
The Drill Down
712 episodes — Page 15 of 15

S1 Ep 12Ep. 12: Broadcom with Advisors Capital Management's JoAnne Feeney, Purple Innovation, Community Health Systems, Apellis Pharmaceuticals
How Broadcom (AVGO) plans to keep up with chip demand from smartphone makers and continue making smart acquisitions, our guest is JoAnne Feeney, portfolio manager at Advisors Capital Management. The keys to Purple Innovation’s (PRPL) success disrupting the mattress industry and managing inflation. How Community Health Systems (CYH) is getting hospital patients to pay their bills. Apellis Pharmaceuticals (APLS) wins approval for a drug to treat a rare blood disease. 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 11Ep. 11: Lincoln Financial with Advisors Capital Management's Chuck Lieberman, Plug Power, DoorDash, Airbnb
With fewer people dying, could it be time for Lincoln Financial (LNC)? Chuck Lieberman of Advisors Capital Management explains. Plug Power (PLUG) tries to put accounting problems and expenses behind it. DoorDash’s (DASH) optimistic forecast for 2021 with adjusted earnings. And Airbnb (ABNB) sees a return to urban travel. 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 10Ep. 10: Virgin Galactic with Coast Capital's James Rasteh, FireEye, Contango Oil & Gas, Haemonetics Corporation
Is Virgin Galactic (SPCE) a zero-gravity zero? James Rasteh of Coast Capital says they should cease operations. Cybersecurity giant FireEye (FEYE) poised to help the White House fight cyber terrorists. Behind the successful turnaround of Contango Oil & Gas (MCF). A troubled blood company Haemonetics Corporation (HAE) fails to reassure investors or customers. 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 9Ep. 9: Intel with Bokeh Capital's Kim Forrest, Array Technologies, Lemonade, Upstart Holdings
Understanding the massive changes underway at Intel (INTC) with former software engineer Kim Forrest, founder and CIO of Bokeh Capital. Plus, warning signals from Array Technologies (ARRY). Upstart Holdings (UPST) brings Artificial Intelligence to debt consolidation. Investors sour on high-tech insurance provider Lemonade (LMND). 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 8Ep. 8: Gazprom with Kopernik Global Investors' David Iben, 3D Systems, Rackspace Technology and Hanesbrands
Is China the key to Gazprom (EDR) maintaining global gas dominance? David Iben of Kopernik Global Investors weighs in. After burning through hundreds of millions, 3D Systems (DDD) rides the bubble again. The story behind Rackspace Technology’s (RXT) collapsing margins and lousy quarter. And Hanesbrands (HBI) hunts for the next generation of “innerwear” consumers (that’d be underwear to you and me). 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 7Ep. 7: Spotify with Clockwise Capital’s James Cakmak, Energy Transfer, Simon Property Group and Trade Desk
Can Spotify (SPOT) keep growing? Clockwise Capital’s James Cakmak says yes. Pipeline king Energy Transfer (ET) says the oil patch is hotter than you know. How the hell can mall giant Simon Property Group (SPG) say it’s NOT a mall company. And we look at a cookie-less future for The Trade Desk (TTD). 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 6Ep. 6: Airbnb with Estimize's Leigh Drogen, Bill.com, Roku, Square and Bitcoin
AirBNB return to growth, explaining Bill.com’s multi-billion purchase of Divvy -- it’s more than a high-flying stock, Roku’s creepy targeting of its customers using artificial intelligence and machine learning, and after spending billions of dollars buying and selling Bitcoin, why can’t Square make money on crypto? And we look at employment numbers, Dr. Copper and the Baker Hughes rig count. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

S1 Ep 5Ep. 5: SPACs with dMY Technology's Niccolo de Masi, Moderna, Lee Enterprises, Etsy, Bitcoin, Ether, XRP
Separating good SPACs from bad with dMY Technology Niccolo de Masi, CEO of dMY Technology. Plus, Moderna (MRNA) thanks its Covid-19 vaccine as the company turns its first profit. Lee Enterprises (LEE) gives a clue about the state of the advertising market in its first year without Warren Buffett. And e-commerce marketplace Etsy (ETSY) warns of post-mask world. SEC Chairman Gary Gensler warns of crypto regulation that could affect Bitcoin, Ether, XRP and even Ripple. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

S1 Ep 4Ep. 4: Vroom with MP Securities' Mark Lehmann, General Motors, Lyft, Devon Energy
Why JMP Securities CEO Mark Lehmann believes used car seller Vroom (VRM) has learned its lesson from missteps in 2020 and is convinced Vroom’s sales team will find their e-commerce footing this year. General Motors (GM) faces off with Tesla (and Ford) with its plan to embrace an electric-vehicle future. Also, Lyft (LYFT) learns it doesn’t always pay to be aggressive… at least when it comes to earnings statements. And oil giant Devon Energy (DV) decides to embrace a little more risk. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

S1 Ep 3Ep. 3: Goodyear Tires with Firestorm Capital's Eric Swergold, Pfizer, Tyson Foods, Camping World
Goodyear Tires’ (GT) plan to hike prices and use soybean oil to build the tires of the future with Eric Swergold, CEO of Firestorm Capital. Also, Pfizer’s (PFE) plan to vaccinate teenagers. Tyson Foods (TSN) targets vegans with new meat-free burgers. And Camping World (CWH) struggles to keep inventory stocked as Americans stock up on camping gear and guns. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

S1 Ep 2Ep. 2: Continental Resources with Smead Capital's Bill Smead, Berkshire Hathaway, VSE Corp, Mohawk Industries
The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Today, Smead Capital CEO Bill Smead sounds off on shale producer Continental Resources’ (CLR) production ramp up and improving financial condition. We hear from Berkshire Hathaway’s Warren Buffett and his outlook on U.S. infrastructure. Also, gauging potential inflation signals from flooring maker Mohawk Industries (MHK) which did big business during the pandemic. And what a billion dollar deal for airplane and truck servicer VSE Corp (VSEC) tells us about the overall economic recovery. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down - Introduction
trailerCory Johnson introduces us to the new Drill Down Podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices