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 mo...
Jul 06, 2021•35 min•Ep. 46
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 loo...
Jul 02, 2021•43 min•Season 1Ep. 45
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 ...
Jul 01, 2021•33 min•Season 1Ep. 44
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. Visi...
Jun 30, 2021•39 min•Season 1Ep. 43
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
Jun 29, 2021•39 min•Season 1Ep. 42
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 cho...
Jun 28, 2021•37 min•Season 1Ep. 41
Nike (NKE) reaps the effects of its digital transformation with double digit growth. The mall is back - what does that mean for retailers like Express (EXPR)? Plus transportation companies can’t seem to get CalAmp’s (CAMP) into the field. And Zeo Capital Advisors portfolio manager Marcus Moore discusses casual shoe brand Caleres (yep, good ole’ Brown Shoes) and their newfound profitability in e-commerce (CAL). The Drill Down with Cory Johnson offers a daily look at the business stories behind st...
Jun 25, 2021•36 min•Season 1Ep. 40
FireEye COO explains exactly how the big break up will happen in cyber security (FEYE). A big privacy decision by Google means big profits for Criteo and others (CRTO). RiteAid struggles to find enough sick people (RAD). KB homes explains why there’s a limit to how much housing prices can rise (KBH). 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
Jun 24, 2021•36 min•Season 1Ep. 39
Dan Springer, CEO of a surprisingly interesting Docusign (DOCU). Patterson Companies (PDCO), a veterinarian company that also likes some animals dead. AudioCodes (AUCU) grasping at the boom in videoconferencing. And Haverys (HVT), a furniture company that can’t get his hands on any furniture to sell. 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
Jun 23, 2021•34 min•Season 1Ep. 38
Why Apple, Amazon, Netflix and Uber use Teletech (TTEC) for customer service, Villere portfolio manager Lamar Villere explains. Planet Fitness (PLNT) attempts to regain its pre-pandemic membership levels. How McDonald’s (MCD) is learning everything about their customers and working to make its dining experience identical on its app. DoorDash (DASH) bets on grocery store chain Albertson’s, but is it too much? The Drill Down with Cory Johnson offers a daily look at the business stories behind stoc...
Jun 22, 2021•37 min•Season 1Ep. 37
Star Bulk Carriers president Hamish Norton (SBLK) on global shipping and supply chain headwinds and where to find the best talent for the shipping industry. Seres Therapeutics (MCRB) sees big health benefits where the sun doesn’t shine. Lydall (LDL) watches its filter technology grow in popularity. Raven Industries (RAVN) prepares for a future of autonomously driving tractors. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about...
Jun 21, 2021•41 min•Season 1Ep. 36
Why digital workflow leader ServiceNow (NOW) may be ripe for a growth spurt, Palio CEO Joe Greco explains. Adobe sees customers accelerating their digital businesses (ADBE). Gun sales for Smith & Wesson (SWBI) are through the roof, but is a nationwide ammunition shortage impeding those sales? Questions surround Athira Pharma’s (ATHA) sudden CEO shuffle. 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. Vi...
Jun 18, 2021•28 min•Season 1Ep. 35
OceanFirst Bank CEO Chris Maher (OCFC) tells The Drill Down how he managed to improve and grow his business during the pandemic. Will proposed government investments in semiconductors boost Taiwan Semiconductor (TSM)?. Why Kroger (KR) may not be concerned with a little inflation. Lennar (LEN) offers its pandemic thesis for rising home prices. 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.f...
Jun 17, 2021•35 min•Season 1Ep. 34
Plug Power CEO Andy Marsh (PLUG) on his goal of becoming the “Amazon of hydrogen fuel.” How Oracle (ORCL) plans to dominate cloud computing, we hear from CEO Safra Catz. Is Blue Apron’s (APRN) secondary share offering a sign of distress? One-time tax filers give H&R Block (HRB) a boost -- but will they be back? 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
Jun 16, 2021•35 min•Season 1Ep. 33
How Align Technology (ALGN) uses patents, data, 3D printing and artificial intelligence to stay ahead of increased Invisalign competition, Estimize founder Leigh Drogen explains. Spotify (SPOT) drops $60 million in another podcast investment taking out Alex Cooper’s “Call Her Daddy.” Lionsgate Entertainment (LGF.A) positions itself to compete with Hollywood’s streaming giants Netflix and Disney+ -- but only just a little. Blucora (BCOR) says good times are ahead when it comes to tax software. Th...
Jun 15, 2021•33 min•Season 1Ep. 32
Zscaler founder and CEO Jay Chaudhry (ZS) on preparing for future cybersecurity threats and the growing demand for zero-trust technology. Electric vehicle maker Fisker (FSR) finds fans on Wall Street while its CEO sells shares. Why Clean Energy Fuels (CLNE) is once again one of the most talked about stocks on Reddit’s WallStreetBets forum -- and how the CEO thinks he can keep up. Motorcar Parts of America (MPAA) is juggling rising demand for car parts during a automobile shortage. The Drill Down...
Jun 14, 2021•37 min•Season 1Ep. 31
Wells Fargo (WFC) tries to shore up its business and reputation leaning on credit cards. But will the Fed continue to cap its success? Advisors Capital Management CIO Chuck Lieberman explains. Urban One (UONE) pivots from radio stations to a casino. Vertex Pharma (VRTX) failed liver disease treatment might actually offer hope for the future. Crowdstrike (CRWD) organizes a world of threats in cybersecurity. And Tesla’s (TSLA) Elon Musk can’t get enough of Cory! The Drill Down with Cory Johnson of...
Jun 11, 2021•40 min•Season 1Ep. 30
How MasTec (MTZ) benefits from the move to 5G, James Investment CEO Barry James explains. Coinbase (COIN) wants you to be able to invest your 401K in cryptocurrencies. FuelCell (FCEL) keeps its eyes focused on a potentially hydrogen fuel cell powered future. Restoration Hardware (RH) predicts a $1 billion quarter thanks to demand for its furniture and home goods. Ocugen (OCGN) aims to follow in Pfizer and Moderna’s footsteps with its own Covid-19 vaccine. The Drill Down with Cory Johnson offers ...
Jun 10, 2021•35 min•Season 1Ep. 29
Behind CarMax’s (KMX) unique focus on technology, its brick-and-mortar footprint and customer personalization— and how much do they mark up your used car! Hennessy Focus Fund portfolio manager Brian Macauley explains. Gamestop (GME) taps two Amazon (AMZN) executives to be its new CEO and CFO and tells investors the company faces a tough turnaround. Royal Dutch Shell (RDSA) grapples with a court order to take climate change seriously. Merck’s woman-focused spinoff Organon (OGN) struggles to find ...
Jun 09, 2021•35 min•Season 1Ep. 28
Flotek chairman and CEO John Gibson (FTK) on how chemistry and data science are improving gas and oil drilling technology and how Flotek aims to be a green company in the fracking business. Fastly crashes the web showing just how important this San Francisco tech company is to the global internet (FSLY). And Wendy’s is a whole lot more than a square burger, it’s a hot stock, a tech story -- and a scathing Twitter account (WEN). Is the boom in Stitch Fix (SFIX) sales merely a result of stimulus c...
Jun 08, 2021•44 min•Season 1Ep. 27
Sunnova Energy founder and CEO John Berger (NOVA) on financing solar power in single family homes and expanding the lifespan of solar panels. Biogen (BIIB) celebrates the first new Alzheimer's treatment approved in 20 years. US Concrete (USCR) targets a comeback from Covid-19 pressures. Macquarie Infrastructure (MIC) unloads Atlantic Aviation and its private jet business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your...
Jun 07, 2021•41 min•Season 1Ep. 26
VSE Corporation CEO John Cuomo tries to turn around an important parts supplier to the Post Office and the military, all whilst dealing with COVID. (VSEC). MongoDB (MDB) takes aim at Oracle’s customer base. Forget signatures, Docusign (DOCU) sets its sights on “the agreement cloud.” BarkBox (BARK) finds its footing using technology to target its customer base -- yes, dogs! The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about you...
Jun 04, 2021•36 min•Season 1Ep. 25
Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself in two and shows just how different cybersecurity companies can be. Splunk (SPLK) finds that margins aren’t so puffy in the cloud. Ciena Corporation (CIEN) looks to take advantage of a global concern about China and Huawei. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad...
Jun 03, 2021•36 min•Season 1Ep. 24
Can Square (SQ) build a lasting business on Bitcoin? And is Jack Dorsey a safer investment than Elon Musk? Exponential Investment Partners’ Kevin Riley makes the case. Oilfield titan Schlumberger (SLB) predicts dollar signs as the world recovers from Covid-19. Zoom’s (ZOOM) ambitious plans to keep its pandemic momentum going after workers return to offices. Details on iRhythm Technologies’ (IRTC) sudden ouster of its CEO as it fights for bigger payment from Medicare for it’s digital heart rate m...
Jun 02, 2021•38 min•Season 1Ep. 23
The business of putting II-VI’s (IIVI) lasers into Apple’s iPhones, Kim Forrest of Bokeh Capital explains. AMC Entertainment (AMC) says business is booming even though it doesn't see the movie business recovering. MicroStrategy Incorporated (MSTR) explains how accounting rules are keeping companies from buying cryptocurrencies, especially Bitcoin. Devon Energy (DVN) prepares to drill and is on the hunt for acquisition targets. The Drill Down with Cory Johnson offers a daily look at the business ...
Jun 01, 2021•40 min•Season 1Ep. 22
Skyline Champion (SKY) bets big on future demand for mobile and modular homes, Kevin Silverman of Sterling Partners Equity Advisors explains. HP (HPQ) can’t get enough parts to fill demand, and prepares for a post-pandemic slow down on personal computers purchases. And the new artificial intelligence powering Yext’s (YEXT) answer to the yellow pages. But is it enough to overcome accounting problems? Plus, Ollie’s Bargain Outlet (OLLI) successful Covid-19 strategy has other retailers taking notes...
May 28, 2021•38 min•Season 1Ep. 21
The copper crown weighs heavy on the head of Freeport-McMoRan (FCX), as Global X Fund’s Jay Jacobs explains. How “nice” pays off for Workday (WDAY). Behind Okta’s (OKTA) successful “zero trust” strategy, and the lack of trust investors are showing of the company of late. And Owens & Minor (OMI) gives us a glimpse at how hospitals are changing their buying and planning for the next pandemic. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move...
May 27, 2021•38 min•Season 1Ep. 20
Is Crown Castle International (CCI) poised to be a 5G powerhouse? Palio president and CEO Joe Greco gives us his take. Trust is overrated, as “zero trust” cybersecurity company Zscaler (ZS) reports strong sales. Dicks Sporting Goods (DKS) eyes those stimulus checks as consumers prepare to go back to school. And Urban Outfitters (URBN) reports a RECORD setting quarter as “she” finally ditches the sweat pants post-pandemic. The Drill Down with Cory Johnson offers a daily look at the business stori...
May 26, 2021•38 min•Season 1Ep. 19
IAC spins off Vimeo (VMEO), but will the video company be able to maintain its pandemic growth? Urban fashion is the secret sauce to jaw dropping growth at Citi Trends’ (CTRN). Lordstown Motors (RIDE) gives us an electric reminder that truck maker need to make trucks! And portfolio manager Lamar Villere says Medicare Advantage broker eHealth (EHTH) has plenty of room to grow and can put its accounting problems, activist investors and short sellers in the rear view mirror. The Drill Down with Cor...
May 25, 2021•38 min•Season 1Ep. 18
Can Discovery (DISCA), fueled with HBO and Warner Brothers content positions itself to be the streaming king, says Smead Capital president Cole Smead. Also, what Amazon (AMZN) could do with MGM’s iconic library of film and television. DraftKings (DKNG) mines content -- and perhaps a Bleacher Report acquisition -- to boost online sports betting. Virgin Galactic (SPCE) celebrates a successful launch and a much needed vote of confidence for its business. A failed liver disease treatment shakes NGM ...
May 24, 2021•38 min•Season 1Ep. 17
