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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Do Not Eat Me

Cure for Cancer?

  • Immuno-oncology revolutionizes cancer treatment by supercharging the immune system to attack tumors
  • Certain cancers have hijacked the body’s signaling system in order to disguise themselves as healthy cells
  • One biotechnology company has learned to reverse this process and unleash the body’s offensive power

Immuno-oncology – Supercharging the body’s immune system to fight cancer is one of biotechnology’s most exciting frontiers… and one of its hottest investment themes. Molecular biologists are teaming up with data scientists to identify chemical signaling mechanisms in the body which trigger immune responses to cancer. What does this mean in plain English? The painful side effects of chemotherapy could give way to holistic approaches where our own white blood cells attack cancer from within. In January I highlighted an immuno-oncology pioneer trading under $3. It’s now around $7 and still very much a buy, especially in light of recent data. I highlight this stock once again.


August 08, 2020

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Lifeguard on Duty

Securing the Network

  • 35% of employees now work from home compared to 3% pre-Covid and half may never return to the office
  • Remote working exposes otherwise secure enterprise networks to multiple vulnerabilities at every level
  • 53% of CTOs recently surveyed by Needham & Co. expect to increase IT security expenditures in 2020

Keep Me Safe – Network security will increasingly command a larger share of total IT spending as companies scramble to integrate Work From Home policy for as many as 35% of current employees, many of whom may never return to work. This teutonic shift creates enormous challenges for companies who 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 spend more on security this year compared to last year, and critically none will spend less. Many of the respondents expect they will even shift resources away from typical upgrade cycles in order to prioritize mission-critical security enhancements. This bodes extremely well for software vendors specializing in Vulnerability Management, which focuses specifically on scouring networks in search of cyber attacks and data breaches, since remote working on easily hackable WiFi modems poses significant incremental risk to large enterprises.


August 08, 2020

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Modern Day McKinsey

Workplace Mgmt Software

  • Global enterprises are embracing cloud-based software to enhance productivity and better serve clients
  • Remote working necessitates digital/physical integration and accelerates deployment of cloud solution
  • Enterprise Workplace Management stocks have already seen significant gains and will continue to lead

Best & Brightest – I remember thinking Lou Gerstner was the ultimate CEO when I heard him speak about rebuilding IBM in the late 90s. Under a single glaring stage light, alone on a barstool and impeccable in a suit, the world’s most admired chief executive explained how they rebuilt Big Blue. Lou got the job because he’d done the same at Nabisco, having previously cut his teeth at legendary consulting firm McKinsey & Co… the buttoned-up problem solvers everybody called when success was the only option. Mr. Gerstner went on to run Carlyle Group before retiring with accolades, and while McKinsey still does fine work alongside Accenture and Bain, Enterprise Workplace Management companies are today’s big dogs. They supercharge raw brainpower with artificial intelligence, then automate processes at the world’s largest companies and catapult productivity. From streamlining document flow to integrating sales and marketing, EWM helps companies to work faster and save billions. The net result is better service for customers and higher returns for shareholders. Enterprise  Workplace Management is like a whole company of Lou Gerstners. It’s the new McKinsey.


August 08, 2020

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As in Class-8 heavy-duty truck orders in N. America rise 98% YoY due to backlog built up during quarantine.
#EconomyComingBack

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As in 25 large retailers have filed for bankruptcy so far this year, compared to 20 for all of 2019.
#E-Commerce

798

As in Facebook removed 798 accounts in July deemed as fake, inauthentic or inappropriate.
#That’sAll?

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“My ideal investing is stuff that looks a little crazy now and in 3-5 years is obvious.”
– Reed Hoffman, Co-founder LinkedIn
#AmericanIngenuity

“What causes a video go viral? At a basic level, data culled from TikTok’s videos could help Microsoft understand what consumers think is cool and which brands are hot.
– Matt McIlwain of Madrona Venture Group
#DataIsEverything

“Even as re-openings continue, we are going to see that the secular shift to e-commerce has been accelerated meaningfully.”
– Wayfair CEO Niraj Shah
#MoreClicksThanBricks