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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  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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Get Your Money Right

Digital First Mobile Banking

  • 250M US account holders use more than one institution and consume multiple financial svcs (Bloomberg)
  • So-called “neo-banks” target highly active, often younger and digitally-native consumers who bank online
  • One top 5 neo-bank is posting triple digit earnings growth and has a long runway with just 5% marketshare

Brave New World – I vividly remember opening my first checking account at age 15. I had just started bussing tables over Christmas break and needed a place to deposit my daily earnings of $33. My parents introduced me to the local branch manager, who knew them both by name, and an hour later I had a checking account. There were no ATMs, but I was told that any of the half a dozen tellers could help me whenever I came in… even on Saturdays ’til noon! How times have changed. I do all my banking by iPhone, and have even sorted out mortgages with keystrokes. I think this is the emerging Holy Grail of Personal Finance, whereby all imaginable money-related services are bundled together in one mobile app accessible 24/7. BofA and Charles Schwab do a reasonably good job at this, but the so-called neo-banks are superior. They’ve been designed as digital-only from the ground up, and they’re extremely popular among 20 and 30-somethings. I think one in particular has the edge.


November 18, 2021

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I See You

Power of Video

  • 47% of companies using video conferencing report significant productivity gains and lower travel costs
  • The average video conference last 26 minutes and includes 3-4 people according to Modality Research
  • 98% of video conference users surveyed by Lifesize say video interaction improves their relationships

Room with View – I left Bloomberg Television in 2015 and consulted on several major video projects before committing myself full time to Bullseye. One focused around creating an in-house, online “television station” for a well-known retailer. Management wanted to put a LIVE studio in its windows on Fifth Avenue, creating a platform that would not only broadcast original content throughout the day, but serve as a link to customers around the world. The concept was bold and brilliant, but premature. Marketing couldn’t grasp how it could drive sales, and several 50-somethings saw it as a threat to their jobs… if only they’d had that platform during Covid. We now know what exactly what video can accomplish, and after a 6-month selloff, the world’d video leader is back in the Buy Zone.


November 18, 2021

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Lifeguard on Duty

Securing IT Networks

  • Half of employees still work from home at least 25% of the time compared to 3% pre-Covid (Gallup)
  • Remote working exposes otherwise secure enterprise networks to multiple vulnerabilities at every level
  • 53% of CTOs surveyed by Needham & Co. expect to increase IT security expenditures again next year

Keep Me Safe – Working from Home is no longer just a Covid thing. It’s an emerging component of our New Normal, and probably forever a component of corporate life. This creates significant stress for IT security, and software companies which can answer the challenge are probably in the sweet spot for a very long time… especially since an estimated 35% of workers may never fully return to work. Such a teutonic shift requites an entirely new set of IT protocols at companies which formerly relied on local area networks (LANs), on-site servers and machine-specific firewalls. More than half the Chief Technology Officers in a recent Needham & Co. say they will once again spend more on security this year compared to last year, and critically none will spend less. The trend bodes particularly well for software vendors specializing in Vulnerability Management, which focuses on scouring networks in search of cyber attacks and data breaches. One company has the clear edge, and I’m a buyer.


November 18, 2021

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5.9

As in the global supercomputer market is worth $5.9B annually, according to Hyperion Research.
#AndGettingBigger

17

As in just 17% of 2,600 IT professionals surveyed by S&P Global Intelligence say their companies encrypt a majority of their data.
#NoWonderTheyGetBreached

72,000,000,000

As in combined merchandise inventory at Target and Wal-Mart totals $72B, the highest ever.
#WhatSupplyChainIssue??

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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

“Supply chain is becoming more of a customer-facing activity. And in that world, you need to have consistence and control.”
– American Eagle Outfitters Chief Supply Office Shekar Natarajan
#OnIt

“Artificial intelligence authors an insurance claims estimate in seconds. It literally happens in seconds.”
– CCC Intelligent Solutions CEO Githesh Ramamurthy
#RobotTookMyJob