The Drill Down

Cory Johnson
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Jul 1, 2021 • 33min

Ep. 44: Microvision with Wolfpack Research’s Dan David, Gaotu Techedu, Tian Ruixiang Holdings, TAL Education Group, Robinhood, Krispy Kreme.

The Losers! The business stories behind the worst performing stocks of the second quarter including the worst small cap Tian Ruixiang Holdings (TIRX), the worst mid cap Gaotu Techedu (GOTU) and the worst large cap TAL Education Group (TAL). Wolfpack Research’s Dan David tells us why he thinks laser company Microvision (MVIS) might never get there with its bet on self-driving technology. 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
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Jun 30, 2021 • 39min

Ep. 43: EPR Properties with CenterSquare Investment Management's Scott Crowe, Vertex Energy, Cerevel Therapeutics, AMC

The business stories behind the best performing stocks of the second quarter including the best small cap Vertex Energy (VTNR), the best mid cap Cerevel Therapeutics (CERE) and the best large cap AMC (AMC). Plus Scott Crowe of CenterSquare Investment Management discusses why real estate play EPR Properties (EPR) should benefit from the experience economy. 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
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Jun 29, 2021 • 39min

Ep. 42: Yext CEO Howard Lerman, United Airlines, Facebook, Boeing

Yext (YEXT) CEO Howard Lerman tells us how AI and knowledge graphs help give the exact answers to all your Googled questions. United Airlines (UAL) is saying so long to budget airline competition. Why Facebook (FB) ads are here to stay and what Boeing (BA) is busy doing with new jet orders. 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
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Jun 28, 2021 • 37min

Ep. 41: Take-Two Interactive CEO Strauss Zelnick, Facebook, CEL-SCI, Appharvest, Tesla, Intellia Therapeutics

Take-Two Interactive CEO Strauss Zelnick (TTWO) on how the company makes its blockbuster games. Why CEL-SCI Corporation (CVM) isn’t giving up on its latest immunotherapy despite missing its primary endpoint. Appharvest’s (APPH) plan to build a network of indoor farms. Intellia Therapeutics (NTLA) leads all CRISPR stocks higher on promising results for gene editing. 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
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Jun 25, 2021 • 36min

Ep. 40: Caleres with Zeo Capital Advisors' Marcus Moore, Nike, Virgin Galactic, Express, CalAmp

Nike (NKE) reaps the effects of its digital transformation with double digit growth. The mall is back - what does that mean for retailers like Express (EXPR)? Plus transportation companies can’t seem to get CalAmp’s (CAMP) into the field. And Zeo Capital Advisors portfolio manager Marcus Moore discusses casual shoe brand Caleres (yep, good ole’ Brown Shoes) and their newfound profitability in e-commerce (CAL). 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
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Jun 24, 2021 • 36min

Ep. 39: FireEye COO John Watters, Rite Aid, Criteo, KB Homes

FireEye COO explains exactly how the big break up will happen in cyber security (FEYE). A big privacy decision by Google means big profits for Criteo and others (CRTO).  RiteAid struggles to find enough sick people (RAD). KB homes explains why there’s a limit to how much housing prices can rise (KBH). 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
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Jun 23, 2021 • 34min

Ep. 38: Docusign CEO Dan Springer, Havertys Furniture, Patterson Companies, AudioCodes

Dan Springer, CEO of DocuSign, who led the company from e-signature to a broader Agreement Cloud. He discusses how COVID accelerated digital signature use. He highlights Analyzer and AI tools that surface risky clauses. He explains expansion into contract lifecycle and new use cases, plus ways DocuSign grows usage inside customers.
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Jun 22, 2021 • 37min

Ep. 37: Teletech with Villere's Lamar Villere, DoorDash, McDonald’s, Planet Fitness, Blackstone

Why Apple, Amazon, Netflix and Uber use Teletech (TTEC) for customer service, Villere portfolio manager Lamar Villere explains. Planet Fitness (PLNT) attempts to regain its pre-pandemic membership levels. How McDonald’s (MCD) is learning everything about their customers and working to make its dining experience identical on its app. DoorDash (DASH) bets on grocery store chain Albertson’s, but is it too much?  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
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Jun 21, 2021 • 41min

Ep. 36: Star Bulk Carriers president Hamish Norton, Seres Therapeutics, Lydall, Raven Industries

Star Bulk Carriers president Hamish Norton (SBLK) on global shipping and supply chain headwinds and where to find the best talent for the shipping industry. Seres Therapeutics (MCRB) sees big health benefits where the sun doesn’t shine. Lydall (LDL) watches its filter technology grow in popularity. Raven Industries (RAVN) prepares for a future of autonomously driving tractors. 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
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Jun 18, 2021 • 28min

Ep 35: ServiceNow with Palio CEO Joe Greco, Adobe, Smith & Wesson, Athira Pharma

Why digital workflow leader ServiceNow (NOW) may be ripe for a growth spurt, Palio CEO Joe Greco explains. Adobe sees customers accelerating their digital businesses (ADBE). Gun sales for Smith & Wesson (SWBI) are through the roof, but is a nationwide ammunition shortage impeding those sales? Questions surround Athira Pharma’s (ATHA) sudden CEO shuffle. 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

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