

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

Jun 17, 2021 • 35min
Ep. 34: OceanFirst Bank CEO Chris Maher, Taiwan Semiconductor, Kroger, Lennar
OceanFirst Bank CEO Chris Maher (OCFC) tells The Drill Down how he managed to improve and grow his business during the pandemic. Will proposed government investments in semiconductors boost Taiwan Semiconductor (TSM)?. Why Kroger (KR) may not be concerned with a little inflation. Lennar (LEN) offers its pandemic thesis for rising home prices. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jun 16, 2021 • 35min
Ep. 33: Plug Power CEO Andy Marsh, Oracle, Blue Apron, H&R Block
Plug Power CEO Andy Marsh (PLUG) on his goal of becoming the “Amazon of hydrogen fuel.” How Oracle (ORCL) plans to dominate cloud computing, we hear from CEO Safra Catz. Is Blue Apron’s (APRN) secondary share offering a sign of distress? One-time tax filers give H&R Block (HRB) a boost -- but will they be back? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jun 15, 2021 • 33min
Ep. 32: Align Technology with Estimize's Leigh Drogen, Spotify, Lionsgate, Blucora
How Align Technology (ALGN) uses patents, data, 3D printing and artificial intelligence to stay ahead of increased Invisalign competition, Estimize founder Leigh Drogen explains. Spotify (SPOT) drops $60 million in another podcast investment taking out Alex Cooper’s “Call Her Daddy.” Lionsgate Entertainment (LGF.A) positions itself to compete with Hollywood’s streaming giants Netflix and Disney+ -- but only just a little. Blucora (BCOR) says good times are ahead when it comes to tax software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jun 14, 2021 • 37min
Ep. 31: Zscaler CEO Jay Chaudhry, Fisker, Clean Energy Fuels, Motorcar Parts of America
Zscaler founder and CEO Jay Chaudhry (ZS) on preparing for future cybersecurity threats and the growing demand for zero-trust technology. Electric vehicle maker Fisker (FSR) finds fans on Wall Street while its CEO sells shares. Why Clean Energy Fuels (CLNE) is once again one of the most talked about stocks on Reddit’s WallStreetBets forum -- and how the CEO thinks he can keep up. Motorcar Parts of America (MPAA) is juggling rising demand for car parts during a automobile shortage. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jun 11, 2021 • 40min
Ep. 30: Wells Fargo with Advisors Capital Management's Chuck Lieberman, Urban One, Vertex Pharma, Crowdstrike and Tesla
Wells Fargo (WFC) tries to shore up its business and reputation leaning on credit cards. But will the Fed continue to cap its success? Advisors Capital Management CIO Chuck Lieberman explains. Urban One (UONE) pivots from radio stations to a casino. Vertex Pharma (VRTX) failed liver disease treatment might actually offer hope for the future. Crowdstrike (CRWD) organizes a world of threats in cybersecurity. And Tesla’s (TSLA) Elon Musk can’t get enough of Cory! The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jun 10, 2021 • 35min
Ep. 29: MasTec with James Investment's Barry James, Coinbase, FuelCell, Restoration Hardware, Ocugen
How MasTec (MTZ) benefits from the move to 5G, James Investment CEO Barry James explains. Coinbase (COIN) wants you to be able to invest your 401K in cryptocurrencies. FuelCell (FCEL) keeps its eyes focused on a potentially hydrogen fuel cell powered future. Restoration Hardware (RH) predicts a $1 billion quarter thanks to demand for its furniture and home goods. Ocugen (OCGN) aims to follow in Pfizer and Moderna’s footsteps with its own Covid-19 vaccine. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jun 9, 2021 • 35min
Ep. 28: CarMax with Hennessy Focus Fund's Brian Macauley, Gamestop, Royal Dutch Shell, Organon, United Natural Foods
Behind CarMax’s (KMX) unique focus on technology, its brick-and-mortar footprint and customer personalization— and how much do they mark up your used car! Hennessy Focus Fund portfolio manager Brian Macauley explains. Gamestop (GME) taps two Amazon (AMZN) executives to be its new CEO and CFO and tells investors the company faces a tough turnaround. Royal Dutch Shell (RDSA) grapples with a court order to take climate change seriously. Merck’s woman-focused spinoff Organon (OGN) struggles to find its footing. United Natural Foods (UNFI) prepares for a return to pre-pandemic food-shopping habits. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jun 8, 2021 • 44min
Ep. 27: Flotek CEO John Gibson, Wendy’s, Stitch Fix, Fastly
Flotek chairman and CEO John Gibson (FTK) on how chemistry and data science are improving gas and oil drilling technology and how Flotek aims to be a green company in the fracking business. Fastly crashes the web showing just how important this San Francisco tech company is to the global internet (FSLY). And Wendy’s is a whole lot more than a square burger, it’s a hot stock, a tech story -- and a scathing Twitter account (WEN). Is the boom in Stitch Fix (SFIX) sales merely a result of stimulus checks? We hear from the CFO. And a look at the tax tricks employed by Jeff Bezos, Mike Bloomberg (our old boss), Warren Buffett and Elon Musk which has them paying so much less than the rest of us. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jun 7, 2021 • 41min
Ep. 26: Sunnova Energy CEO John Berger, Biogen, Apple, G7, US Concrete, Macquarie Infrastructure
Sunnova Energy founder and CEO John Berger (NOVA) on financing solar power in single family homes and expanding the lifespan of solar panels. Biogen (BIIB) celebrates the first new Alzheimer's treatment approved in 20 years. US Concrete (USCR) targets a comeback from Covid-19 pressures. Macquarie Infrastructure (MIC) unloads Atlantic Aviation and its private jet business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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Jun 4, 2021 • 36min
Ep. 25: VSE Corporation CEO John Cuomo, MongoDB, Oracle, Docusign, BARK, SPAC
VSE Corporation CEO John Cuomo tries to turn around an important parts supplier to the Post Office and the military, all whilst dealing with COVID. (VSEC). MongoDB (MDB) takes aim at Oracle’s customer base. Forget signatures, Docusign (DOCU) sets its sights on “the agreement cloud.” BarkBox (BARK) finds its footing using technology to target its customer base -- yes, dogs!
The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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