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.
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  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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Supercharging Radiology

Faster, Definitive Diagnoses
  • Charged-particle chemicals illuminate targeted tissues on x-rays to help doctors diagnose/treat disease
  • $6.7B global radiopharma market expected to grow 8% annually through 2034 (Precedence Research)
  • Top radiopharma company commands 12-15% share and joins the IBD 50 list of high momentum stocks

Better Mousetrap – I entered Princeton as a pre-med, emerged an economics major, and today embrace these two divergent paths with the introduction of a life-sciences pioneer for our American Ingenuity portfolio. The company is supercharging how radiologists use x-rays to peer into the body, adding chemicals that target and illuminate certain cells and tissues. Disease can be spotted more quickly, and treatment initiated more promptly… often without the need for expensive exploratory surgeries. It’s a $6.7B annual market growing 8% annually, and the leading company has a 12-15% marketshare. Its shares are also quite cheap, trading at less than the S&P 500 Index on a P/E basis.

November 22, 2024

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Enabling AI… Under the Radar

Top Systems Designer and Builder
  • 40% of companies in the S&P 500 mentioned Artificial Intelligence in their first quarter conference calls.
  • AI requires not only high-powered semiconductors but also multi-layered hardware and software networks.
  • Meg-cap tech companies began accelerating AI capex only last year, suggesting the cycle is still early.

Preparation – Part of my process for uncovering new stocks involves screening with a computer, where I narrow the S&P 1500 to two dozen candidates based on factors like growth, profitability or price. I then investigate each company to see what stands out. One such candidate appeared on two of my screens simultaneously last week, and that only happens a couple times a quarter. Digging deeper, I found that other stock pickers like it too… AND that the company is a partial bet on Artificial Intelligence. With so many factors lining up, this new discovery joins our American Ingenuity portfolio.

November 22, 2024

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Right In Front of Us

Back-Door Beneficiary
  • GDP and earnings growth supported by business-friendly policies signal bull market gains ahead
  • Buying great American companies that have stumbled is a theme that has served me well over time
  • Leading US parcel delivery service poised to see mid-teens or higher earnings rebound early next year

When Great Companies Stumble – You buy them. This is a strategy that has served me well across my investing career. General Electric plummeted to $5 before splitting itself into Aviation and Healthcare, unlocking significant value that enabled those new tracking stocks to rise many times over. Facebook fell 80% to $80, then pivoted from metaverse to AI and saw shares soar to $600. Recent Bullseye addition 3M Corp. is enjoying a rebirth, as is long-beleaguered Intel. We’ve owned them all, and today I’m adding another great American company due for a bounce. It’s an iconic logistics company well-positioned to benefit from potential tariffs and government efficiency. It’s also historically cheap and yields nearly 5%. There’s a lot to like.

November 22, 2024

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9

As in credit card delinquencies fall below 9% for the first time in three months, as incomes rise faster than inflation.
#Finally

29

As in LA/Long Beach container imports rise 29% as companies stock up on inventories ahead of expected China tariffs.
#Smart

100

As in Elon Musk’s new supercomputer uses a record 100k Nvidia processors to crunch data, the largest AI project to date.
#DOGE

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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

“Many investors are making the bet that this administration is going to take a free market approach to M&A.”
– Meritech Capital Partner Alex Clayton
#M&AIsBullish

“The amount of traffic that’s starting to be generated by AI is monumental.”
– Digital Realty CTO Chris Sharp
#InfrastructureBuildoutIsBullish