
The Drill Down
The Drill Down is a daily podcast focused on business fundamentals of the biggest stock movers of the market day, hosted by veteran financial journalist Cory Johnson. Through insightful interviews with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.
Latest episodes

Sep 7, 2021 • 42min
Ep. 90: Marathon Digital CEO Fred Thiel, Bitcoin, Intel, Digital Ocean, Match Group, Tandem Diabetes Care
Marathon Digital CEO Fred Thiel (MARA) explains why his bitcoin mining company needs to buy bitcoins. Is El Salvador’s cryptocurrency experiment already a failure on day one? Why Digital Ocean (DOCN) is moving into serverless computing. Match Group (MTCH) tells us how dating and sex have changed during the pandemic. Tracking the growth of Tandem Diabetes Care (TNDM) as more Americans are diagnosed with the disease. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Sep 3, 2021 • 32min
Ep. 89: Westinghouse Air Brake Technologies with Bokeh Capital’s Kim Forrest, Docusign, Yext, Joann
How Westinghouse Air Brake Technologies (WAB) is poised to profit from the massive supply chain problems in the shipping industry. Bokeh Capital’s Kim Forrest explains. Docusign (DOCU) talks about the ethical line it won’t cross using customer data. Why work-from-home lifestyles are still challenging the Internet search business at Yext (YEXT). How Joann (JOAN) says it’s handling challenges posed by pandemic headwinds to its business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Sep 2, 2021 • 36min
Ep. 88: AppLovin CEO Adam Foroughi, Asana, Barnes & Noble Education, Phreesia, Walmart, Apple, Spotify
AppLovin CEO Adam Foroughi (APP) tells us about his company’s unique acquisition philosophy when it comes to mobile games. Asana (ASAN) tells us that companies are spending a lot on getting organized post-Pandemic. Barnes & Noble Education (BNED) figures out how to sell college textbooks to students even when they aren’t returning to campus. Phreesia (PHR) waits on spending on elective surgeries to make a comeback. Walmart (WMT) raises wages. Apple (AAPL) tries to make nice with Spotify (SPOT). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Sep 1, 2021 • 30min
Ep. 87: CareMax CEO Carlos de Solo, AbbVie, PVH, Crowdstrike, Google, Amazon
CareMax CEO Carlos de Solo (CMX) wants to give your grandparents hugs. A drug once-thought to be safe sends AbbVie (ABBV) reeling with a new FDA warning. PVH Corp (PVH) depends on European and Asian tourists to sell Calvin Klein and Tommy Hilfiger in America. Ransomware hacks lead some businesses to ask Crowdstrike (CRWD) for help preparing for cyberattacks. Amazon (AMZN) goes on another hiring spree. Google (GOOGL) plans to make its own chips. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 31, 2021 • 42min
Ep. 86: Bark CEO Manish Joneja, StoneCo, Jazz Pharmaceuticals, Zoom, Cryptocurrency, Nigeria, Bitt Inc., Apple, Google, South Korea
Bark CEO Manish Joneja (BARK) on the business of dogs -- and what it teaches us about all business. The ONLY thing that isn’t working with Zoom’s (ZOOM) business. StoneCo (STNE) wants to be the Square of Brazil -- but can’t seem to understand customers who rip them off. Wake up Canada! Jazz Pharmaceuticals (JAZZ) gets approval for a narcolepsy drug in the Great White North. Nigeria recruits Bitt Inc. to create its own digital currency -- is it a big gain for Overstock (OSTK)? And South Korea slaps Google and Apple. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 30, 2021 • 40min
Ep. 85: Olo CEO Noah Glass, Hill-Rom, Baxter, Cassava Sciences, DoubleVerify, Hurricane Ida
Olo CEO Noah Glass (OLO) tells us how he plans to digitize the restaurant industry -- and worries about Cory’s obsession with Shake Shack founder Danny Meyer. Why medical equipment maker Baxter (BAX) may be willing to pay $10 billion for Hill-Rom (HRC). The controversy around an alleged Alzheimer’s treatment from Cassava Sciences (SAVA). DoubleVerify (DV) charts a path to grow internationally. And how will Hurricane Ida impact gas prices? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 27, 2021 • 42min
Ep. 84: Matterport CEO RJ Pittman, Ollie's Bargain Outlet, Workday, Bill.com, Federal Reserve
Matterport (MTTR) CEO RJ Pittman talks on digitizing and 3D capturing for the home and real estate industry. Ollie's Bargain Outlet (OLLI) tries to put a positive spin on inventory bottlenecks. Workday (WDAY) on what CEOs are really saying about about the pandemic. Bill.com (BILL) sees small businesses rushing into digital transformation --- and has the numbers to prove it. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 26, 2021 • 37min
Ep. 83: Unisys COO Eric Hutto, Taiwan Semiconductor, Lordstown Motors, Dollar Tree, Autodesk, Pure Storage
Unisys (UIS) COO Eric Hutto discusses why his company is putting it all on the line for the digital cloud. Trouble at the tree. How is Dollar Tree (DLTR) dealing with higher freight costs and inflation issues? After new acquisitions and partnerships, is Autodesk (ADSK) gearing up for a global takeover across the architecture, engineering, and construction software world? Pure Storage (PSTG) steers ahead banking on a future big win with net new logo gains. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 25, 2021 • 35min
Ep.82: Enovix CEO Harrold Rust and chairman T.J. Rodgers, Urban Outfitters, Nordstrom, Sporting Goods, OnlyFans
Enovix (ENVX) CEO Harrold Rust and chairman T.J. Rodgers on building advanced Lithium-ion batteries. Could Urban Outfitters (URBN) be facing empty shelves come holiday season? Nordstrom (JWN) business shrinks and shrinks and shrinks. Dicks Sporting Goods (DKS) explains how the post-COVID world has changed how we recreate. And COVID is the behind the scene actor driving OnlyFans. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 24, 2021 • 37min
Ep. 81: STEM CEO John Carrington, Citi Trends, Palo Alto Networks, Flexsteel, Airbnb, Shopify, TikTok
STEM (STEM) CEO John Carrington on the software/hardware offering that could reduce what businesses pay for power. Palo Alto Networks (PANW) on the coming cyber security spending spree by the Federal Government. FlexSteel (FLXS), the little furniture maker in Dubuque, Iowa navigates China tariffs, Mexican politics and supply chain nightmares to deliver an impressive quarter. And Citi Trends (CTRN), the brick-and-mortar retailer CRUSHING it in the inner city. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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