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The Drill Down

The Drill Down

704 episodes — Page 12 of 15

S1 Ep 154Ep. 154: DICE Therapeutics CEO Kevin Judice, Brunswick, Chegg

DICE Therapeutics CEO Kevin Judice, PhD., (DICE), explains the company’s focus on democratizing skin disease therapies. Brunswick (BC) says the business is doing well… but is anyone listening? Chegg (CHGG) sounds the alarm about the current state of higher education in the U.S. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 4, 202244 min

S1 Ep 153Ep. 153: Riot Blockchain CEO Jason Les (RIOT), HCA Healthcare, Hewlett Packard Enterprise, Marine Products

The industrial era for crypto? Riot Blockchain CEO Jason Les (RIOT)’s unique source of cheap power promises a big bump in bitcoin mining. Is HCA Healthcare (HCA) showing the rest of us just where the latest bout of inflation could be permanent? Why Hewlett Packard Enterprise (HPE) expects demand to be strong. Why Marine Products (MPX) may be saying something different from what we are hearing from the market. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 25, 202242 min

S1 Ep 152Ep. 152: SolarWinds CEO Sudhakar Ramakrishna (SWI), American Airlines, C4 Therapeutics, EnLink Midstream

SolarWinds CEO Sudhakar Ramakrishna (SWI) weighs in on the current cybersecurity threat from the Kremlin, how his company has evolved since being hacked in 2020 and what SolarWinds is doing to manage an explosion in home-based security concerns for its customers. Why American Airlines (AAL) shares may not reflect the health of its business or the industry at large. Why C4 Therapeutics (CCCC) may change its plan to create a therapy that would encourage cancerous tumors to kill themselves. How EnLink Midstream (ENLC) is quietly benefiting from the expanded drilling for shale oil. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 13, 202240 min

S1 Ep 151Ep. 151: dLocal COO Sumita Pandit, Blend Labs, Crane, BlackBerry

dLocal COO Sumita Pandit (DLO) explains how her fintech connects global merchants to consumers in emerging markets – and covers all aspects of a transaction no matter the local currency. Newly public Blend Labs (BLND) struggles with rising interest rates and stiff cloud competition. Crane (CR) makes a big move to take on Block and other payment companies and to remind investors about the value of the company's various divisions. BlackBerry (BB) insists it has the stuff to be a cybersecurity success… but where are the customers? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 6, 202234 min

S1 Ep 150Ep. 150: Criteo CEO Megan Clarken, Paychex, RH, IGM Biosciences

How digital media powerhouse Criteo and its new CEO Megan Clarken (CRTO) are finding ways around the privacy limitations from Apple and Facebook. Fintech heavyweight Paychex (PAYX) finds new lines of business are possible thanks to millions of workers quitting their jobs. Why RH (RH) is blaming Russia for its weak results. What IGM Biosciences (IGMS) needs to do with a lifesaving cash infusion from Sanofi. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 30, 202240 min

S1 Ep 149Ep. 149: Legend Biotech (LEGN) CEO Ying Huang, PhD., Helmerich & Payne, U.S. Steel, Brunswick Corporation

Legend Biotech CEO Ying Huang, PhD., (LEGN) tells us about the company’s newly approved treatment for a rare and complicated blood cancer and on LEGN’s partnership with Johnson & Johnson. Helmerich & Payne (HP) may see rising demand for rigs as oil companies prepare for an uptick in U.S. production. How U.S. Steel (X) will benefit as some Trump-era tariffs are ended. Brunswick Corporation (BC) throws cold water on the idea that higher gas prices may lead to lower demand for boats. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 24, 202242 min

S1 Ep 148Ep. 148: WM Technology CEO Chris Beals (MAPS), Jabil, HollyFrontier, KAR Auction Services

How Weedmaps plans to become the Amazon and Shopify of cannabis. We talked to WM Technology CEO Chris Beals (MAPS). How contract technology manufacturer Jabil (JBL) seems to be navigating supply chain issues — with a big help from APPLE. HollyFrontier (DINO) moves profitably from refining OIL to refining renewables. How KAR Auction Services (KAR) may have quietly sold you your recent used car. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 16, 202249 min

S1 Ep 147Ep. 147: ZeroFox CEO James Foster (LNFA), Bumble, Trean Insurance Group and Tidewater.

ZeroFox CEO James Foster (LNFA) on crafting a successful SPAC IPO and landing one of the largest and most sensitive government security contracts. Bumble (BMBL) shares the hard facts of just how much love was lost during the pandemic. Despite significant struggles, Trean Insurance Group (TIG) says it has no plans to change its strategy moving forward. How Tidewater (TDW) is building a renewable energy empire across the globe. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 11, 202245 min

S1 Ep 146Ep. 146: Oshkosh CEO John Pfeifer (OSK), Beyond Meat, Opendoor Technologies and Nordstrom (JWN).

An exclusive interview with Oshkosh CEO John Pfeifer (OSK) on converting gas powered postal trucks to electric power. Will partnerships with restaurants and fast-food chains rescue Beyond Meat (BYND)? What home-flipper Opendoor Technologies (OPEN) plans to do with its thousands of unsold homes. The steps Nordstrom (JWN) has been taking to improve performance and bring awareness to its brand. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 3, 202247 min

S1 Ep 145Ep. 145: Vera Therapeutics CEO Marshall Fordyce (VERA), CVR Energy, American Axle & Manufacturing Holdings

How Vera Therapeutics CEO Marshall Fordyce (VERA) is targeting the source of a rare kidney disease… and the area of clinical research that needs the most innovation. The CEO of CVR Energy (CVI) offers clues that he may be focused on stock gains rather than business gains. Data from American Axle & Manufacturing Holdings (AXL) suggests that Tesla’s days as the electric car leader may be numbered. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 23, 202241 min

S1 Ep 144Ep. 144: Absolute Software CEO Christy Wyatt (ABST), ViacomCBS, Devon Energy and Shopify.

The cybersecurity company aiming to make devices more resilient and able to self-heal… Absolute Software CEO Christy Wyatt (ABST) is our guest. ViacomCBS (VIAC) attempts to reframe itself as a streaming king… but the way it mishandled the streaming rights to one of the company’s most popular shows is a source of deep concern. How Devon Energy (DVN) emerged a winner throughout the pandemic and why the company isn’t putting much faith in higher oil costs. Shopify (SHOP) struggles to adjust to a post-pandemic e-commerce landscape… and also wants to know where to find good engineers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 16, 202241 min

S1 Ep 143Ep. 143: SailPoint CEO Mark McClain (SAIL), New Relic. Pfizer, Chipotle Mexican Grill

SailPoint CEO Mark McClain (SAIL) gives details about his novel approach to internet security. Why tech company New Relic (NEWR) is struggling in the face of rising competition and keep its turnaround on track. How Pfizer (PFE) scored its blockbuster quarter… and tells us about a promising new therapy on the horizon. Chipotle Mexican Grill (CMG) keeps its focus on digital sales while trying to manage inflation pressures. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 9, 202242 min

S1 Ep 142Ep. 142: Latch CEO Luke Schoenfelder, Alphabet, Clorox, ConocoPhilips

Latch CEO Luke Schoenfelder (LTCH) tells us how he’s using new technology to update the apartment industry. How Alphabet’s (GOOG) smart bidding works… and how its artificial intelligence is helping advertisers. Why Clorox (CLX) may be finding it challenging to pass inflation pressures onto consumers. How ConocoPhillips (COP) is discovering new oil while managing risk. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 3, 202234 min

S1 Ep 141Ep. 141: Axos CEO Greg Garrabrants, Boeing, Intel, Tesla

Axos CEO Greg Garrabrants (AX) explains his strategy of making big returns on investments even when the company’s stock faces pressure. What Boeing (BA) is doing with a surplus of inventory. How Intel (INTC) is managing growing chip competition. Why Tesla (TSLA) continues to promise self-driving cars. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 28, 202235 min

S1 Ep 140Ep. 140: Ideanomics CEO Alf Poor, Procter & Gamble, J B Hunt Transport Services, Cardiff Oncology

Ideanomics CEO Alf Poor (IDEX) responds to short sellers who accuse the company of fraud. You’ll be surprised what the CEO admits to. Why Procter & Gamble (PG) price increases may be tough on customers, but good for P&G. J B Hunt Transport Services (JBHT) has more business than it can handle. Cardiff Oncology’s (CRDF) colorectal cancer study isn’t liked by the market, but cancer patients digging deeper might see some hope. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 19, 202242 min

S1 Ep 139Ep. 139: Inventiva Pharmaceuticals CEO Frederic Cren, Albertsons, Delta Air Lines, Concrete Pumping Holdings

Inventiva Pharmaceuticals CEO Frederic Cren (IVA) discusses his possible treatment for a liver disease affecting a huge population of overweight americans. How Albertsons (ACI) is relying on its so-called “loyalty ladder” and an online strategy to push sales higher and keep inflation pressures in check. Why Delta Air Lines (DAL) isn’t sweating the timing of Omicron’s pandemic surge. Concrete Pumping Holdings (BBCP) says commercial construction is making a comeback. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 13, 202230 min

S1 Ep 138Ep.138: Rocket Lab CEO Peter Beck, FuelCell Energy, Beyond Meat, Nextier Oilfield Solutions

How Rocket Lab CEO Peter Beck (RKLB) gives SpaceX a run for its money– quietly launching over 100 satellites with dozens of launches. FuelCell Energy (FCEL) needs a bigger boat. How Beyond Meat (BYND) announces and reannouncesan old deal for a new boost to the stock price. A big bet on green fracking rigs pays off for Nextier Oilfield Solutions (NEX). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 6, 202237 min

S1 Ep 137Ep.137: Agilent CEO Mike McMullen, Destination XL Group, Builders FirstSource, Yellow

Agilent CEO Mike McMullen (A) tells us about the company’s most promising business unit. Destination XL Group (DXLG) shows retailers how to make a comeback during a pandemic… especially when waistlines expand. Builders FirstSource (BLDR) pre-fabs its way to success in 2021 and makes the best of supply chain hurdles. The innovative long-term turnaround strategy employed by Yellow (YELL). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 31, 202138 min

S1 Ep 136Ep. 136: Hain Celestial CEO Mark Schiller, Lennar, Rite Aid, Paychex

Hain Celestial CEO Mark Schiller (HAIN) explains how the pandemic is changing our eating habits. Lennar (LEN) shares its view of the housing market in 2022. How Rite Aid (RAD) is preparing for COVID to be with us for a long time. Paychex (PAYX) explains why inflation is good. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 23, 202137 min

S1 Ep 135Ep. 135: IDACORP CEO Lisa Grow, Lowe’s, Invitation Homes, Sportsman's Warehouse

IDACORP CEO Lisa Grow (IDA) explains why she believes clean energy and combating climate change requires power companies. Lowe’s (LOW) finds that retail, like politics, is local. The largest renter of single family homes in the country, Invitation Homes (INVH), gives us a unique perspective on inflation. Sportsman's Warehouse (SPWH) gives us clues as to how gun sales have performed during the Biden Administration. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 16, 202138 min

S1 Ep 134Ep. 134: Lottery.com CEO Tony DiMatteo, Hershey, Cenovus Energy, StitchFix

Why have Lottery.com shares collapsed since its SPAC IPO? $LTRY CEO Tony DiMatteo defends the company. Hershey (HSY) finds its e-commerce footing during the pandemic -- it’s all about Pirate Booty! Hear how President Biden’s net-zero pledge could help oil sands producer Cenovus Energy (CVE). New strategies blow up in the face of the new StitchFix (SFIX) CEO Elizabeth Spaulding. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 8, 202142 min

S1 Ep 133Ep. 133: BigCommerce CEO Brent Bellm, Alibaba, Autodesk, Prologis

Why BigCommerce CEO Brent Bellm (BIGC) believes he has a smarter way to do e-commerce. Behind the incredible downward trajectory of one of the world’s biggest e-commerce companies, Alibaba (BABA). Autodesk (ADSK) offers a peek into why supply chain issues affect the sales of digital software. Prologis (PLD) gives us their unique take on building supply chain issues. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 1, 202132 min

S1 Ep 132Ep. 132: Planet Labs CEO Will Marshall, Peloton Interactive, Anaplan, Eargo

Planet Labs CEO Will Marshall explains how machine learning powered software and hundreds of powerful satellites will bring profits back to earth. And the turkeys of the stock market, struggling Peloton Interactive (PTON), Anaplan (PLAN) without a plan and Eargo (EAR) the hearing aid maker fighting off a criminal insurance fraud investigation. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 25, 202142 min

S1 Ep 131Ep. 131: 3D Systems CEO Dr. Jeffrey Graves, TJX Companies, StoneCo, Visa, Amazon

How 3D Systems CEO Dr. Jeffrey Graves (DDD) is rebooting the company. TJX Companies (TJX) manages rising wages and supply chain costs. Warren Buffett’s favorite fintech, StoneCo (STNE), collapses amid stories of Chinese hacking, an FBI raid and Brazilian credit fraud. Tension between Visa (VISA) and Amazon (AMZN). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 18, 202137 min

S1 Ep 130Ep. 130: Wejo CEO Richard Barlow, Codexis, Bill.com, Confluent

Wejo CEO Richard Barlow explains why he believes the future of transport is in data. As Codexis (CDXS) sees its biofuels business crash… the company finds a potential COVID cure in the ashes. Bill.com (BILL) sees spectacular growth with its more recent acquisition. How big-data company Confluent (CFLT) is innovating inventory management. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 10, 202127 min

S1 Ep 129Ep. 129: Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers, Criteo, Mondelez International, Irhythm Technologies

Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers (GAME). How digital marketing company Criteo (CRTO) avoided the fate of other online media companies. Mondelez International’s (MDLZ) winning strategy around raising prices. Irhythm Technologies (IRTC) got crushed by Federal bureaucrats earlier in the year… now it fights its way back. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 3, 202131 min

S1 Ep 128Ep. 128: dMY Technology CEO Niccolo de Masi, Zendesk, United States Steel, Lendingtree, Evergrande

What makes a good SPAC with dMY’s CEO Niccolo de Masi. Why a mega-merger from Zendesk (ZEN) looks ridiculous. United States Steel (X) plots its future by hiring talent from outside the steel industry. Lendingtree (TREE) soars despite a surge in car crashes. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 202141 min

S1 Ep 127Ep. 127: MannKind CEO Michael Castagna, Ultra Clean Holdings, LendingClub, Proto Labs, Facebook, Activision Blizzard

How MannKind CEO Michael Castagna (MNKD) is managing disappointing news from the FDA and staying focused on its goal of making hyper-personalized therapies. Ultra Clean Holdings (UCTT) sees an end to the global chip shortage. LendingClub (LC) focus on loan originations sees a big payoff. Why Proto Labs (PRLB) may be failing to course correct despite months of effort. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 202137 min

S1 Ep 126Ep. 126: Arcturus Therapeutics CEO Joseph Payne, Spotify, Rollins, Robinhood Markets

Could Arcturus Therapeutics CEO Joseph Payne (ARCT) have a new COVID-19 vaccine and get to market through a trial in VIETNAM? Spotify (SPOT) rides, what else, podcasts to explosive growth. Rollins (ROL) juggles the concepts of organic growth versus acquired growth. Did Robinhood (HOOD) fool us all with exaggerated crypto-trading right before the IPO? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 27, 202133 min

S1 Ep 125Ep. 125: HIVE Blockchain Technologies CEO Frank Holmes, Bitcoin, Ethereum, Facebook, Lockheed Martin, Polaris

HIVE Blockchain Technologies CEO Frank Holmes (HIVE) tells us how he created the giant cryptocurrency miner. The numbers don’t lie… and the numbers show how Facebook (FB) keeps growing despite the challenging headlines. Lockheed Martin (LMT) claps back after being accused of running a rudderless ship. Polaris (PII) has supply chain problems…. but the company may see a light at the end of the tunnel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 26, 202135 min

S1 Ep 121Ep. 124: Karooooo CEO Zak Calisto, Tesla, Vroom, Guardant Health, Beyond Meat

How Karooooo CEO Zak Calisto (KARO) monitors vehicle fleets and uses software to fight crime in Africa. Guardant Health (GH) shows positive results for a groundbreaking blood test for a type of cancer. How Vroom (VRM) manages the struggle of selling cars online. Beyond Meat (BYND) is reminded that the numbers don’t lie. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 25, 202132 min

S1 Ep 123Ep. 123: Montrose Environmental CEO Vijay Manthripragada, Boston Beer vs. SNL, Whirlpool inflation and Snap vs. Apple.

What Saturday Night Live taught us about the hard seltzer business ($BOS). Montrose Environmental’s CEO sees dollars in environmental cleanup ($MEG). Whirlpool sees the worst inflation in 22 years ($WHL). And are problems at $SNAP problems for all of us, problems for advertisers or a sign of Apple’s success at protecting customer privacy. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 22, 202136 min

S1 Ep 122Ep. 122: Tesla accounting, Adaptive Biotech’s cancer blood test, IBM and AutoNation

A blood test for cancer? Adaptive Biotech founders Chad and Harlan Robins explain. (Yes, they’re brothers!) (ADPT) Tesla’s novel accounting treatment for non-existent Full Self Driving Cars (TSLA). AutoNation says car shortages will persist through 2023 (AN). The Incredible Shrinking IBM. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 21, 202148 min

S1 Ep 121Ep. 121: Crapware no more w. Perion Networks, Ulta Beauty, Baker Hughes, breast cancer cure w. Radius Health

Crapware no more! Perion Networks embarks on an era of, imagine this, useful software with CEO Doron Gerstel (PERI). Ulta Beauty paints a pretty picture of targeting customers digitally in physical stores. Baker Hughes, an oil services giant, felled by the semiconductor supply chain failure (BKR). And a primer on breast cancer and a promising treatment for some genetically unique forms of breast cancer from Radius Health (RDUS). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 20, 202138 min

S1 Ep 120Ep. 120: Progress Software CEO Yogesh Gupta, Johnson & Johnson, EverQuote, Canadian National Railway, Coinbase

What a tech company looks like when acquisitions are central to its business model. Progress Software CEO Yogesh Gupta (PRGS) explains his M&A mindset. Johnson & Johnson (JNJ) reports relatively COVID sales -- we’ll tell you why that doesn’t matter. Online insurance marketplace EverQuote (EVER) struggles with challenges in the auto insurance market. Canadian National Railway (CNI) responds to activist investors. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 19, 202136 min

S1 Ep 119Ep. 119: ChromaDex CEO Rob Fried, Zillow, Albertsons, Latham Group

Benjamin Button in a bottle? ChromaDex CEO Rob Fried (CDXC) says he has a pill that can reverse aging, from the LD Micro Conference. Zillow (Z) finds that flipping houses in a bull market isn’t as easy as it looked. How to raise prices on the sly: a lesson from Albertsons (ACI). Latham Group (SWIM) on the hunt for acquisition targets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 18, 202133 min

S1 Ep 118Ep. 118: IDT CEO Shmuel Jonas, JPMorgan, Goldman Sachs, Duck Creek Technologies, Catchmark Timber Trust, Bitcoin

IDT finds telecommunications gold dealing with customers other companies just don’t understand. (IDT) CEO Shmuel Jonas sits down with us from the LD Micro Conference. NPR journalists say consumers have rising credit problems. But what does JPMorgan Chase (JPM) say? Software provider Duck Creek Technologies (DCT) struggles to find its footing and the company’s guidance sparks a few questions. Catchmark Timber Trust (CTT) demonstrates how not to make an exit from a bad business deal. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 15, 202137 min

S1 Ep 117Ep. 117: Strip joint operator RCI Hospitality CEO Eric Langan, Coinbase, Macy’s, Boeing, Plug Power, Caterpillar, Del Taco

The business of strip clubs with RCI Hospitality CEO Eric Langan (RICK) from the LD Micro Conference. We talk about avoiding fraud, hiring strippers, steering clear of organized crime, “family themed” bikini-clad waitresses and private jets. Also, the high stakes of hydrogen fuel-cell company Plug Power’s (PLUG) talks acquisitions and hiring in upstate New York. And Caterpillar’s (CAT) big bet on autonomous and electric trucks. Del Taco (TACO) says California’s new minimum wage is pushing up wages everywhere. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 14, 202135 min

S1 Ep 116Ep. 116: Lightwave Logic CEO Dr. Michael Lebby, Lincoln Park, Delta Air Lines, Apple, Berkeley Lights, Alitalia

Can Lightwave Logic actually transmit data at higher speeds with less power? And how long has financier Lincoln Park been its benefactor? We discuss with CEO Dr. Michael Lebby (LWLG). Rising labor fuel costs and collapsing productivity causes turbulence for Delta Air Lines (DAL). Apple’s (AAPL) news about chip shortages might not have been news at all. A short seller circles Berkeley Lights (BLI). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 14, 202131 min

S1 Ep 115Ep. 115: Newtek Business Services CEO Barry Sloane, MaxLinear, MGM Resorts International, Valvoline, General Motors

Newtek Business Services (NEWT) buys a bank and transforms the company -- and the shareholder base. An interview with CEO Barry Sloane from the LD Micro Conference in Los Angeles. Short sellers go after MaxLinear (MXL) and its now-controversial acquisition strategy? MGM sees that the NFL is driving online sports betting -- but iGaming could be even bigger. Why Valvoline (VVV) is separating its two business segments and synthetic oil is driving higher tickets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 12, 202130 min

S1 Ep 114Ep. 114: Zscaler CEO Jay Chaudhry, New Fortress Energy, Aspen Technology, Protagonist Therapeutics, Southwest Airlines, Amazon

Is the Biden administration really putting their money where their mouth is on cybersecurity? A report card from Zscaler CEO Jay Chaudhry (ZS). How surging gas prices are strangely helping New Fortress Energy (NFE). Emerson Electric hopes a software merger with Aspen Technology (AZPN) will transform an old industrial business. Protagonist Therapeutics (PTGX) celebrates after the FDA lifts a clinical hold on its experimental cancer drug. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 11, 202130 min

S1 Ep 113Ep. 113: Open Lending with Villere portfolio manager Lamar Villere, ChemoCentryx, Allogene Therapeutics, Opendoor Technologies, Facebook

Better cheaper auto loans through Open Lending (LPRO)? We drill down with portfolio manager Lamar Villere. Biotech ChemoCentryx (CCXI) gets a shocking FDA approval for its vasculitis drug. Meanwhile, cancer patients get heart breaking news from the FDA halting once-hopeful trials from Allogene Therapeutics (ALLO). Opendoor Technologies (OPEN) rearms its war chest with $9 billion to buy houses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 8, 202132 min

S1 Ep 112Ep. 112: TransMedics with Changebridge Capital CIO Ross Klein, Resources Connection, Kellogg, Lamb Weston Holdings, United Airlines

How TransMedics (TMDX) is using technology to improve its thermos and transplant business. Changebridge Capital CIO Ross Klein drills down on the company. Resources Connection (RGP) shows how business consulting can be good business. Kellogg (K) workers go on strike demanding higher wages amidst a surge in cereal sales. Lamb Weston Holdings (LW) finds out potatoes are not immune to inflation pressures. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 7, 202130 min

S1 Ep 101Ep. 111: Flotek CEO John Gibson, Facebook, Twitch, Acuity Brands, Takeda Pharmaceutical, Noodles & Co

Oil and gas executives may say they care about the environment. But, what about oil and gas workers? We get the inside story from Flotek CEO John Gibson (FTK). Acuity Brands (AYI) shares the latest in a litany of shipping woes… and also worries about power outages in China. Takeda Pharmaceutical (TAK) faces challenges with what was once a promising therapy. Noodles & Co (NDLS) gives us insights into the business model behind ghost kitchens. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 6, 202138 min

S1 Ep 110Ep. 110: Diebold Nixdorf with Zeo Capital's Marcus Moore, Unity Software, Braemar Hotels & Resorts, MarineMax, Visa, Apple

Even ATM-sales took a hit during COVID, but are they back? We talk Diebold Nixdorf (DBD) with Zeo Capital's Marcus Moore. How Unity Software (U) is expanding on its video-game business and 3D gaming to a multiverse for... Walgreens. The return of the pandemic forces Braemar Hotels & Resorts (BHR) to adjust its expectations. Boating retailer MarineMax (HZO) gets a bigger boat… in fact, a lot of them. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 5, 202130 min

S1 Ep 109Ep. 109: Evolv with SineWave's Yanev Suissa, BioNTech, Perion Network, Amplify Energy

Can weapons detection company Evolv Technology (EVLV) make schools safer? SineWave's Yanev Suissa tells us about Evolv’s new technology to keep guns out of schools. How vaccine-maker BioNTech (BNTX) is getting ready for the next Covid-19. Perion Network (PERI) hopes to breathe new life into its tracking software by acquiring a video platform Vidazoo. After a massive oil spill off the coast of California, we have the CEO of Amplify Energy (AMPY) on tape explaining his now controversial plans for his wells. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 4, 202134 min

S1 Ep 108Ep. 108: Esports Technologies CEO Aaron Speach, Palantir Technologies, Acceleron Pharma, Merck, NeoGenomics

How to build a global business one influencer at a time. Esports Technologies CEO Aaron Speach (EBET) tells us his growth strategy and why his company is acquiring Aspire Global. Can Palantir Technologies (PLTR) continue to dominate big data without large government surveillance contracts? Acceleron Pharma (XLRN) is acquired by Merck (MRK) in a push for rare-drugs. NeoGenomics (NEO) may be the target of a takeover. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 1, 202135 min

S1 Ep 107Ep. 107: Huntington National Bank‘s David Klink on AMD, CarMax, Workhorse, AngioDynamics, Marijuana

How AMD became a semiconductor giant with Huntington National Bank’s David Klink (AMD). CarMax (KMX) slammed by inventory shortages and weak profits. Struggling eclectic vehicle maker Workhorse (WKHS) shakes up its executive ranks— again! Could AngioDynamics (ANGO) NanoKnife sales benefit from the end of COVID? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 30, 202131 min

S1 Ep 106Ep. 106: Crowdstrike CEO George Kurtz, Dollar Tree, EQT Corporation, Lightspeed Commerce, Evergrande

The mack daddy of cyber security, Crowdstrike CEO George Kurtz (CRWD) shows how machine learning can fight ransomware. Inflation story of the year! Dollar Tree (DLTR) breaks the buck and plans to sell stuff for more than $1! Why is EQT (EQT) taking advantage of the high price of natural gas in selling a pile of stock? The story behind short sellers Spruce Point questioning growth figures, customer data and the size of Lightspeed Commerce (LSPD). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 29, 202136 min

S1 Ep 105Ep. 105: ZoomInfo CEO Henry Schuck, Hyzon Motors, SandRidge Energy, Gogo

Can artificial intelligence find you customers ready to spend? ZoomInfo (ZI) CEO Henry Schuck explains how. A look at the incendiary short-seller accusations against electric vehicle maker Hyzon Motors (HYZN). The natural gas driller benefiting most from soaring prices: SandRidge Energy (SD). And Gogo’s (GOGO) business goes bonkers as private air travel expands. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 28, 202136 min