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PODCAST

The Drill Down

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.

business investing

All Episodes

38:00

Ep. 64: Plug Power with Global X's Andrew Little,...

The Drill Down ·

2021/07/30

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. Visit

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36:18

Ep: 63: Iridium Communications CEO Matt Desch,...

The Drill Down ·

2021/07/29

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

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38:05

Ep. 62: AVEO Pharmaceuticals CEO Michael Bailey,...

The Drill Down ·

2021/07/28

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 stocks

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45:26

Ep. 61: eXp World Holdings CEO Glenn Sanford, Tesla,...

The Drill Down ·

2021/07/27

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

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45:26

Ep. 60: SPACs with dMY Technology's Niccolo De Masi,...

The Drill Down ·

2021/07/26

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 stories

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27:45

Ep. 59: Surgery Partners with Hood River Capital...

The Drill Down ·

2021/07/23

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

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34:15

Ep. 58: Omeros Corporation with Jacob Funds' Darren...

The Drill Down ·

2021/07/22

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

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34:35

Ep. 57: Cambium Networks CEO Atul Bhatnagar, United...

The Drill Down ·

2021/07/21

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

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35:21

Ep. 56: Fastly CEO Joshua Bixby, Iridium...

The Drill Down ·

2021/07/20

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

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32:29

Ep. 55: Alibaba with J Capital's Anne Stevenson-Yang,...

The Drill Down ·

2021/07/19

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

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29:46

Ep. 54: Jacobs Engineering with Global-X’s Jay...

The Drill Down ·

2021/07/16

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

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30:26

Ep. 53: Apple with Clockwise Capital's James Cakmak,...

The Drill Down ·

2021/07/15

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

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39:05

Ep. 52: Purple Innovation CEO Joe Megibow, American...

The Drill Down ·

2021/07/14

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 daily

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36:39

Ep. 51: Loop Industries CEO Daniel Solomita,...

The Drill Down ·

2021/07/13

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

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32:30

Ep. 50: Fedex with RMW Commerce's Rick Watson, Virgin...

The Drill Down ·

2021/07/12

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 stocks

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41:12

Ep. 49: Outset Medical CEO Leslie Trigg, Wells Fargo,...

The Drill Down ·

2021/07/09

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. Visit

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39:30

Ep. 48: Devon Energy CEO Rick Muncrief, Helen of...

The Drill Down ·

2021/07/08

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

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33:18

Ep. 47: Atlas Technical with Sterling Partners Equity...

The Drill Down ·

2021/07/07

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 more

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35:21

Ep. 46: Ansys with Bokeh Capital's Kim Forest,...

The Drill Down ·

2021/07/06

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

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42:42

Ep. 45: Booking.com with Knights of Columbus Asset...

The Drill Down ·

2021/07/02

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 look

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704 results

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