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, timely 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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Protecting The People

#1 Public Safety Platform
  • Law enforcement is increasingly going high-tech, integrating AI, GPS, body cams and drone surveillance
  • 95% of US police departments and government agencies rely on equipment produced by one company
  • This dominant public safety stock down 45% despite 30% growth presents tactical buying opportunity

Brave New World – Battlefields, borders and inner cities are becoming increasingly technical, with surveillance and analysis augmenting brute force and intimidation. The vast majority of US police officers now carry tasers and body cameras, as GPS tracks their whereabouts and AI shapes their responses. It’s an all-new, fully integrated operating system for public safety, and one company is leading the charge.

July 17, 2026

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Enough Is Enough… Buy

AI Use-Case Not Casualty
  • Software stocks have been cut in half on concern AI can replicate their platforms at a fraction of the cost
  • Software companies integrating custom AI agents into their business models get no credit from the market
  • Leading small business logistics platform has transformed into an AI success story but trades at a 10x P/E

Tried & True – 2010 Portfolio Manager of the Decade David Herro shared with me his favorite value screen while we appeared on Bloomberg TV together many years ago. His three-metric formula screens for profitability and growth at a discount. Specifically, he likes stocks trading less than 10 times cash flow, with net debt of less than two times cash flow, and a 3-year average return on equity of at least 13%. Impressive, but we can do even better. There’s company revered by small businesses for its tax, accounting and email platforms whose stock trades at less then 10x cash flow… despite being virtually debt-free and generating an ROE of more than 30%. Shares have fallen 70% and now trade at a single-digit P/E on the assumption AI will replace it for free. To the contrary, management has integrated AI and business is booming.

July 17, 2026

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The Speed of Light

Picks & Shovels for AI
  • Optical networking enables data transmission at the speed of light, thousands of times faster than copper
  • Data center complexity demands optical networking equipment in order to function at peak performance
  • Just half a dozen companies produce optical components at scale and only one is an Nvidia partner

New Solution – The AI buildout creates many bottlenecks, and the latest involves data transmission at speed. Because data centers pile thousands of Nvidia chips atop another, and copper wire doesn’t push data fast enough, designers are pivoting to optical networks that operate at the speed of light. Demand for this technology is creating a generational opportunity for optical component suppliers, especially the world #1 manufacturer of lasers, transceivers, and co-packaged optics (CPO) that fit everything on one chip. I think of it as picks and shovels at the speed of light.

July 17, 2026

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As in doctors at UCSD have successfully orchestrated the first-ever surgery executed by a humanoid robot.
#MindBoggling

74

As in Boston Consulting Group estimates that 74% of front-line, white-collar workers use AI every day at the office.
#YourNewOfficeWife

570

As in Microsoft’s latest monthly “Patch Tuesday” email included fixes for 570 vulnerabilities in its Windows software.
#AndThat’sJustOneMonth

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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 Reid Hoffman
#AmericanIngenuity

“Eliminating monitors that cut engine power when exhaust fumes spike could knock $6k off the cost of a new truck.”
– EPA spokesperson
#DoIt

“We’ve entered a world where new AI models are considered secure when the government says so.”
– AEI fellow Will Reinhart
#We’reFromTheGovernmentAndWe’reHereToHelp