The Drill Down

Cory Johnson
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Jul 12, 2021 • 33min

Ep. 50: Fedex with RMW Commerce's Rick Watson, Virgin Galactic, Albemarle Corporation, Celldex Therapeutics

Virgin Galactic’s (SPCE) founder Richard Branson did NOT go to space, but we talk about what might be the biggest stock promotional event ever? Celldex Therapeutics (CLDX) may have found a cure for hives. As America gets greener, lithium miner Albemarle Corporation’s (ALB) big bet on renewable energy is paying off. RMW Commerce CEO Rick Watson tells us why Fedex’s (FDX) growth has only Amazon to worry about. 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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Jul 9, 2021 • 41min

Ep. 49: Outset Medical CEO Leslie Trigg, Wells Fargo, Levi Strauss and Greenbrier

Silicon Valley medtech innovator Outset Medical CEO Leslie Trigg (OM). Wells Fargo ticks off Elizabeth Warren again (WFC) — is CEO Charlie Scharf to blame? Joe Biden celebrates capitalism. Greenbrier enjoys the best quarter ever for the railroads (GBC). And Levi Strauss tells us that 35% of Americans changed their waist size during Covid — and they like 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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Jul 8, 2021 • 40min

Ep. 48: Devon Energy CEO Rick Muncrief, Helen of Troy, GAN, WD-40

Devon Energy (DVN) CEO Rick Muncrief tells us about the technological revolution over taking the oil patch. Helen of Troy (HELE) runs afoul of the EPA. WD-40 (WDFC) is hotter than duct tape, benefitting from the isolation renovation. GAN (GAN) gets a big boost from online gambling, but bets big on land-based casinos. 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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Jul 7, 2021 • 33min

Ep. 47: Atlas Technical with Sterling Partners Equity Advisors' Kevin Silverman, Opiant Pharmaceuticals, SMART Global Holdings, Phillips 66

How will rising gas prices affect oil refiner Phillips 66 (PSX)? Why Opiant Pharmaceuticals (OPNT) believes nasal sprays have huge growth potential in the drug overdose reversal market. How computer storage is sending SMART Global Holdings (SGH) sailing. And Sterling Partners Equity Advisors CIO Kevin Silverman tells us what technical services actually mean at Atlas Technical (ATCX). 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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Jul 6, 2021 • 35min

Ep. 46: Ansys with Bokeh Capital's Kim Forest, ChemoCentryx, IBM, Booking.com

Will a new amendment filing on their New Drug Application be enough of a boost for ChemoCentryx (CCXI)? Why IBM (IBM) can’t get its own email system on the cloud under control. How Booking.com’s (BKNG) underwater $500M investment in DiDi Global could sink even deeper. Plus, Kim Forest of Bokeh Capital tells us what multiphysics software company Ansys (ANSS) is planning for the future of software. 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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Jul 2, 2021 • 43min

Ep. 45: Booking.com with Knights of Columbus Asset Advisors' Tony Minopoli, Alector Inc, Santander Consumer, Ammo Inc

Tax cheating and Trump Inc. A look at the business implications of the Trump Organization’s alleged tax scheme. Alector (ALEC): close to a cure for Alzheimers?  How Santander Consumer (SC) is making a risky car market work for their auto lending business. Why Ammo Inc (POWW) is sticking to their guns as a sales backlog stacks up. Knights of Columbus Asset Advisors CIO Tony Minopoli says Booking.com (BKNG) is seeing big boosts from summer travel. 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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Jul 1, 2021 • 33min

Ep. 44: Microvision with Wolfpack Research’s Dan David, Gaotu Techedu, Tian Ruixiang Holdings, TAL Education Group, Robinhood, Krispy Kreme.

The Losers! The business stories behind the worst performing stocks of the second quarter including the worst small cap Tian Ruixiang Holdings (TIRX), the worst mid cap Gaotu Techedu (GOTU) and the worst large cap TAL Education Group (TAL). Wolfpack Research’s Dan David tells us why he thinks laser company Microvision (MVIS) might never get there with its bet on self-driving technology. 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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Jun 30, 2021 • 39min

Ep. 43: EPR Properties with CenterSquare Investment Management's Scott Crowe, Vertex Energy, Cerevel Therapeutics, AMC

The business stories behind the best performing stocks of the second quarter including the best small cap Vertex Energy (VTNR), the best mid cap Cerevel Therapeutics (CERE) and the best large cap AMC (AMC). Plus Scott Crowe of CenterSquare Investment Management discusses why real estate play EPR Properties (EPR) should benefit from the experience economy. 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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Jun 29, 2021 • 39min

Ep. 42: Yext CEO Howard Lerman, United Airlines, Facebook, Boeing

Yext (YEXT) CEO Howard Lerman tells us how AI and knowledge graphs help give the exact answers to all your Googled questions. United Airlines (UAL) is saying so long to budget airline competition. Why Facebook (FB) ads are here to stay and what Boeing (BA) is busy doing with new jet orders. 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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Jun 28, 2021 • 37min

Ep. 41: Take-Two Interactive CEO Strauss Zelnick, Facebook, CEL-SCI, Appharvest, Tesla, Intellia Therapeutics

Take-Two Interactive CEO Strauss Zelnick (TTWO) on how the company makes its blockbuster games. Why CEL-SCI Corporation (CVM) isn’t giving up on its latest immunotherapy despite missing its primary endpoint. Appharvest’s (APPH) plan to build a network of indoor farms. Intellia Therapeutics (NTLA) leads all CRISPR stocks higher on promising results for gene editing. 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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