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The Drill Down

Latest episodes

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Oct 5, 2021 • 30min

Ep. 110: Diebold Nixdorf with Zeo Capital's Marcus Moore, Unity Software, Braemar Hotels & Resorts, MarineMax, Visa, Apple

Even ATM-sales took a hit during COVID, but are they back? We talk Diebold Nixdorf (DBD) with Zeo Capital's Marcus Moore. How Unity Software (U) is expanding on its video-game business and 3D gaming to a multiverse for... Walgreens. The return of the pandemic forces Braemar Hotels & Resorts (BHR) to adjust its expectations. Boating retailer MarineMax (HZO) gets a bigger boat… in fact, a lot of them. 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 4, 2021 • 35min

Ep. 109: Evolv with SineWave's Yanev Suissa, BioNTech, Perion Network, Amplify Energy

Can weapons detection company Evolv Technology (EVLV) make schools safer? SineWave's Yanev Suissa tells us about Evolv’s new technology to keep guns out of schools. How vaccine-maker BioNTech (BNTX) is getting ready for the next Covid-19. Perion Network (PERI) hopes to breathe new life into its tracking software by acquiring a video platform Vidazoo. After a massive oil spill off the coast of California, we have the CEO of Amplify Energy (AMPY) on tape explaining his now controversial plans for his wells. 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 1, 2021 • 35min

Ep. 108: Esports Technologies CEO Aaron Speach, Palantir Technologies, Acceleron Pharma, Merck, NeoGenomics

How to build a global business one influencer at a time. Esports Technologies CEO Aaron Speach (EBET) tells us his growth strategy and why his company is acquiring Aspire Global. Can Palantir Technologies (PLTR) continue to dominate big data without large government surveillance contracts? Acceleron Pharma (XLRN) is acquired by Merck (MRK) in a push for rare-drugs. NeoGenomics (NEO) may be the target of a takeover. 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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Sep 30, 2021 • 32min

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

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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 29, 2021 • 36min

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

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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 28, 2021 • 36min

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

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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 27, 2021 • 31min

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

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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 24, 2021 • 41min

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

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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 23, 2021 • 35min

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

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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 22, 2021 • 42min

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

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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