

The Drill Down
Cory Johnson
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.
Episodes
Mentioned books

May 19, 2021 • 37min
Ep. 14: Lionsgate with Zeo Capital Advisors' Marcus Moore, Take-Two Interactive, Iovance Biotherapeutics, Container Store
Is Lionsgate (LGF.A) the next Netflix? Or the next Disney+? Marcus Moore of Zeo Capital Advisors explains why he see's a new streaming content king. Take-Two Interactive (TTWO) reveals some of its post-pandemic strategy with a plan to launch 60 news games over the next three years. Bitcoin, Ether and XRP take a dive. Iovance Biotherapeutics (IOVA) bungles tests for a potential cancer cure, a failed drug test and a CEO headed for the exits. And the Container Store (TCS) hunts for a way to keep up with its stellar pandemic-era sales and remains in the closet. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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May 18, 2021 • 43min
Ep. 13: Cullen/Frost Bankers' AB Mendez, Walmart, SPACs, Canoo, Desktop Metal, Bitcoin Fraudsters and Elon Musk
Elon Musk impersonators steal $2 million from the bitcoin curious. Hoarding hurts Walmart results (WMT) as it CUTS prices to grow its food business. Cullen/Frost Bankers (CFR) AB Mendez on expanding in Texas and profiting from the paycheck protection program (PPP). Trouble in SPAC land, an SEC investigation and ephemeral business strategies of electric vehicle maker Canoo (GOEV). And acquisition after acquisition strategy of 3D printing company Desktop Metal (DM). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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May 17, 2021 • 37min
Ep. 12: Broadcom with Advisors Capital Management's JoAnne Feeney, Purple Innovation, Community Health Systems, Apellis Pharmaceuticals
How Broadcom (AVGO) plans to keep up with chip demand from smartphone makers and continue making smart acquisitions, our guest is JoAnne Feeney, portfolio manager at Advisors Capital Management. The keys to Purple Innovation’s (PRPL) success disrupting the mattress industry and managing inflation. How Community Health Systems (CYH) is getting hospital patients to pay their bills. Apellis Pharmaceuticals (APLS) wins approval for a drug to treat a rare blood disease. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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May 14, 2021 • 33min
Ep. 11: Lincoln Financial with Advisors Capital Management's Chuck Lieberman, Plug Power, DoorDash, Airbnb
With fewer people dying, could it be time for Lincoln Financial (LNC)? Chuck Lieberman of Advisors Capital Management explains. Plug Power (PLUG) tries to put accounting problems and expenses behind it. DoorDash’s (DASH) optimistic forecast for 2021 with adjusted earnings. And Airbnb (ABNB) sees a return to urban travel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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May 13, 2021 • 37min
Ep. 10: Virgin Galactic with Coast Capital's James Rasteh, FireEye, Contango Oil & Gas, Haemonetics Corporation
Is Virgin Galactic (SPCE) a zero-gravity zero? James Rasteh of Coast Capital says they should cease operations. Cybersecurity giant FireEye (FEYE) poised to help the White House fight cyber terrorists. Behind the successful turnaround of Contango Oil & Gas (MCF). A troubled blood company Haemonetics Corporation (HAE) fails to reassure investors or customers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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May 12, 2021 • 37min
Ep. 9: Intel with Bokeh Capital's Kim Forrest, Array Technologies, Lemonade, Upstart Holdings
Understanding the massive changes underway at Intel (INTC) with former software engineer Kim Forrest, founder and CIO of Bokeh Capital. Plus, warning signals from Array Technologies (ARRY). Upstart Holdings (UPST) brings Artificial Intelligence to debt consolidation. Investors sour on high-tech insurance provider Lemonade (LMND). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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May 11, 2021 • 30min
Ep. 8: Gazprom with Kopernik Global Investors' David Iben, 3D Systems, Rackspace Technology and Hanesbrands
Is China the key to Gazprom (EDR) maintaining global gas dominance? David Iben of Kopernik Global Investors weighs in. After burning through hundreds of millions, 3D Systems (DDD) rides the bubble again. The story behind Rackspace Technology’s (RXT) collapsing margins and lousy quarter. And Hanesbrands (HBI) hunts for the next generation of “innerwear” consumers (that’d be underwear to you and me). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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May 10, 2021 • 38min
Ep. 7: Spotify with Clockwise Capital’s James Cakmak, Energy Transfer, Simon Property Group and Trade Desk
Can Spotify (SPOT) keep growing? Clockwise Capital’s James Cakmak says yes. Pipeline king Energy Transfer (ET) says the oil patch is hotter than you know. How the hell can mall giant Simon Property Group (SPG) say it’s NOT a mall company. And we look at a cookie-less future for The Trade Desk (TTD). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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May 7, 2021 • 37min
Ep. 6: Airbnb with Estimize's Leigh Drogen, Bill.com, Roku, Square and Bitcoin
AirBNB return to growth, explaining Bill.com’s multi-billion purchase of Divvy -- it’s more than a high-flying stock, Roku’s creepy targeting of its customers using artificial intelligence and machine learning, and after spending billions of dollars buying and selling Bitcoin, why can’t Square make money on crypto? And we look at employment numbers, Dr. Copper and the Baker Hughes rig count. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies.
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May 6, 2021 • 38min
Ep. 5: SPACs with dMY Technology's Niccolo de Masi, Moderna, Lee Enterprises, Etsy, Bitcoin, Ether, XRP
Separating good SPACs from bad with dMY Technology Niccolo de Masi, CEO of dMY Technology. Plus, Moderna (MRNA) thanks its Covid-19 vaccine as the company turns its first profit. Lee Enterprises (LEE) gives a clue about the state of the advertising market in its first year without Warren Buffett. And e-commerce marketplace Etsy (ETSY) warns of post-mask world. SEC Chairman Gary Gensler warns of crypto regulation that could affect Bitcoin, Ether, XRP and even Ripple. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies.
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