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
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  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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Take the Long View

Value Amid Volatility
  • Healthcare expenditures are rising 2-3% annually and equate to nearly on-fifth of U.S. GDP
  • Preventive care aims to keep people healthier for longer and avoid costly emergency intervention
  • Nations’s second largest healthcare provider trades 60% below the S&P 500 at its lowest-ever P/E ratio

Perspective – Some of the highest quality companies in the US are trading at their cheapest valuations in years. Big banks are down. Big Tech is down. And now one of the nation’s biggest healthcare companies is down too… 25% since January. The malaise among investors is palpable, and I think we need to remind ourselves that these are the moments when we buy. True, we may want to save some ammo for any further potential declines, but building positions in high-quality companies when their stocks are down is how thoughtful long-term investor build wealth.

May 26, 2023

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Three Themes One Stock

Growth, Value and No Recession
  • Population growth and migration to smaller cities create tailwinds for rising auto sales
  • Electric Vehicle adoption will propel automaker profitability by reducing labor and input costs
  • Sector valuations are historically low as recession fear looms despite solid GDP and employment

Playing the Odds – There are long shots, and there are reasonable bets. Both have a place in the portfolio if managed correctly, though I’d argue that reasonable bets make sleeping at night a little easier. One such company trades at a single-digit multiple and yields 5%, while also leveraging large-scale electric vehicle adoption. Last week management laid out its plan at a widely attended analyst day, and I think the story is compelling. It’s also sound. This is not a Johnny-come-lately struggling to generate EBITDA. It’s a proven innovator with solid earnings and strong financials. It’s as big as they get, and it won’t embarrass us. To the contrary. I think this industrial leader can double.

May 26, 2023

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Warehouse of the Future

Machines Do the Work
  • 80% of warehouses rely on people to sort and store products while 15% are partially mechanized (DHL)
  • Fewer than 5% of warehouses incorporate new robotic technology to speed handling and lower costs
  • One newly-public, automated logistics company has 400 patents and contracts with three top-tier retailers

Tech Meets Tangible – I’ve been looking to add an industrial company to the portfolio that combines manufacturing might with technological prowess, and I’ve finally found one. This fast-growing business automates warehouses and virtually eliminates the need for human hands. Given its first-mover advantage and deep-pocketed partners who’ve already generated a $11B backlog, this company has the potential to revolutionize the entire logistics business. Unlike mechanized factories that came of age in the 60s and 70s… think identical coke bottles being filled along a conveyor built… we’re talking about robots which unpack, sort, store, repack and ship items of any shape or size. They speed transit times, lower costs and often pay for themselves in the first five years. Only one company has 400 patents to protect this ground-breaking technology. It’s a great example of American Ingenuity and this week’s new pick.

May 26, 2023

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As in Applied Materials will build a $4B research facility in California to help businesses and universities collaborate on new chip designs, with the goal of cutting development time by 30%.
#AllAboutBeatingChina

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As in Denver’s baseball stadium is now using Amazon One palm-reading technology to verify people’s age when they want to buy beer.
#LeaveYourDriversLicenseAtHome

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As in Apple’s upcoming 3D-immersive headset is expected to cost $3,000, nearly 10 times the cost of Meta’s Oculus Quest 3.
#MoreThanMyDesktop!

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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 computer industry is going through two simultaneous transitions… accelerated computing and generative AI. A trillion dollars of installed global data center infrastructure will transition from general purpose to accelerated computing as companies race to apply generative AI into every product, service and business process.”
– NVIDIA CEO/Founder Jensen Huang
#A.I.Supercycle

“We’ve had to kind of carve out a more mission-aware brand that would appeal to developers who identify with broader sustainability issues.”
– Honeywell Connected Enterprise President Kevin Dehoff
#ESGAsARecruitingPitch