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The Drill Down

Latest episodes

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Nov 16, 2022 • 37min

Ep. 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
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Nov 9, 2022 • 43min

Ep. 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
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Nov 2, 2022 • 36min

Ep. 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
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Oct 27, 2022 • 39min

Ep. 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
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Oct 19, 2022 • 39min

Ep. 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
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Oct 12, 2022 • 33min

Ep. 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
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Oct 6, 2022 • 28min

Ep. 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
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Sep 21, 2022 • 40min

Ep. 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
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Sep 13, 2022 • 36min

Ep. 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
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Sep 9, 2022 • 34min

Ep. 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

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