between them is now the widest in 20 years. Curiously, a select group of companies fall somewhere in between… exciting growth businesses trading at a deep discount on Covid concerns. Consumer-dependent companies like airlines and hotels come to mind, so do global advertising companies which depend on massive ad spend. I’m particularly focused on the world #1 ad agency, because it also has a huge analytics business which could prove advantageous in getting customers back on track. It’s not just growth meets value, it’s old school meets new school… an ad agency of the future priced as a value stock today.

October 30, 2020

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I See Spots

Reversing Macular Degeneration
  • Age-related Macular Degeneration (AMD) affects an estimated 170 million people worldwide
  • AMD is world’s leading cause of vision loss and blindness, more than cataracts and glaucoma combined
  • No cure for AMD exists though one biotechnology company is testing a promising drug in Phase III trials

I See Spots – Many of us are blessed with relatively good vision, but not the estimated 170M people worldwide suffering from age-related macular degeneration. At first, these patients have a hard time focusing. They squint, but soon realize even glasses don’t help. A trip to the doctor reveals that the problem is not on the surface, but deep inside on the retina, where cell damage prevents images from being transmitted to the brain. There is no cure for macular degeneration, only treatments to manage the condition, but now one company may have a solution. Its trials have been fast-tracked by the FDA, and its stock is $5.

October 30, 2020

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As in there are zero nationally mandated cybersecurity standards for safeguarding US elections (Foreign Policy magazine).
#PollingReboot

6.2

As in Juniper Research estimates there will be 6.2 billion digital identification apps by 2025, compared to one billion today.
#NewInvestmentTheme?

3,800,000,000,000

As in worldwide IT spending will rise 4% in 2021 to $3.8 trillion according to Gartner Inc.
#WhyTechRanks#1InS&P500

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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

“Covid presents a very interesting challenge… technology can help businesses reopen safely, but employers want health data people aren’t used to sharing.”
– Salesforce.com Chief Ethical Officer Paula Goldman
#Pandora’sBox

“If we let Google continue its anticompetitive ways, we risk losing the next wave of innovators, and Americans may never benefit from the next Google. ”
– US Attorney General William Barr
#MatterOfDebate