SITE Centers (SITC) CEO David Lukes tells us why he thinks he’s unlocked the key to success in retail real estate. How the collapse of Afghanistan could slow down the electric cars business. Is the home improvement fad here to stay? Home Depot (HD) thinks so. Why plastic maker Danimer Scientific (DNMR) says COVID-driven restaurant shutdowns could be on the horizon. How Lightning Emotors’ (ZEV) is dealing with its supply chain problems. The Drill Down with Cory Johnson offers a daily look at the ...
Aug 17, 2021•39 min•Season 1Ep. 76
Builders FirstSource (BLDR) CEO David Flitman with the inside story of supplying a booming home building market amidst surging lumber prices, shipping woes and labor shortages ($5,000 signing bonuses for truck drivers?!?) With flagging US growth, Paysafe (PSFE) sets their sights on Latin America. What happens next after Sonos (SONO) received an early big win in their patent lawsuit against Google? It could take longer than they want. Why Niu Technologies (NIU) saw electric scooter sales soar in ...
Aug 16, 2021•38 min•Season 1Ep. 75
Porch Group (PRCH): the Amazon of home services? That’s the take from Villere portfolio manager Lamar Villere. How the Tattooed Chef (TTCF) underestimated the inflation. Rocket Companies (RKT) sees fantastic Q2 returns offering everything from mortgages to auto to solar loans. Why “destocking” problems won’t end for Honest Company (HNST). 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/ad...
Aug 13, 2021•34 min•Season 1Ep. 74
Patterson Companies (PDCO) CEO Mark Walchirk walks us through the similarities of being in both the animal health and dental industry. What Desktop Metal (DM) acquiring ExOne (XONE) means for the future of 3D printing. Rackspace Technology (RXT) CEO says they are in a transition phase as they see a slow down in growth. Laird Superfood (LSf) can’t find their post-public footing with online sales inefficiencies, Costco sales problems, and an exiting CEO. The Drill Down with Cory Johnson offers a d...
Aug 12, 2021•41 min•Season 1Ep. 73
Lemonade (LMND) CFO Tim Bixby explains why Lemonade shrinking revenues are of little concern. HyreCar (HYRE) floundering bet on peer-to-peer car-sharing. What happens to a cold and flu medicine provider if no one gets a cold or the flu? Perrigo (PRGO) needs to know. As the wellness industry thrives, WW International (WW) formerly known as Weight Watchers, blames industry trends for their bad numbers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on th...
Aug 11, 2021•38 min•Season 1Ep. 72
Hennessy Focus Fund's Brian Macauley discusses Allegiant Air (ALGT) and the longevity in ultra low cost carriers. AMC Theatres (AMC) talks a big game, but will their years’ box office numbers actually be enough to become profitable? Kansas City Southern (KSU) is still on track to railway innovation and efficiency by utilizing precision scheduled railroading. How Metromile’s (MILE) pay-per-mile car insurance isn’t really paying. The Drill Down with Cory Johnson offers a daily look at the business...
Aug 10, 2021•41 min•Season 1Ep. 71
Vista Outdoor (VSTO) CEO Chris Metz discusses magic bullets and designer guns. Tyson Foods (TSN) gets hit by the big chicken inflation. Why this Cathie Wood’s stock pick, Aterian (ATER) isn’t seeing their smart products succeed. How the new US infrastructure bill could force crypto companies to leave the United States including Coinbase (COIN) #bitcoin, #xrp, #Ethereum. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your a...
Aug 09, 2021•44 min•Season 1Ep. 70
Star Bulk Carriers (SBLK) president Hamish Norton discusses his company’s great quarter and breaks down what’s happening with the global shipping supply chain. Good news for the Goodyear Tire & Rubber Company (GT) as consumers hold onto their used vehicles. Sunrun (RUN) sees a boost in solar batteries. Why DraftKings (DKNG) is betting big on NFTs. 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 me...
Aug 06, 2021•38 min•Season 1Ep. 69
SentinelOne’s (S) recent IPO shows how very different cybersecurity companies can be, with SineWave's Yanev Suissa. Fastly (FSLY) struggles after a lousy quarter after a crucial internet outage. How HubSpot (HUBS) CRM offering changes the game and grabs customers for keeps. Lemonade (LMND) warns that new insurance offerings will have bigger losses. 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 megap...
Aug 05, 2021•33 min•Season 1Ep. 68
AquaBounty Technologies (AQB) CEO Sylvia Wulf on the challenges and promises of land based fish farming. Devon Energy (DVN) makes a losing bet while hedging oil price fluctuations. Why are Avis Budget Group’s cars so damn expensive this year? Their CFO says it’s not his fault. How 908 Devices (MASS) new technology can sniff out narcotics like fentanyl. 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 m...
Aug 04, 2021•35 min•Season 1Ep. 67
LendingClub (LC) CEO Scott Sanborn discusses the Radius Bank acquisition and skyrocketing loan originations and the end of banking as we know it. Clorox (CLX) battles post-pandemic filth. Why Activision Blizzard’s diversity problems could help Take-Two Interactive (TTWO). Marriott International (MAR) sees a rapid return to travel. And SEC chair Gary Gensler wants purview over Bitcoin, Ripple and XRP and the rest of the world of crypto. The Drill Down with Cory Johnson offers a daily look at the ...
Aug 03, 2021•39 min•Season 1Ep. 66
Barrick Gold (GOLD) is a miner like no other, says Gainesville Coins' Everett Millman. Parker Hannifin (PH), Meggitt and the profiteers of the new space race. The strategy behind Square (SQ) acquiring AfterPay and the dependence on bitcoin. The company behind Israel’s Drone Dome, RADA Electronic Industries (RADA). 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
Aug 02, 2021•38 min•Season 1Ep. 65
Plug Power (PLUG) fuel cell business surges ahead and is poised for even more success, says Global X's Andrew Little. How Chevron (CVX) has surpassed their initial climate change goals. Why all eyes are on CareDx’s (CDNA) novel DNA treatment for kidney disease -- and more. And why Caterpillar (CAT) is succeeding with autonomous driving even as Tesla fails. 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. Vis...
Jul 30, 2021•38 min•Season 1Ep. 64
Iridium Communications (IRDM) CEO Matt Desch on pioneering satellite technology and the future of mobile communications. VSE Corporation (VSEC) steers itself out of the pandemic. PayPal (PYPL) yearns for an eBay divorce. How Tempur Sealy International (TPX) is struggling with soaring demand for mattresses. 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
Jul 29, 2021•36 min•Season 1Ep. 63
AVEO Pharmaceuticals (AVEO) CEO Michael Bailey explains why we’re finally making big progress on cures for cancers. McDonald’s (MCD) and their crispy chicken domination (sorry Wendy’s). Shopify (SHOP) finds a way to get customers online AND offline. Six Flags Entertainment (SIX) sees post pandemic boom, but will hiring struggles cause this roller coaster ride -- an ACTUAL roller coaster ride -- to slow down? The Drill Down with Cory Johnson offers a daily look at the business stories behind stoc...
Jul 28, 2021•38 min•Season 1Ep. 62
eXp World Holdings (EXPI) CEO Glenn Sanford tells us why real estate agents are flocking to virtual selling. OPP (other people’s problems) is the bain of UPS (UPS)? ATI Physical Therapy (ATIP) collapses after a messy quarter just weeks after their SPAC IPO. Why did the Tesla (TSLA) earnings call feel so weird? *cough* Elon Musk *cough*. 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/adch...
Jul 27, 2021•45 min•Season 1Ep. 61
SPAC Godfather Niccolo De Masi of dMY Technology shares his growing portfolio of new companies, including online gaming platform Rush Interactive (RSI), sports data provider Genius Sports (GENI), computing pure-play IONQ (DMYI) and orbital imaging company Planet Labs (DMYQ). Hasbro (HAS) sees a future in digital games. Lockheed Martin (LMT) loves space, but can’t talk about it. MicroStrategy (MSTR) loves a bitcoin rally. The Drill Down with Cory Johnson offers a daily look at the business storie...
Jul 26, 2021•45 min•Season 1Ep. 60
Hood River Capital Management’s David Swank shares the ABC’s on ASC’s over at Surgery Partners (SRGY) and the big business of outpatient surgeries. Can Snap's (SNAP) new product, Spotlight, upstage TikTok? Clearfield (CLFD) sees a surge in growth thanks to their tier two clientele. Boston Beer Company (SAM) seltzers sink, but can a move into hard liquor help? 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. ...
Jul 23, 2021•28 min•Season 1Ep. 59
A Covid cure from Omeros (OMER)? We discuss with Jacob Funds' Darren Chervitz. After strong second quarter earnings can Del Taco (TACO) overcome problems in its supply chain AND Taco Bell? Crocs (CROX) are cool, but are they back-to-school cool? MarineMax’s (HZO) big quarter even as inventory is thin. 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
Jul 22, 2021•34 min•Season 1Ep. 58
Cambium Networks (CMBM) CEO Atul Bhatnagar talks about the weird and wonderful business of point-to-point WiFi and offering cell service to Everest base camp. How the Delta variant ISN’T impacting travel for United Airlines (UAL). Why Verizon (VZ) is happy it’s not getting late fees. Will Sleep Number (SNBR) find a solution to a broken supply chain? 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 mega...
Jul 21, 2021•35 min•Season 1Ep. 57
Fastly (FSLY) uses developers to sneak into the C-suite and rapid growth. CEO Joshua Bixby explains. IBM tops a very low bar. Synchrony (SYF) sees a return to the golden era of debt. And Iridium Communications has problems at sea -- and they’re not what you’d think. 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
Jul 20, 2021•35 min•Season 1Ep. 56
Is Alibaba’s (BABA) really as confusing as Enron? J Capital's Anne Stevenson-Yang explains her take. The worsening COVID infection rate worries Tractor Supply Company (TSCO) and slams its stock. AutoNation (AN) explains why inflation really might be transitory! Why Prologis (PLD) may be putting its renters on edge. 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
Jul 19, 2021•32 min•Season 1Ep. 55
Will Intel (INTC) buy GlobalFoundries to accelerate chip growth? How Alcoa (AA) believes Europe’s new carbon tax could be beneficial for business. What happened to American Outdoor Brands (AOUT) e-commerce sales? Global-X’s Jay Jacobs discusses Jacobs Engineering (J) and the longevity of big money in US infrastructure. 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
Jul 16, 2021•30 min•Season 1Ep. 54
UnitedHealth Group (UNH) and the return to pre-pandemic healthcare. Why The Joint Chiropractic (JYNT) is focusing on a digital strategy for future growth. Is the semiconductor shortage finally over at Taiwan Semiconductor Manufacturing (TSM)? And is Apple (AAPL) underappreciated? James Cakmak of Clockwise Capital thinks so. 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
Jul 15, 2021•30 min•Season 1Ep. 53
Norwegian Cruise Line (NCLH) and its CEO are ready to fight for the right to cruise with a fully vaccinated passenger list. But will Florida stand in Norwegian’s way? Why American Airlines (AAL) is betting business travel is poised for a different kind of comeback. Lennox International (LII) searches for a new CEO. And Purple Innovation (PRPL) CEO Joe Megibow tells us how to accelerate growth during a pandemic and make mattresses cool at the same time. The Drill Down with Cory Johnson offers a d...
Jul 14, 2021•39 min•Season 1Ep. 52
Loop Industries (LOOP) CEO Daniel Solomita discusses plastic waste and why his company hasn’t sold any product yet. PLx Pharma (PLXP) makes boring old drugs news again -- bringing us liquid aspirin! Why Conagra Brands (CAG) believes they have a winning inflation strategy. How does JPMorgan (JPM) stay ahead when it’s already ahead? 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
Jul 13, 2021•37 min•Ep. 51
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 stoc...
Jul 12, 2021•33 min•Season 1Ep. 50
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. Vi...
Jul 09, 2021•41 min•Season 1Ep. 49
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
Jul 08, 2021•40 min•Season 1Ep. 48
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 mor...
Jul 07, 2021•33 min•Season 1Ep. 47
