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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Tech Down Too Much

Fastest Chips On Sale
  • Nearly half the stocks in the tech-centric NASDAQ Composite have fallen at least 50% from their highs
  • Too many high quality companies are being sold as algorithm trading accelerates downside momentum
  • Only one semiconductor company designs processors capable of three trillion calculations per second

Enough Is Enough – Technology stocks are being dismantled in the current selloff. Nearly 45% of the 3,000 stocks in the NASDAQ composite stocks have fallen at least 50% from their all-time highs. Selling appears indiscriminate and few companies have escaped the carnage. Even well-known blue chips with no relation to Silicon Valley have been bludgeoned… BlackRock, Disney and Starbucks are down 25-30%. Investors are selling on the assumption that higher rates raise borrowing costs and make future earnings worth less. Fair point, but I think they are overreacting and the pendulum has swung too far. I’ve been waiting to buy my favorite semiconductor manufacturer, and I finally have my moment. I know it could fall farther, but I’ll buy slowly on the way down. Enough is enough.

January 21, 2021

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Brave New World

Crypto Enabler
  • 90% of the world’s largest financial institutions still do not trade cryptocurrency according to JPMorgan
  • The entire crypto ecosystem is volatile, uncertain and its infancy but offers significant potential upside
  • One payments and funding network operated by a California bank dominates USD/BTC exchange

Winning the West – Cryptocurrency is as promising as it is terrifying, but so too was heading west 180 years ago into unchartered wilderness. Just as a loosely connected network of guides and outposts made the journey possible then, creative and trailblazing entrepreneurs are weaving together a crypto infrastructure today. From speculators to exchanges, lenders to miners, what’s happening now is a modern-day reshaping of the land and winning of the west. I am already long Coinbase, which operates the world’s largest exchange, and tangentially related lenders Affirm and Sofi. Now I’m adding a company whose dual mission is to serve crypto businesses with complete banking services, and provide the industry as a whole with a 24/7 real-time currency transfer platform. It’s a unique business with first mover advantage, and a commanding position at the front of the wagon train with a mission.

January 15, 2021

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Money Machine

Levering the Economy
  • Record liquidity and low real interest rates fuel unprecedented demand for alternative assets
  • New products enable retail investors to participate in private equity alongside large institutions
  • World’s largest alternative asset manager could see record inflows exceeding $200M in 2022

Leveraging Growth – Recent WSJ headlines shine a bright light on one of the key investment discussions dominating Wall Street as 2022 begins: Where do we deploy capital in a rising rate environment? I think the question centers around whether young growth companies across technology can still command premium multiples… or whether we should instead turn to more established sectors like energy, financials. It’s a fair point, and one reason why I’m adding the world’s largest alternative asset manager to the Bullseye portfolio. The company is well-established, highly profitable and growing double-digits.

January 15, 2021

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30

As in Discount Tire has cut the time to change a set of tires by 30% after incorporating artificial intelligence into inventory management and customer scheduling.
#Vroom

3,000

As in Intel’s new Ohio foundry will create 3,000 permanent jobs starting in 2025.
#Reshoring

75,000,000,000

As in Microsoft pays $75B to buy game-maker Activision, its largest acquisition ever.
#Metaverse

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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

“The flexibility that our supply chain people have generated for us doesn’t come free.”
– Procter & Gamble CFO Andre Schulten
#SolutionsCostMoney

“We’re going to be a whole lot more deliberate and relentless about assumptions we build into our contingency plans post-Covid.”
– Union Pacific CEO Lance Fritz
#SilverLining