

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

Jul 30, 2021 • 38min
Ep. 64: Plug Power with Global X's Andrew Little, Chevron, CareDx, Caterpillar
Plug Power (PLUG) fuel cell business surges ahead and is poised for even more success, says Global X's Andrew Little. How Chevron (CVX) has surpassed their initial climate change goals. Why all eyes are on CareDx’s (CDNA) novel DNA treatment for kidney disease -- and more. And why Caterpillar (CAT) is succeeding with autonomous driving even as Tesla fails. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jul 29, 2021 • 36min
Ep: 63: Iridium Communications CEO Matt Desch, PayPal, Tempur Sealy International, VSE Corporation
Iridium Communications (IRDM) CEO Matt Desch on pioneering satellite technology and the future of mobile communications. VSE Corporation (VSEC) steers itself out of the pandemic. PayPal (PYPL) yearns for an eBay divorce. How Tempur Sealy International (TPX) is struggling with soaring demand for mattresses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jul 28, 2021 • 38min
Ep. 62: AVEO Pharmaceuticals CEO Michael Bailey, Shopify, McDonald’s, Six Flags Entertainment
AVEO Pharmaceuticals (AVEO) CEO Michael Bailey explains why we’re finally making big progress on cures for cancers. McDonald’s (MCD) and their crispy chicken domination (sorry Wendy’s). Shopify (SHOP) finds a way to get customers online AND offline. Six Flags Entertainment (SIX) sees post pandemic boom, but will hiring struggles cause this roller coaster ride -- an ACTUAL roller coaster ride -- to slow down? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jul 27, 2021 • 45min
Ep. 61: eXp World Holdings CEO Glenn Sanford, Tesla, UPS, ATI Physical Therapy
eXp World Holdings (EXPI) CEO Glenn Sanford tells us why real estate agents are flocking to virtual selling. OPP (other people’s problems) is the bain of UPS (UPS)? ATI Physical Therapy (ATIP) collapses after a messy quarter just weeks after their SPAC IPO. Why did the Tesla (TSLA) earnings call feel so weird? *cough* Elon Musk *cough*. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jul 26, 2021 • 45min
Ep. 60: SPACs with dMY Technology's Niccolo De Masi, Rush Street Interactive, Hasbro, Lockheed Martin, MicroStrategy
SPAC Godfather Niccolo De Masi of dMY Technology shares his growing portfolio of new companies, including online gaming platform Rush Interactive (RSI), sports data provider Genius Sports (GENI), computing pure-play IONQ (DMYI) and orbital imaging company Planet Labs (DMYQ). Hasbro (HAS) sees a future in digital games. Lockheed Martin (LMT) loves space, but can’t talk about it. MicroStrategy (MSTR) loves a bitcoin rally. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jul 23, 2021 • 28min
Ep. 59: Surgery Partners with Hood River Capital Management’s David Swank, Snap, Clearfield, Boston Beer Company
Hood River Capital Management’s David Swank shares the ABC’s on ASC’s over at Surgery Partners (SRGY) and the big business of outpatient surgeries. Can Snap's (SNAP) new product, Spotlight, upstage TikTok? Clearfield (CLFD) sees a surge in growth thanks to their tier two clientele. Boston Beer Company (SAM) seltzers sink, but can a move into hard liquor help? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jul 22, 2021 • 34min
Ep. 58: Omeros Corporation with Jacob Funds' Darren Chervitz, Del Taco, Crocs, MarineMax
A Covid cure from Omeros (OMER)? We discuss with Jacob Funds' Darren Chervitz. After strong second quarter earnings can Del Taco (TACO) overcome problems in its supply chain AND Taco Bell? Crocs (CROX) are cool, but are they back-to-school cool? MarineMax’s (HZO) big quarter even as inventory is thin. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jul 21, 2021 • 35min
Ep. 57: Cambium Networks CEO Atul Bhatnagar, United Airlines, Verizon, Sleep Number
Cambium Networks (CMBM) CEO Atul Bhatnagar talks about the weird and wonderful business of point-to-point WiFi and offering cell service to Everest base camp. How the Delta variant ISN’T impacting travel for United Airlines (UAL). Why Verizon (VZ) is happy it’s not getting late fees. Will Sleep Number (SNBR) find a solution to a broken supply chain? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jul 20, 2021 • 35min
Ep. 56: Fastly CEO Joshua Bixby, Iridium Communications, IBM, Synchrony
Fastly (FSLY) uses developers to sneak into the C-suite and rapid growth. CEO Joshua Bixby explains. IBM tops a very low bar. Synchrony (SYF) sees a return to the golden era of debt. And Iridium Communications has problems at sea -- and they’re not what you’d think. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jul 19, 2021 • 32min
Ep. 55: Alibaba with J Capital's Anne Stevenson-Yang, Tractor Supply Company, AutoNation, Prologis
Is Alibaba’s (BABA) really as confusing as Enron? J Capital's Anne Stevenson-Yang explains her take. The worsening COVID infection rate worries Tractor Supply Company (TSCO) and slams its stock. AutoNation (AN) explains why inflation really might be transitory! Why Prologis (PLD) may be putting its renters on edge. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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