The Drill Down

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

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

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

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

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

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

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

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

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

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