The Drill Down

Lamar Villere, a portfolio manager at Villere & Co. in New Orleans, dives into the fascinating world of Porch Group, likening it to the Amazon of home services. He shares insights on the Tattooed Chef's surprising struggles with inflation and Rocket Companies' impressive Q2 performance across various loan sectors. Villere also discusses Honest Company’s ongoing challenges with destocking issues post-IPO. Packed with engaging analysis, this conversation sheds light on innovative business models and market dynamics.

Patterson Companies (PDCO) CEO Mark Walchirk walks us through the similarities of being in both the animal health and dental industry. What Desktop Metal (DM) acquiring ExOne (XONE) means for the future of 3D printing. Rackspace Technology (RXT) CEO says they are in a transition phase as they see a slow down in growth. Laird Superfood (LSf) can’t find their post-public footing with online sales inefficiencies, Costco sales problems, and an exiting CEO. 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

Lemonade (LMND) CFO Tim Bixby explains why Lemonade shrinking revenues are of little concern. HyreCar (HYRE) floundering bet on peer-to-peer car-sharing. What happens to a cold and  flu medicine provider if no one gets a cold or the flu? Perrigo (PRGO) needs to know. As the wellness industry thrives, WW International (WW) formerly known as Weight Watchers, blames industry trends for their bad numbers. 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

Hennessy Focus Fund's Brian Macauley discusses Allegiant Air (ALGT) and the longevity in ultra low cost carriers. AMC Theatres (AMC) talks a big game, but will their years’ box office numbers actually be enough to become profitable? Kansas City Southern (KSU) is still on track to railway innovation and efficiency by utilizing precision scheduled railroading. How Metromile’s (MILE) pay-per-mile car insurance isn’t really paying. 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

Vista Outdoor (VSTO) CEO Chris Metz discusses magic bullets and designer guns. Tyson Foods (TSN) gets hit by the big chicken inflation. Why this Cathie Wood’s stock pick, Aterian (ATER) isn’t seeing their smart products succeed. How the new US infrastructure bill could force crypto companies to leave the United States including Coinbase (COIN) #bitcoin, #xrp, #Ethereum. 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

Star Bulk Carriers (SBLK) president Hamish Norton discusses his company’s great quarter and breaks down what’s happening with the global shipping supply chain. Good news for the Goodyear Tire & Rubber Company (GT) as consumers hold onto their used vehicles. Sunrun (RUN) sees a boost in solar batteries. Why DraftKings (DKNG) is betting big on NFTs. 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

SentinelOne’s (S) recent IPO shows how very different cybersecurity companies can be, with SineWave's Yanev Suissa. Fastly (FSLY) struggles after a lousy quarter after a crucial internet outage. How HubSpot (HUBS) CRM offering changes the game and grabs customers for keeps. Lemonade (LMND) warns that new insurance offerings will have bigger losses. 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

AquaBounty Technologies (AQB) CEO Sylvia Wulf on the challenges and promises of land based fish farming. Devon Energy (DVN) makes a losing bet while hedging oil price fluctuations. Why are Avis Budget Group’s cars so damn expensive this year? Their CFO says it’s not his fault. How 908 Devices (MASS) new technology can sniff out narcotics like fentanyl. 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

LendingClub (LC) CEO Scott Sanborn discusses the Radius Bank acquisition and skyrocketing loan originations and the end of banking as we know it. Clorox (CLX) battles post-pandemic filth. Why Activision Blizzard’s diversity problems could help Take-Two Interactive (TTWO). Marriott International (MAR) sees a rapid return to travel. And SEC chair Gary Gensler wants purview over Bitcoin, Ripple and XRP and the rest of the world of crypto. 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

Barrick Gold (GOLD) is a miner like no other, says Gainesville Coins' Everett Millman. Parker Hannifin (PH), Meggitt and the profiteers of the new space race. The strategy behind Square (SQ) acquiring AfterPay and the dependence on bitcoin. The company behind Israel’s Drone Dome, RADA Electronic Industries (RADA). 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