Sample Issue


Bullseye explores American Ingenuity, the people and companies transforming our world. When I find a stock with a great story, supported by compelling data and a newsy hook, I write it up as a Bullseye pick and put it in the portfolio. I publish Bullseye every Sunday morning at 7am.

Bullseye has significantly outperformed the S&P 500 Index since launching in 2016. 

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


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


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


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

“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

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