
The Drill Down
735 episodes — Page 12 of 15

S1 Ep 185Ep. 185: Five Below CEO Joel Anderson, Tesla, Vapotheroem, Enochian Biosciences
Five Below CEO Joel Anderson (FIVE) explains his expansion strategy for 2023 and how he uses technology to anticipate his customers’ needs. Are Tesla’s (TSLA) problems all about Elon Musk? Vapotheroem (VAPO) looks for a way forward without a pandemic. Enochian Biosciences (ENOB) struggles to move beyond multiple controversies. 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

S1 Ep 184Ep. 184: DigitalOcean CEO Yancey Spruill, Calavo Growers, FuelCell Energy, Worthington Industries
Cloud computing heavyweight DigitalOcean CEO Yancey Spruill (DOCN) on building a winning digital strategy and competing with Amazon Web Services. How avocado giant Calavo Growers (CVGW) manages shifting inflationary pressures. Why FuelCell Energy (FCEL) may be running out of fuel. How steel company Worthington Industries (WOR) is preparing for 2023. 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

S1 Ep 183Ep. 183: TravelCenters of America CEO Jonathan Pertchik, Lennar, RCI Hospitality Holdings, Rev Group
TravelCenters of America CEO Jonathan Pertchik (TA) gauges the health of the U.S. consumer through the lens of the open road. How homebuilding giant Lennar (LEN) is preparing for more challenges to the housing industry. Strip club king RCI Hospitality Holdings (RICK) goes on a shopping spree and strategizes on wooing a younger clientele. Rev Group (REVG) finds work making fleets of school buses. 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

S1 Ep 182Ep. 182: Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM), Lululemon, DocuSign, Johnson Outdoors
Will flying cars ever get off the ground? Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM) makes the case for its vertical take-off and landing jets. Lululemon (LULU) has a unique spin on its inventory. Where DocuSign (DOCU) keeps finding new customers. How Johnson Outdoors (JOUT) successfully managed supply chain concerns. 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

S1 Ep 181Ep. 181: Alteryx CEO Mark Anderson, Hormel, Docusign, Inotiv
How Alteryx CEO Mark Anderson (AYX) is making data analysis available to everyone. Hormel (HRL) gets a taste of higher feed costs. Who is running Docusign (DOCU)? How monkey smuggling cost Inotiv (NOTV) $250 million. 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

S1 Ep 180Ep. 180: Aflac COO Fred Crawford, Warner Music Group, Abercrombie & Fitch, Dollar Tree
Aflac COO Fred Crawford (AFL) explains the insurance giant’s international strategy. Behind Warner Music Group’s (WMG) digital evolution. Abercrombie & Fitch (ANF) sees the upside of people returning to the office. What Dollar Tree (DLTR) understands about its customers that other discount retailers may want to study. 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

S1 Ep 179Ep. 179: National Energy Services Reunited CEO Sherif Foda, Walmart, TJX Companies, Shoals Technologies
The only Saudi Arabian company listed in the United States, National Energy Services Reunited CEO Sherif Foda (NESR), shares insight into global oil markets. How Walmart (WMT) and TJX Companies (TJX) are making inflation their friend… and handling a big change in supply chains. How Shoals Technologies (SHLS) is handling a huge surge in the solar business. 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

S1 Ep 178Ep. 178: Columbus McKinnon CEO David Wilson, R1 RCM, Plug Power, Silvergate Capital
Columbus McKinnon CEO David Wilson (CMCO) gives us a glimpse into the health of factories across the globe. How cryptocurrency bank Silvergate Capital (SI) is managing challenges among crypto exchanges. Why some of R1 RCM’s (RCM) healthcare industry customers are having trouble paying their bills. How hydrogen fuel cell company Plug Power (PLUG) continues to plug forward in the race for more electric vehicles. 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

S1 Ep 177Ep. 177: Lightwave Logic CEO Michael Lebby, W. W. Grainger, Civitas Resources, Tge New York Times Company
When might Lightwave Logic CEO Michael Lebby (LWLG) deliver on its promise of making the internet faster? The secret sauce propelling growth at W. W. Grainger (GWW). Managing the drilling strategy at oil and gas company Civitas Resources (CIVI). The digital lifeline improving prospects at The New York Times Company (NYT). 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

S1 Ep 176Ep. 176: Sprinklr CEO Ragy Thomas, Spotify, Teradyne, Crown Holdings
Sprinklr CEO Ragy Thomas (CXM) tells us how he plans on beating his competitors in the booming social customer service software market. Why Spotify (SPOT) is so confident in its podcasting business. Semiconductor and electronics test maker Teradyne (TER) gives us a glimpse into the health and future of the tech industry. Crown Holdings (CCK) reveals the raw materials headwinds it faces. 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

S1 Ep 175Ep. 175: Planet Labs CEO Will Marshall, Silvergate Capital, Netflix, Lockheed Martin
What Planet Labs CEO Will Marshall (PL) is doing to combat climate change… and make its mark in the emerging space industry. Crypto bank Silvergate Capital (SI) hints at when its stablecoin may be ready. How Netflix (NFLX) got its groove back… and revels the eye popping number of its production budget. Lockheed Martin (LMT) reveals some secrets about billions of dollars in classified weapons development, including weapons in space. 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

S1 Ep 174Ep. 174: Designer Brands CEO Roger Rawlins, Levi’s, Tilray, Applied Micro Devices
Footwear retailer Designer Brands CEO Roger Rawlins (DBI) tells us how he changed his business during the pandemic with a less-is-more strategy. When marijuana company Tilray (TLRY) may start to capitalize on a friendlier stance on cannabis at the White House. Applied Micro Devices (AMD) gives a warning about the direction of the personal computing industry. Inflation, supply chain issues and a strong dollar are making Levi’s (LEVI) blue… but the company sees more consumers wearing Levi’s to the office. 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

S1 Ep 173Ep. 173: Endava CEO John Cotterell, Helen of Troy, Micron Technologies, RPM International
Endava CEO John Cotterell (DAVA) on how to manage decade-long relationships with corporate clients and keep IT business growing. Helen of Troy (HELE) sees inflation take a bite out of its beauty business. Micron Technologies (MU) makes a massive bet on a new semiconductor factory and forecasts what’s next for personal computers. How RPM International (RPM) keeps its coating business growing despite rising costs. 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

S1 Ep 172Ep. 172: Trinity Capital CEO Steve Brown, AutoZone, Apogee Enterprises, Bowlero
Trinity Capital CEO Steve Brown (TRIN) gives us a master class in investing in growth-stage companies. How AutoZone (AZO) successfully hedges downward pressures on prices and customers. Apogee Enterprises (APOG) looks beyond office towers as customers for its windows. Bowlero (BOWL) bounces back from the pandemic and positions itself as an alternative to the company water cooler. 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

S1 Ep 171Ep. 171: Secureworks CEO Wendy Thomas, American Outdoor Brands, Mastercraft Boat Holdings, FuelCell Energy
How Secureworks CEO Wendy Thomas (SCWX) reimagined the cybersecurity company and is carving out a niche in a crowded field of threat detection. Is American Outdoor Brands (AOUT) a proverbial canary in the coal mine when it comes to shooting sports. Despite strong profits, what has Mastercraft Boat Holdings (MCFT) so worried about the industry? Will FuelCell Energy (FCEL) be able to finish a submarine base on schedule… and how might the green tech company benefit from increased climate spending? 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

S1 Ep 170Ep. 170: SoundHound AI CEO Keyvan Mohajer, Coupa Software, Chesapeake Energy, HubSpot
SoundHound AI CEO Keyvan Mohajer (SOUN) on the growing importance of conversational artificial intelligence and the future of computing. Coupa Software (COUP) delivers on its promise of a strong quarter. How Chesapeake Energy (CHK) is taking advantage of higher energy prices. Will HubSpot (HUBS) be able to win market share with lower prices? 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

S1 Ep 169Ep. 169: Coupa CEO Rob Bernshteyn, Chewy, Express, REX American Resources
How Coupa CEO Rob Bernshteyn (COUP) plans to win new customers as well as recession-proof his massive cloud-based business spend management platform. How pet toy retailer Chewy (CHWY) plans to navigate the double headed challenge of inflation pressure and shifting consumer behavior. Is it possible for Express (EXPR) to course correct? Why is REX American Resources (REX) complaining so loudly about its business? 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

S1 Ep 168Ep. 168: Heliogen CEO Bill T. Gross, Dell, Affirm, Workday
How Heliogen CEO Bill T. Gross (HLGN) is generating power by employing mirrors… and drawing investments from Bill Gates and Steve Case. The headwinds Dell (DELL) is preparing for. Digesting potential challenges to the computer models at lender Affirm (AFRM). Will recession fears dampen Workday’s (WDAY) strong year? 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

S1 Ep 167Ep. 167: Smartsheet CEO Mark Mader, United States Steel Corporation, Avis Budget Group, Graphic Packaging Holding Company
Smartsheet CEO Mark Mader (SMAR) tells us what’s behind the company’s impressive sales figures. United States Steel Corporation (X) watches one of its businesses grow as the energy sector prepares to increase drilling. Avis Budget Group (CAR) saw a huge silver lining to the global pandemic. How Graphic Packaging Holding Company (GPK) is able to raise prices without hearing complaints from its 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

S1 Ep 166Ep. 166: Verint CEO Dan Bodner, Constellation Energy, Tyson Foods, Palantir Technologies
How Verint CEO Dan Bodner (VRNT) is harnessing artificial intelligence and digital technology to try to improve customer experience and its chat bots. Constellation Energy (CEG) may see a boost from the climate bill. Tyson Foods (TSN) finds benefits in cheap meat. Palantir Technologies (PLTR) leaves us wondering what would be left of the company without its lucrative government contracts. 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

S1 Ep 165Ep. 165: Nutanix CEO Rajiv Ramaswami, Lucid, Advanced Micro Devices, Nabors Industries
Hybrid cloud software provider Nutanix CEO Rajiv Ramaswami (NTNX) explains his company’s invisible cloud-philosophy. What Lucid (LCID) may need to do to get beyond the supply chain bottlenecks it says are keeping the electronic vehicle maker stuck in low gear. Advanced Micro Devices (AMD) says it expects the weak personal computer market to persist until the end of the year. Oil and gas drilling contractor Nabors Industries (NBR) is preparing for a productive new year. 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

S1 Ep 163Ep. 163: Informatica CEO Amit Walia, Silvergate Capital, Ally Financial, Halliburton
Informatica CEO Amit Walia (INFA) sees pandemic-induced digitization across industries continuing. But what happens if remote work truly comes to an end? Cryptocurrency bank Silvergate Capital (SI) defies short sellers and sees no reason to make changes to its strategy. Ally Financial (ALLY) explains why higher rates may not be a challenge for car sellers. Halliburton (HAL) gives us clues as to when drillers may start drilling again. 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

S1 Ep 164Ep. 164: atai Life Sciences CEO Florian Brand, Ford Motor Company, Century Communities, Columbia Sportswear Company
How atai Life Sciences CEO Florian Brand (ATAI) is leading the way in the emerging science of psychedelic drug development and revolutionizing psychiatric biotech medicine. Ford Motor Company (F) plans to change potentially every part of its business as it drives toward an EV future… We discuss how the automaker is securing the materials necessary to do so. Single-family homebuilder Century Communities (CCS) explains why higher rates may actually be a good thing for its inventory. Columbia Sportswear Company (COLM) wrestles with supply-chain problems. 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

S1 Ep 162Ep. 162: Stratasys CEO Dr. Yoav Zeif, Talos Energy, Fastenal, Conagra Brands
Stratasys CEO Dr. Yoav Zeif (SSYS) tells us how the business of 3D printing is evolving. Could smaller oil producers like Talos Energy (TALO) be preparing to drill more? Why home construction supplier Fastenal (FAST) is talking about deflationary pressures rather than inflation. Conagra Brands (CAG) hints that food inflation pressures may be peaking. 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

S1 Ep 161Ep. 161: CrowdStrike CEO George Kurtz, NovaGold (NG), Micron Technology (MU), Constellation Brands (STZ)
CrowdStrike (CRWD) co-founder and CEO George Kurtz explains the company’s rapid growth and why a slow down in technology spending will not affect cybersecurity. NovaGold’s (NG) liquidity struggles and giant Alaskan gold mine. Micron Technology (MU) sees a meaningful slowdown in PCs and smartphones. And beer. Lots of beer. Constellation Brands (STZ) rides strong beer sales to offset rising transportation and raw-material costs. 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

S1 Ep 160Ep. 160: Zscaler CEO Jay Chaudhry, Bed Bath & Beyond, General Mills, AeroVironment
Cybersecurity leader Zscaler CEO Jay Chaudhry (ZS) makes the case for "zero trust" services… and how he’s bringing IT network security into the cloud-based era. Bed Bath & Beyond (BBBY) shows its CEO the door after a spectacularly failed turn-around. Will General Mills (GIS) be able to maintain healthy sales if inflation gets as bad as it warns and if a pandemic-era government program expires? AeroVironment (AVAV)’s drones are being used successfully by Ukraine on the battlefield… but supply-chain problems are putting pressure on the company. 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

S1 Ep 159Ep. 159: Mister Car Wash CEO John Lai, FactSet Research Systems, Carnival, Smith & Wesson Brands
How Mister Car Wash CEO John Lai (MCW) uses technology and old fashioned customer service to keep its profits pouring in. Carnival (CCL) aims to keep its customers loyal and sticky. FactSet Research Systems (FDS) waves off investor concerns and shows how to successfully invest in one’s own business even when your broader industry faces challenges. Smith & Wesson Brands (SWBI) gets a bump from the Supreme Court… but what about its long term business? 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

S1 Ep 158Ep. 158: Blend Labs CEO Nima Ghamsari (BLND), Oracle, Kroger, La-Z-Boy
Blend Labs CEO Nima Ghamsari (BLND) explains the cloud-company’s customer-first philosophy and how he aims to make the banking industry more transparent and fast-paced. How Oracle (ORCL) is managing to build momentum in the cloud despite stiff competition. La-Z-Boy Incorporated (LZB) shows us how to keep sales growing in the face of inflationary pressures and supply chain headaches. Kroger (KR) sees green thanks to loyal customers willing to stomach higher costs. 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

S1 Ep 157Ep. 157: Phillips Edison CEO Jeffrey Edison, Valvoline, Excelerate Energy, Caleres
How Phillips Edison CEO Jeffrey Edison (PECO) steered his shopping center real estate business through the pandemic with a focus on locality and design. How the owner of Famous Footwear, Caleres (CAL), has successfully managed shifting consumer habits and demand. Valvoline (VVV) may be of interest to a buyer and refuses to face hard questions from analysts. Excelerate Energy (EE) may be able to help Europe with its changing fuel needs. 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

S1 Ep 156Ep. 156: Expensify CEO David Barrett, Kohl’s, Deere & Company, Foot Locker
The science behind seamless expense-reporting with Expensify CEO David Barrett’s (EXFY) and how they innovated the industry business model. How Kohl’s (KSS) raises prices and passes along rising costs to their customers. Deere & Company (DE) sees inflation coming from supply chain problems… and predicts when that’s going to end. How Foot Locker (FL) made the most of the pandemic and machine learning to improve its bottom line. 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

S1 Ep 155Ep. 155: VICI Properties CEO Ed Pitionak, Beyond Meat, Roblox, Polaris
VICI Properties CEO Ed Pitionak (VICI) explains how he manages a huge chunk of the Las Vegas strip and why casinos can be incredibly resilient in the face of global pandemics. Beyond Meat (BYND) says it still has enough cash on hand to weather its current, ongoing, situation. Roblox (RBLX) insists its rough months are behind it… but what about getting around Apple privacy blockade? How Polaris (PII) successfully manages its supplier relationships. 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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