

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

Mar 1, 2023 • 38min
Ep. 194: Logitech International CEO Bracken Darrell, Jack in the Box, Agilent, Montrose Environmental Group
Where Logitech International CEO Bracken Darrell (LOGI) sees growth opportunities for the computer hardware maker as consumers think about pulling back on gadget-buying. Jack in the Box (JACK) has a winning strategy in Florida and Arkansas, is making expansion plans and weathering both food and labor inflation. The atomic technology that has Agilent (A) seeing a future in semiconductors. Behind the rapidly shrinking business at Montrose Environmental Group (MEG). 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

Feb 22, 2023 • 42min
Ep. 193: Calliditas CEO Renee Aguiar-Lucander, Coinbase, Albemarle Corporation, Dropbox
How Calliditas CEO Renee Aguiar-Lucander (CALT) aims to treat kidney disease– and win over regulators in China and the U.S. How Coinbase (COIN) is trying to make nice with the SEC and why it’s standing by its “stakes”. The challenges facing Albemarle Corporation (ALB) despite robust lithium demand. The rental properties that are causing headaches at Dropbox (DBX). 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

Feb 15, 2023 • 43min
Ep. 192: Zuora CEO Tien Tzuo, Airbnb, Ardmore Shipping, WESCO International
Why Zuora CEO Tien Tzuo (ZUO) says the future may be in the ability to rent everything everywhere for everyone. The path to profitability at Airbnb (ABNB). Ardmore Shipping (ASC) has a strong wind at its back… but still faces questions of illegal shipping with Russia. WESCO International (WCC) looks to digitize its legacy business and make the most of artificial intelligence. 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

Feb 9, 2023 • 42min
Ep. 191: SMART Global Holdings CEO Mark Adams, Brunswick Corporation, RH, Pinterest
SMART Global Holdings CEO Mark Adams (SGH) explains his successful strategy to keep revenue growing and take a leading position in semiconductors. How recreational boatmaker Brunswick Corporation (BC) was able to deliver record results despite economic headwinds… and sell more engines than boats. RH (RH) gets a reminder that accounting matters. How Pinterest (PINS) is evolving and finding growth. 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

Feb 1, 2023 • 36min
Ep. 190: Simulations Plus CEO Shawn O’Connor, AMD, Whirlpool, Match Group
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

Jan 25, 2023 • 36min
Ep. 189: Primo Water CEO Tom Harrington, Zion Bancorporation, Baker Hughes, Halliburton
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 megaphone.fm/adchoices

Jan 20, 2023 • 42min
Ep. 188: Calavo Growers CEO Brian W. Kocher, J.B. Hunt Transport Services, Roblox, KeyCorp
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

Jan 11, 2023 • 42min
Ep. 187: Titan International CEO Paul Reitz, Healthequity, Walgreens Boots Alliance, Irhythm Technologies
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 choices. Visit megaphone.fm/adchoices

Jan 4, 2023 • 44min
Ep. 186: Sumo Logic CEO Ramin Sayar, Absolute Software, VICI Properties, Dice Therapeutics
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

Dec 28, 2022 • 40min
Ep. 185: Five Below CEO Joel Anderson, Tesla, Vapotheroem, Enochian Biosciences
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


