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 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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May 5, 2021 • 39min
Ep. 4: Vroom with MP Securities' Mark Lehmann, General Motors, Lyft, Devon Energy
Why JMP Securities CEO Mark Lehmann believes used car seller Vroom (VRM) has learned its lesson from missteps in 2020 and is convinced Vroom’s sales team will find their e-commerce footing this year. General Motors (GM) faces off with Tesla (and Ford) with its plan to embrace an electric-vehicle future. Also, Lyft (LYFT) learns it doesn’t always pay to be aggressive… at least when it comes to earnings statements. And oil giant Devon Energy (DV) decides to embrace a little more risk. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies.
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May 4, 2021 • 32min
Ep. 3: Goodyear Tires with Firestorm Capital's Eric Swergold, Pfizer, Tyson Foods, Camping World
Goodyear Tires’ (GT) plan to hike prices and use soybean oil to build the tires of the future with Eric Swergold, CEO of Firestorm Capital. Also, Pfizer’s (PFE) plan to vaccinate teenagers. Tyson Foods (TSN) targets vegans with new meat-free burgers. And Camping World (CWH) struggles to keep inventory stocked as Americans stock up on camping gear and guns. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies.
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May 3, 2021 • 27min
Ep. 2: Continental Resources with Smead Capital's Bill Smead, Berkshire Hathaway, VSE Corp, Mohawk Industries
The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Today, Smead Capital CEO Bill Smead sounds off on shale producer Continental Resources’ (CLR) production ramp up and improving financial condition. We hear from Berkshire Hathaway’s Warren Buffett and his outlook on U.S. infrastructure. Also, gauging potential inflation signals from flooring maker Mohawk Industries (MHK) which did big business during the pandemic. And what a billion dollar deal for airplane and truck servicer VSE Corp (VSEC) tells us about the overall economic recovery.
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Apr 22, 2021 • 2min
The Drill Down - Introduction
Cory Johnson introduces us to the new Drill Down Podcast.
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