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.
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.


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Future of Mobility

LiDAR Pure-play

  • Light Detection and Ranging (LiDAR) works like radar but measures distance with lasers vs radio waves
  • Ultra-high definition LiDAR can distinguish 1cm objects at 100 yards even in low visibility conditions
  • Total addressable market for LiDAR could approach $15B by 2025 (AVs, robots, drones, 3D printing)

Seeing is Believing – I recall several years ago when someone pitched me on the concept of autonomous vehicles, and I unabashedly laughed him out of my office. “Craziest thing I’ve ever heard.” I should have listened. Millions of passenger-miles later, the more relevant question has become when… though Volvo says by 2022. What makes this gigantic leap of faith a reality is our ability to equip cars with cameras and sensors that process up to 2 million objects per second within 200 yards, apply artificial intelligence to predict what comes next, and transmit steering instructions instantaneously. Light Detection and Ranging, or LiDAR, is what’s at work here. In the same way that radar bounces radio waves off objects to determine position, LiDAR relies on laser beams. Light is magnitudes faster than radio, and so precise it can pinpoint 1cm objects at 100 yards… even through fog. LiDAR creates such a realistic picture of the environment that you might think you’re looking at a black and white photograph. LiDAR is a game-changer, and I’m adding it to the Bullseye portfolio.


January 15, 2020

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Health Care’s Holy Grail

Data-driven Real-time Rx

  • Total US healthcare spending will exceed 20% of GDP by 2022 and rank as the nation’s largest outlay
  • Wearable health devices linked to analytical platforms via 5G connectivity will transform real-time care
  • Cloud-native companies whose platforms facilitate telemedicine will drive significant value for investors

Follow the Money – Legendary 1930s bank robber Willie Sutton was famously asked why he robbed banks. “Because that’s that’s where the money is,” he replied. Recently I’ve bought a lot of healthcare companies, and I have to admit my reasoning is eerily similar… that’s where the money is. Aggregate US spending on health and wellness grows 3-4% every year, putting it on track to exceed 20% of GDP by 2022. Health care is the country’s single largest bulk expenditure, exceeding Housing at 15%, Education at 6% and Defense at 3%. I have had some wonderful success within biotech, but Big Money is betting on the convergence of data analysis and preventative care. It’s why CVS acquired Aetna, Amazon fills prescriptions and I’m buying a data miner with more patient records than anyone else.


January 15, 2020

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Blank Check

Buying a SPAC

  • Over 200 SPACs have raised nearly $70B in assets in 2020, more than all other years combined
  • SPACs are blank-check companies typically priced at $10 which have 24 months to deploy capital
  • DraftKings, Virgin Galactic and Nikola Motor are all companies which emerged from SPAC transactions

Take My Money – Wall Street bankers invent new ways to raise capital several times a decade, and this year they’re promoting the SPAC (Special Purpose Acquisition Company). These are blank check investment vehicles formed to put capital into the hands of proven management teams, with the goal of funding the purchase of one or more promising businesses. Rules prohibit disclosure of specific plans in advance, as that would violate insider trading rules. Instead, SPAC investors are effectively betting on management’s proven track record of creating value through targeted acquisition and subsequent business development. If this sounds nebulous, it’s really not. Imagine going to an experienced executive and saying, “I don’t know what your next deal is, but you’ve done well in the past and I’d like to participate in your future. Here’s some capital. Go put it to work as you see fit.”


January 15, 2020

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3.08

As in the Cass Index of Freight Costs rises to 3.08, an 13% increase over last year and the highest since 1990.
#EveryoneShipsEverything

83

As in Microsoft’s latest update for its Windows operating system includes patches for 83 separate security vulnerabilities.
#HackersAreOutOfControl

391,000

As in US employers add 391,000 IT jobs during December, more than 13k per day according to IT trade group CompTIA.
#FastestGrowingSector 

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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

“Most of today’s cars have at least 40 different chips, higher-end models have up to 150.”
– Analyst Sam Abuelsamid, Guidehouse Insights
#MechanicsAreProgrammers

“We are all stretched very thin, whether it’s warehouse workers, truck drivers or longshoremen.”
– Port of Los Angeles Executive Director Gene Seroka
#LogisticsBallet