

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

Dec 8, 2021 • 42min
Ep. 134: Lottery.com CEO Tony DiMatteo, Hershey, Cenovus Energy, StitchFix
Why have Lottery.com shares collapsed since its SPAC IPO? $LTRY CEO Tony DiMatteo defends the company. Hershey (HSY) finds its e-commerce footing during the pandemic -- it’s all about Pirate Booty! Hear how President Biden’s net-zero pledge could help oil sands producer Cenovus Energy (CVE). New strategies blow up in the face of the new StitchFix (SFIX) CEO Elizabeth Spaulding. 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 1, 2021 • 32min
Ep. 133: BigCommerce CEO Brent Bellm, Alibaba, Autodesk, Prologis
Why BigCommerce CEO Brent Bellm (BIGC) believes he has a smarter way to do e-commerce. Behind the incredible downward trajectory of one of the world’s biggest e-commerce companies, Alibaba (BABA). Autodesk (ADSK) offers a peek into why supply chain issues affect the sales of digital software. Prologis (PLD) gives us their unique take on building supply chain issues. 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

Nov 25, 2021 • 42min
Ep. 132: Planet Labs CEO Will Marshall, Peloton Interactive, Anaplan, Eargo
Planet Labs CEO Will Marshall explains how machine learning powered software and hundreds of powerful satellites will bring profits back to earth. And the turkeys of the stock market, struggling Peloton Interactive (PTON), Anaplan (PLAN) without a plan and Eargo (EAR) the hearing aid maker fighting off a criminal insurance fraud investigation. 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

Nov 18, 2021 • 38min
Ep. 131: 3D Systems CEO Dr. Jeffrey Graves, TJX Companies, StoneCo, Visa, Amazon
How 3D Systems CEO Dr. Jeffrey Graves (DDD) is rebooting the company. TJX Companies (TJX) manages rising wages and supply chain costs. Warren Buffett’s favorite fintech, StoneCo (STNE), collapses amid stories of Chinese hacking, an FBI raid and Brazilian credit fraud. Tension between Visa (VISA) and Amazon (AMZN). 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

Nov 10, 2021 • 27min
Ep. 130: Wejo CEO Richard Barlow, Codexis, Bill.com, Confluent
Wejo CEO Richard Barlow explains why he believes the future of transport is in data. As Codexis (CDXS) sees its biofuels business crash… the company finds a potential COVID cure in the ashes. Bill.com (BILL) sees spectacular growth with its more recent acquisition. How big-data company Confluent (CFLT) is innovating inventory management. 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

Nov 3, 2021 • 32min
Ep. 129: Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers, Criteo, Mondelez International, Irhythm Technologies
Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers (GAME). How digital marketing company Criteo (CRTO) avoided the fate of other online media companies. Mondelez International’s (MDLZ) winning strategy around raising prices. Irhythm Technologies (IRTC) got crushed by Federal bureaucrats earlier in the year… now it fights its way back. 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

Oct 29, 2021 • 42min
Ep. 128: dMY Technology CEO Niccolo de Masi, Zendesk, United States Steel, Lendingtree, Evergrande
What makes a good SPAC with dMY’s CEO Niccolo de Masi. Why a mega-merger from Zendesk (ZEN) looks ridiculous. United States Steel (X) plots its future by hiring talent from outside the steel industry. Lendingtree (TREE) soars despite a surge in car crashes. 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

Oct 29, 2021 • 38min
Ep. 127: MannKind CEO Michael Castagna, Ultra Clean Holdings, LendingClub, Proto Labs, Facebook, Activision Blizzard
How MannKind CEO Michael Castagna (MNKD) is managing disappointing news from the FDA and staying focused on its goal of making hyper-personalized therapies. Ultra Clean Holdings (UCTT) sees an end to the global chip shortage. LendingClub (LC) focus on loan originations sees a big payoff. Why Proto Labs (PRLB) may be failing to course correct despite months of effort. 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

Oct 27, 2021 • 34min
Ep. 126: Arcturus Therapeutics CEO Joseph Payne, Spotify, Rollins, Robinhood Markets
Could Arcturus Therapeutics CEO Joseph Payne (ARCT) have a new COVID-19 vaccine and get to market through a trial in VIETNAM? Spotify (SPOT) rides, what else, podcasts to explosive growth. Rollins (ROL) juggles the concepts of organic growth versus acquired growth. Did Robinhood (HOOD) fool us all with exaggerated crypto-trading right before the IPO? 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

Oct 26, 2021 • 36min
Ep. 125: HIVE Blockchain Technologies CEO Frank Holmes, Bitcoin, Ethereum, Facebook, Lockheed Martin, Polaris
HIVE Blockchain Technologies CEO Frank Holmes (HIVE) tells us how he created the giant cryptocurrency miner. The numbers don’t lie… and the numbers show how Facebook (FB) keeps growing despite the challenging headlines. Lockheed Martin (LMT) claps back after being accused of running a rudderless ship. Polaris (PII) has supply chain problems…. but the company may see a light at the end of the tunnel. 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


