

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

Aug 27, 2021 • 42min
Ep. 84: Matterport CEO RJ Pittman, Ollie's Bargain Outlet, Workday, Bill.com, Federal Reserve
Matterport (MTTR) CEO RJ Pittman talks on digitizing and 3D capturing for the home and real estate industry. Ollie's Bargain Outlet (OLLI) tries to put a positive spin on inventory bottlenecks. Workday (WDAY) on what CEOs are really saying about about the pandemic. Bill.com (BILL) sees small businesses rushing into digital transformation --- and has the numbers to prove it. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 26, 2021 • 37min
Ep. 83: Unisys COO Eric Hutto, Taiwan Semiconductor, Lordstown Motors, Dollar Tree, Autodesk, Pure Storage
Unisys (UIS) COO Eric Hutto discusses why his company is putting it all on the line for the digital cloud. Trouble at the tree. How is Dollar Tree (DLTR) dealing with higher freight costs and inflation issues? After new acquisitions and partnerships, is Autodesk (ADSK) gearing up for a global takeover across the architecture, engineering, and construction software world? Pure Storage (PSTG) steers ahead banking on a future big win with net new logo gains. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 25, 2021 • 35min
Ep.82: Enovix CEO Harrold Rust and chairman T.J. Rodgers, Urban Outfitters, Nordstrom, Sporting Goods, OnlyFans
Enovix (ENVX) CEO Harrold Rust and chairman T.J. Rodgers on building advanced Lithium-ion batteries. Could Urban Outfitters (URBN) be facing empty shelves come holiday season? Nordstrom (JWN) business shrinks and shrinks and shrinks. Dicks Sporting Goods (DKS) explains how the post-COVID world has changed how we recreate. And COVID is the behind the scene actor driving OnlyFans. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 24, 2021 • 37min
Ep. 81: STEM CEO John Carrington, Citi Trends, Palo Alto Networks, Flexsteel, Airbnb, Shopify, TikTok
STEM (STEM) CEO John Carrington on the software/hardware offering that could reduce what businesses pay for power. Palo Alto Networks (PANW) on the coming cyber security spending spree by the Federal Government. FlexSteel (FLXS), the little furniture maker in Dubuque, Iowa navigates China tariffs, Mexican politics and supply chain nightmares to deliver an impressive quarter. And Citi Trends (CTRN), the brick-and-mortar retailer CRUSHING it in the inner city. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 23, 2021 • 45min
Ep. 80: DigitalOcean CEO Yancey Spruill, DoorDash, Madison Square Garden Sports Corp, Tesla, Canoo, Intel
DigitalOcean (DOCN) CEO Yancey Spruill explains how their “developer cloud” and “droplets” help small businesses. The debate over gig economy drivers continues after Prop 22 was ruled unconstitutional. What does this mean for companies like DoorDash (DASH)? The benefits of being in EV for Tesla (TSLA) and Canoo (GOEV) as NHTSA tightens the reins on fuel efficiency requirements. Madison Square Garden Sports Corp’s (MSGE) bets on the Rockettes and sets sights on a new market: gambling. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 20, 2021 • 39min
Ep. 79: Horizon Technology Finance CEO Robert Pomeroy, Tesla, Applied Materials, Foot Locker, Apple, T-Mobile, Bill Ackman
Horizon Technology Finance (HRZN) CEO Robert Pomeroy gets real about how big companies borrow money without issuing BONDS. Tesla (TSLA) says prepare for its humanoid robots. But, what about Tesla’s other promises? How Applied Materials (AMAT) is managing the challenges facing the semiconductor industry. What Foot Locker’s (FL) WSS and atmos acquisitions mean for the future of footwear. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 19, 2021 • 47min
Ep. 78: Illumina CEO Francis deSouza, Robinhood, Synopsys, Toyota, Amazon, Adobe, OnlyFans
Illumina (ILMN) CEO Francis deSouza on acquiring Grail despite an ongoing antitrust probe and pioneering genome technology. How Synopsys (SNPS) leaned into the “age of Smart Everything” through semiconductor software innovation. Could the SEC throw a wrench in Robinhood’s (HOOD) most important revenue stream? What will the long term impact be as Toyota (TM) slashes global production? OnlyFans decides to put on clothes. Amazon (AMZN) plans to open its version of a department store. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 18, 2021 • 35min
Ep. 77: Eagle Point Credit Company Founder Tom Majewski, Lowe’s, The Children's Place, America's Car-Mart
Eagle Point Credit Company (ECC) Founder Tom Majewski tells us how he’s found success investing in the debt of other big companies. Why The Children's Place (PLCE) is rethinking their promotion strategy. Lowe’s (LOW) bets on even more DIY home improvement projects. Why this used car dealer, America's Car-Mart (CRMT) is struggling even while the used car market thrives. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 17, 2021 • 39min
Ep. 76: SITE Centers CEO David Lukes, Home Depot, Danimer Scientific, Lightning eMotors, Lithium, Afghanistan, Amazon, Walmart
SITE Centers (SITC) CEO David Lukes tells us why he thinks he’s unlocked the key to success in retail real estate. How the collapse of Afghanistan could slow down the electric cars business. Is the home improvement fad here to stay? Home Depot (HD) thinks so. Why plastic maker Danimer Scientific (DNMR) says COVID-driven restaurant shutdowns could be on the horizon. How Lightning Emotors’ (ZEV) is dealing with its supply chain problems. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Aug 16, 2021 • 38min
Ep. 75: Builders FirstSource CEO David Flitman, Paysafe, Sonos, Niu Technologies
Builders FirstSource (BLDR) CEO David Flitman with the inside story of supplying a booming home building market amidst surging lumber prices, shipping woes and labor shortages ($5,000 signing bonuses for truck drivers?!?) With flagging US growth, Paysafe (PSFE) sets their sights on Latin America. What happens next after Sonos (SONO) received an early big win in their patent lawsuit against Google? It could take longer than they want. Why Niu Technologies (NIU) saw electric scooter sales soar in China but still can’t get product to the US in size. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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