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

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

September 30, 2021

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.

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

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

September 29, 2021

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.

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

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

September 28, 2021

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.

Ep. 104: Porch CEO Matt Ehrlichman, Syndax Pharmaceuticals, Incyte, Keros Therapeutics

Ep. 104: Porch CEO Matt Ehrlichman, Syndax Pharmaceuticals, Incyte, Keros Therapeutics

September 27, 2021

Digitizing the home services industry with Porch CEO Matt Ehrlichman (PRCH). Syndax Pharmaceuticals (SNDX) looks past recent drug setbacks and makes a collaboration agreement with Incyte (INCY) on a novel cancer treatment. Biotech company Keros Therapeutics (KROS) says it might have a cure for rare blood diseases… but does it? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

Ep. 103: Li-Cycle Co-Founders: CEO Ajay Kochhar and Executive Chairman Tim Johnston, Evergrande, Costco Wholesale, Nike, Vail Resorts

Ep. 103: Li-Cycle Co-Founders: CEO Ajay Kochhar and Executive Chairman Tim Johnston, Evergrande, Costco Wholesale, Nike, Vail Resorts

September 24, 2021

Electric car batteries die -- and Li-Cycle (LICY) Co-Founder Ajay Kochhar and Tim Johnston have $1.7b company aiming to profit from that problem. Costco Wholesale’s (COST) unique approach to shipping problems -- buy a bigger boat! How Nike (NKE) manages relationships with its customers while raising prices. Vail Resorts (MTN) sees dollar signs after investing itself and lowering some prices despite facing challenging situations at some locations. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

Ep. 102: Tripadvisor with Clockwise Capital’s James Cakmak, Carnival, BlackBerry, Suncor Energy

Ep. 102: Tripadvisor with Clockwise Capital’s James Cakmak, Carnival, BlackBerry, Suncor Energy

September 23, 2021

Tripadvisor’s (TRIP) evolution, post-pandemic plans and bet on flexibility and  subscription-based travel, Clockwise Capital’s James Cakmak explains. BlackBerry (BB) has rosy predictions for the future... but there’s a “wild card.” Carnival (CCL) sets sail again-- under their terms, not those of the governor of Florida. What reported oil sands challenges potentially facing Suncor Energy (SU) may mean for the industry and consumers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

Ep. 101: Overstock.com CEO Jonathan Johnson, Adobe, Stitch Fix, FedEx

Ep. 101: Overstock.com CEO Jonathan Johnson, Adobe, Stitch Fix, FedEx

September 22, 2021

From crypto to couches, Overstock.com CEO Jonathan Johnson (OSTK) on the re-invention of his company -- and defending the Sith Lord conspiracy. Adobe (ADBE) tells a tale about the future of marketing-- but is anyone listening? Stitch Fix (SFIX) tries to convince us that bloated inventories don’t matter anymore… and maybe they’re right. Why FedEx’s (FDX) labor shortages may spell trouble for everyone. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

Ep. 100: Pledge 1% CEO Amy Lesnick, Quantumscape, Lennar, RBC Bearings

Ep. 100: Pledge 1% CEO Amy Lesnick, Quantumscape, Lennar, RBC Bearings

September 21, 2021

With $1 billion in charitable contributions from over 15,000 companies in 100 countries, Pledge 1% CEO Amy Lesnick tells us about her innovative method of corporate giving. Battery maker Quantumscape (QS) says it has signed up a second big automaker customer…  but it won’t say who. Lennar (LEN) shares a litany of  supply chain woes. RBC Bearings (ROLL) gets an unfriendly reminder of just how important Boeing is to its business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

Ep. 99: MeridianLink CEO Nicolaas Vlok, China Evergrande Group, Li Auto, Cleveland-Cliffs, Cleveland-Cliffs, Twitter, Royal Dutch Shell

Ep. 99: MeridianLink CEO Nicolaas Vlok, China Evergrande Group, Li Auto, Cleveland-Cliffs, Cleveland-Cliffs, Twitter, Royal Dutch Shell

September 20, 2021

The real story of this market sell off China Evergrande, exploding debt and the long slow burn of an iron ore sell-off.  Could Mirati Therapeutics (MRTX) have a colon cancer cure? And meet the cloud-based technology powering your bank: MeridianLink and CEO Nicolaas Vlok (MLNK). Electric vehicle maker Li Auto (LI) didn’t see this coming: Malaysian radar woes. Mining giant Cleveland-Cliffs (CLF) says China’s declining steel production is just one of the foreign woes facing the domestic steel industry. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

Ep. 98: Bioventus CEO Ken Reali, Facebook, Apple, Mastercraft Boat Holdings, Thermo Fisher Scientific, U.S. Steel

Ep. 98: Bioventus CEO Ken Reali, Facebook, Apple, Mastercraft Boat Holdings, Thermo Fisher Scientific, U.S. Steel

September 17, 2021

The difficulty of medical device sales during COVID-19 with Bioventus CEO Ken Reali (BVS). Facebook (FB) and Apple (AAPL) go nose-to-nose over consumer privacy. Mastercraft Boat Holdings (MCFT) says the boating lifestyle is hot... but what about boating inventories? Where Thermo Fisher Scientific (TMO) may find the growth they’re predicting. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

Podbean App

Play this podcast on Podbean App