The Drill Down

Digitizing the home services industry with Porch CEO Matt Ehrlichman (PRCH). Syndax Pharmaceuticals (SNDX) looks past recent drug setbacks and makes a collaboration agreement with Incyte (INCY) on a novel cancer treatment. Biotech company Keros Therapeutics (KROS) says it might have a cure for rare blood diseases… but does 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 megaphone.fm/adchoices

Electric car batteries die -- and Li-Cycle (LICY) Co-Founder Ajay Kochhar and Tim Johnston have $1.7b company aiming to profit from that problem. Costco Wholesale’s (COST) unique approach to shipping problems -- buy a bigger boat! How Nike (NKE) manages relationships with its customers while raising prices. Vail Resorts (MTN) sees dollar signs after investing itself and lowering some prices despite facing challenging situations at some locations. 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

Tripadvisor’s (TRIP) evolution, post-pandemic plans and bet on flexibility and  subscription-based travel, Clockwise Capital’s James Cakmak explains. BlackBerry (BB) has rosy predictions for the future... but there’s a “wild card.” Carnival (CCL) sets sail again-- under their terms, not those of the governor of Florida. What reported oil sands challenges potentially facing Suncor Energy (SU) may mean for the industry and consumers. 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

From crypto to couches, Overstock.com CEO Jonathan Johnson (OSTK) on the re-invention of his company -- and defending the Sith Lord conspiracy. Adobe (ADBE) tells a tale about the future of marketing-- but is anyone listening? Stitch Fix (SFIX) tries to convince us that bloated inventories don’t matter anymore… and maybe they’re right. Why FedEx’s (FDX) labor shortages may spell trouble for everyone. 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

With $1 billion in charitable contributions from over 15,000 companies in 100 countries, Pledge 1% CEO Amy Lesnick tells us about her innovative method of corporate giving. Battery maker Quantumscape (QS) says it has signed up a second big automaker customer…  but it won’t say who. Lennar (LEN) shares a litany of  supply chain woes. RBC Bearings (ROLL) gets an unfriendly reminder of just how important Boeing is to its business. 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

The real story of this market sell off China Evergrande, exploding debt and the long slow burn of an iron ore sell-off.  Could Mirati Therapeutics (MRTX) have a colon cancer cure? And meet the cloud-based technology powering your bank: MeridianLink and CEO Nicolaas Vlok (MLNK). Electric vehicle maker Li Auto (LI) didn’t see this coming: Malaysian radar woes. Mining giant Cleveland-Cliffs (CLF) says China’s declining steel production is just one of the foreign woes facing the domestic steel industry. 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

The difficulty of medical device sales during COVID-19 with Bioventus CEO Ken Reali (BVS). Facebook (FB) and Apple (AAPL) go nose-to-nose over consumer privacy. Mastercraft Boat Holdings (MCFT) says the boating lifestyle is hot... but what about boating inventories? Where Thermo Fisher Scientific (TMO) may find the growth they’re predicting. 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

How Origin Materials (ORGN) makes plastic out of wood chips with co-CEOs John Bissell and Rich Riley. Laureate Education (LAUR) focuses its business on Mexico and Peru. A failed drug test that might actually not be a failure for Aerie Pharmaceuticals (AERI). Buy now, pay later fintech company GreenSky (GSKY) gets Goldman Sachs’ attention. 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

How to weaponize T cells to fight cancer with Legend Biotech CEO Ying Huang, PhD. (LEGN). Why EXACT Sciences (EXAS) has recruited hundreds of former Pfizer employees. Valero Energy (VLO) gets to work restarting refineries that were shutdown because of Hurricane Ida. Casper Sleep (CSPR) struggles as its CEO is busy launching other businesses. Robinhood (HOOD) tours colleges to recruit customers. 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

How the largest silver miner in Mexico is trying to get out of a $500 million tax bill. Gainesville Coins' Everett Millman tells us about First Majestic Silver (AG). Opendoor Technologies (OPEN) explains its unique method of selling homes.  Oracle (ORCL) faces some new challenges in the cloud. Crocs (CROX) bets on a huge post-pandemic boom for its iconic, yet polarizing shoes. Apple (AAPL) races to plug a software vulnerability. 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