BullseyeUS focused but what it most interesting is that he's now moving back into telehealth, notably TDOC. GLTA
Don't get caught up in the value trade 'fashion show':
Bullseye's Adam Johnson
Bullseye Brief Founder and Author Adam Johnson says there is more of a place for value now as supply chains normalize, but growth is far from done. He says investors should be nimble and ready to invest in beaten up clean energy tech stocks like Ballard Power when its dip stabilizes, because the pendulum will eventually swing the other way.
https://www.bnnbloomberg.ca/video/don-t-get-caught-up-in-the-value-trade-fashion-show-bullseye-s-adam-johnson~2196129