The Drill Down

Business & Economics Podcasts

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.

Location:

United States

Description:

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.

Language:

English

Contact:

3238391849


Episodes

Ep. 190: Simulations Plus CEO Shawn O’Connor, AMD, Whirlpool, Match Group

2/1/2023
How software company Simulations Plus CEO Shawn O’Connor (SLP) enables pharmaceutical giants to digitally test the safety of new drugs. AMD (AMD) keeps expanding its footprint in datacenter chips. Whirlpool (WHR) sees an end to inflation. How Match Group (MTCH) plans to keep its love business growing in 2023. 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

Duration:00:36:28

Ep. 189: Primo Water CEO Tom Harrington, Zion Bancorporation, Baker Hughes, Halliburton

1/25/2023
The secret to Primo Water CEO Tom Harrington’s success providing high-quality drinking water and high profits one bottle at a time (PRMW). The rising expenses worrying Zion Bancorporation (ZION). Behind Baker Hughes’s (BKR) optimism about natural gas in 2023. And why Halliburton (HAL) says the North American market may surprise the oil industry. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit...

Duration:00:36:24

Ep. 188: Calavo Growers CEO Brian W. Kocher, J.B. Hunt Transport Services, Roblox, KeyCorp

1/20/2023
How avocado king Calavo Growers CEO Brian W. Kocher (CVGW) juggles cost pressures and the fury of mother nature. Why J.B. Hunt Transport Services (JBHT) is optimistic about the state of the supply chain. Behind the explosive growth at gaming company Roblox (RBLX). KeyCorp (KEY) focuses on digitization and loans. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:42:11

Ep. 187: Titan International CEO Paul Reitz, Healthequity, Walgreens Boots Alliance, Irhythm Technologies

1/11/2023
Titan International CEO Paul Reitz (TWI) explains the tire-maker’s path to profitability. Walgreens Boots Alliance (WBA) paints a vision for the future at the JPMorgan Healthcare Conference. Healthequity (HQY) see rising popularity in health savings accounts. Irhythm Technologies (IRTC) has a potential lifesaving technology for undiagnosed irregular heartbeats. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad...

Duration:00:40:41

Ep. 186: Sumo Logic CEO Ramin Sayar, Absolute Software, VICI Properties, Dice Therapeutics

1/4/2023
Sumo Logic CEO Ramin Sayar (SUMO) tells us how he’s making cloud-native applications secure. Absolute Software (ABST) shows the value of understanding your customer. VICI Properties (VICI) keeps making winning bets in Las Vegas. Dice Therapeutics (DICE) emerges as a leader in its field thanks to a new therapy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:43:25

Ep. 185: Five Below CEO Joel Anderson, Tesla, Vapotheroem, Enochian Biosciences

12/28/2022
Five Below CEO Joel Anderson (FIVE) explains his expansion strategy for 2023 and how he uses technology to anticipate his customers’ needs. Are Tesla’s (TSLA) problems all about Elon Musk? Vapotheroem (VAPO) looks for a way forward without a pandemic. Enochian Biosciences (ENOB) struggles to move beyond multiple controversies. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:38:51

Ep. 184: DigitalOcean CEO Yancey Spruill, Calavo Growers, FuelCell Energy, Worthington Industries

12/22/2022
Cloud computing heavyweight DigitalOcean CEO Yancey Spruill (DOCN) on building a winning digital strategy and competing with Amazon Web Services. How avocado giant Calavo Growers (CVGW) manages shifting inflationary pressures. Why FuelCell Energy (FCEL) may be running out of fuel. How steel company Worthington Industries (WOR) is preparing for 2023. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices....

Duration:00:37:32

Ep. 183: TravelCenters of America CEO Jonathan Pertchik, Lennar, RCI Hospitality Holdings, Rev Group

12/15/2022
TravelCenters of America CEO Jonathan Pertchik (TA) gauges the health of the U.S. consumer through the lens of the open road. How homebuilding giant Lennar (LEN) is preparing for more challenges to the housing industry. Strip club king RCI Hospitality Holdings (RICK) goes on a shopping spree and strategizes on wooing a younger clientele. Rev Group (REVG) finds work making fleets of school buses. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on...

Duration:00:36:17

Ep. 182: Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM), Lululemon, DocuSign, Johnson Outdoors

12/9/2022
Will flying cars ever get off the ground? Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM) makes the case for its vertical take-off and landing jets. Lululemon (LULU) has a unique spin on its inventory. Where DocuSign (DOCU) keeps finding new customers. How Johnson Outdoors (JOUT) successfully managed supply chain concerns. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit...

Duration:00:34:42

Ep. 181: Alteryx CEO Mark Anderson, Hormel, Docusign, Inotiv

12/1/2022
How Alteryx CEO Mark Anderson (AYX) is making data analysis available to everyone. Hormel (HRL) gets a taste of higher feed costs. Who is running Docusign (DOCU)? How monkey smuggling cost Inotiv (NOTV) $250 million. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:36:20

Ep. 180: Aflac COO Fred Crawford, Warner Music Group, Abercrombie & Fitch, Dollar Tree

11/23/2022
Aflac COO Fred Crawford (AFL) explains the insurance giant’s international strategy. Behind Warner Music Group’s (WMG) digital evolution. Abercrombie & Fitch (ANF) sees the upside of people returning to the office. What Dollar Tree (DLTR) understands about its customers that other discount retailers may want to study. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:41:11

Ep. 179: National Energy Services Reunited CEO Sherif Foda, Walmart, TJX Companies, Shoals Technologies

11/16/2022
The only Saudi Arabian company listed in the United States, National Energy Services Reunited CEO Sherif Foda (NESR), shares insight into global oil markets. How Walmart (WMT) and TJX Companies (TJX) are making inflation their friend… and handling a big change in supply chains. How Shoals Technologies (SHLS) is handling a huge surge in the solar business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad...

Duration:00:37:16

Ep. 178: Columbus McKinnon CEO David Wilson, R1 RCM, Plug Power, Silvergate Capital

11/10/2022
Columbus McKinnon CEO David Wilson (CMCO) gives us a glimpse into the health of factories across the globe. How cryptocurrency bank Silvergate Capital (SI) is managing challenges among crypto exchanges. Why some of R1 RCM’s (RCM) healthcare industry customers are having trouble paying their bills. How hydrogen fuel cell company Plug Power (PLUG) continues to plug forward in the race for more electric vehicles. The Drill Down with Cory Johnson offers a regular look at the business stories...

Duration:00:42:24

Ep. 177: Lightwave Logic CEO Michael Lebby, W. W. Grainger, Civitas Resources, Tge New York Times Company

11/3/2022
When might Lightwave Logic CEO Michael Lebby (LWLG) deliver on its promise of making the internet faster? The secret sauce propelling growth at W. W. Grainger (GWW). Managing the drilling strategy at oil and gas company Civitas Resources (CIVI). The digital lifeline improving prospects at The New York Times Company (NYT). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:35:57

Ep. 176: Sprinklr CEO Ragy Thomas, Spotify, Teradyne, Crown Holdings

10/27/2022
Sprinklr CEO Ragy Thomas (CXM) tells us how he plans on beating his competitors in the booming social customer service software market. Why Spotify (SPOT) is so confident in its podcasting business. Semiconductor and electronics test maker Teradyne (TER) gives us a glimpse into the health and future of the tech industry. Crown Holdings (CCK) reveals the raw materials headwinds it faces. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move....

Duration:00:38:51

Ep. 175: Planet Labs CEO Will Marshall, Silvergate Capital, Netflix, Lockheed Martin

10/20/2022
What Planet Labs CEO Will Marshall (PL) is doing to combat climate change… and make its mark in the emerging space industry. Crypto bank Silvergate Capital (SI) hints at when its stablecoin may be ready. How Netflix (NFLX) got its groove back… and revels the eye popping number of its production budget. Lockheed Martin (LMT) reveals some secrets about billions of dollars in classified weapons development, including weapons in space. The Drill Down with Cory Johnson offers a daily look at the...

Duration:00:38:59

Ep. 174: Designer Brands CEO Roger Rawlins, Levi’s, Tilray, Applied Micro Devices

10/12/2022
Footwear retailer Designer Brands CEO Roger Rawlins (DBI) tells us how he changed his business during the pandemic with a less-is-more strategy. When marijuana company Tilray (TLRY) may start to capitalize on a friendlier stance on cannabis at the White House. Applied Micro Devices (AMD) gives a warning about the direction of the personal computing industry. Inflation, supply chain issues and a strong dollar are making Levi’s (LEVI) blue… but the company sees more consumers wearing Levi’s to...

Duration:00:33:26

Ep. 173: Endava CEO John Cotterell, Helen of Troy, Micron Technologies, RPM International

10/6/2022
Endava CEO John Cotterell (DAVA) on how to manage decade-long relationships with corporate clients and keep IT business growing. Helen of Troy (HELE) sees inflation take a bite out of its beauty business. Micron Technologies (MU) makes a massive bet on a new semiconductor factory and forecasts what’s next for personal computers. How RPM International (RPM) keeps its coating business growing despite rising costs. The Drill Down with Cory Johnson offers a regular look at the business stories...

Duration:00:27:33

Ep. 172: Trinity Capital CEO Steve Brown, AutoZone, Apogee Enterprises, Bowlero

9/22/2022
Trinity Capital CEO Steve Brown (TRIN) gives us a master class in investing in growth-stage companies. How AutoZone (AZO) successfully hedges downward pressures on prices and customers. Apogee Enterprises (APOG) looks beyond office towers as customers for its windows. Bowlero (BOWL) bounces back from the pandemic and positions itself as an alternative to the company water cooler. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn...

Duration:00:39:14

Ep. 171: Secureworks CEO Wendy Thomas, American Outdoor Brands, Mastercraft Boat Holdings, FuelCell Energy

9/13/2022
How Secureworks CEO Wendy Thomas (SCWX) reimagined the cybersecurity company and is carving out a niche in a crowded field of threat detection. Is American Outdoor Brands (AOUT) a proverbial canary in the coal mine when it comes to shooting sports. Despite strong profits, what has Mastercraft Boat Holdings (MCFT) so worried about the industry? Will FuelCell Energy (FCEL) be able to finish a submarine base on schedule… and how might the green tech company benefit from increased climate...

Duration:00:36:34