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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.
 
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Planet Labs CEO Will Marshall explains how machine learning powered software and hundreds of powerful satellites will bring profits back to earth. And the turkeys of the stock market, struggling Peloton Interactive (PTON), Anaplan (PLAN) without a plan and Eargo (EAR) the hearing aid maker fighting off a criminal insurance fraud investigation. The …
 
How 3D Systems CEO Dr. Jeffrey Graves (DDD) is rebooting the company. TJX Companies (TJX) manages rising wages and supply chain costs. Warren Buffett’s favorite fintech, StoneCo (STNE), collapses amid stories of Chinese hacking, an FBI raid and Brazilian credit fraud. Tension between Visa (VISA) and Amazon (AMZN). The Drill Down with Cory Johnson o…
 
Wejo CEO Richard Barlow explains why he believes the future of transport is in data. As Codexis (CDXS) sees its biofuels business crash… the company finds a potential COVID cure in the ashes. Bill.com (BILL) sees spectacular growth with its more recent acquisition. How big-data company Confluent (CFLT) is innovating inventory management. The Drill …
 
Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers (GAME). How digital marketing company Criteo (CRTO) avoided the fate of other online media companies. Mondelez International’s (MDLZ) winning strategy around raising prices. Irhythm Technologies (IRTC) got crushed by Federal bureaucrats earlier in the year… now it fights its way back. …
 
What makes a good SPAC with dMY’s CEO Niccolo de Masi. Why a mega-merger from Zendesk (ZEN) looks ridiculous. United States Steel (X) plots its future by hiring talent from outside the steel industry. Lendingtree (TREE) soars despite a surge in car crashes. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks…
 
How MannKind CEO Michael Castagna (MNKD) is managing disappointing news from the FDA and staying focused on its goal of making hyper-personalized therapies. Ultra Clean Holdings (UCTT) sees an end to the global chip shortage. LendingClub (LC) focus on loan originations sees a big payoff. Why Proto Labs (PRLB) may be failing to course correct despit…
 
Could Arcturus Therapeutics CEO Joseph Payne (ARCT) have a new COVID-19 vaccine and get to market through a trial in VIETNAM? Spotify (SPOT) rides, what else, podcasts to explosive growth. Rollins (ROL) juggles the concepts of organic growth versus acquired growth. Did Robinhood (HOOD) fool us all with exaggerated crypto-trading right before the IP…
 
HIVE Blockchain Technologies CEO Frank Holmes (HIVE) tells us how he created the giant cryptocurrency miner. The numbers don’t lie… and the numbers show how Facebook (FB) keeps growing despite the challenging headlines. Lockheed Martin (LMT) claps back after being accused of running a rudderless ship. Polaris (PII) has supply chain problems…. but t…
 
How Karooooo CEO Zak Calisto (KARO) monitors vehicle fleets and uses software to fight crime in Africa. Guardant Health (GH) shows positive results for a groundbreaking blood test for a type of cancer. How Vroom (VRM) manages the struggle of selling cars online. Beyond Meat (BYND) is reminded that the numbers don’t lie. The Drill Down with Cory Joh…
 
What Saturday Night Live taught us about the hard seltzer business ($BOS). Montrose Environmental’s CEO sees dollars in environmental cleanup ($MEG). Whirlpool sees the worst inflation in 22 years ($WHL). And are problems at $SNAP problems for all of us, problems for advertisers or a sign of Apple’s success at protecting customer privacy. The Drill…
 
A blood test for cancer? Adaptive Biotech founders Chad and Harlan Robins explain. (Yes, they’re brothers!) (ADPT) Tesla’s novel accounting treatment for non-existent Full Self Driving Cars (TSLA). AutoNation says car shortages will persist through 2023 (AN). The Incredible Shrinking IBM. The Drill Down with Cory Johnson offers a daily look at the …
 
Crapware no more! Perion Networks embarks on an era of, imagine this, useful software with CEO Doron Gerstel (PERI). Ulta Beauty paints a pretty picture of targeting customers digitally in physical stores. Baker Hughes, an oil services giant, felled by the semiconductor supply chain failure (BKR). And a primer on breast cancer and a promising treat…
 
What a tech company looks like when acquisitions are central to its business model. Progress Software CEO Yogesh Gupta (PRGS) explains his M&A mindset. Johnson & Johnson (JNJ) reports relatively COVID sales -- we’ll tell you why that doesn’t matter. Online insurance marketplace EverQuote (EVER) struggles with challenges in the auto insurance market…
 
Benjamin Button in a bottle? ChromaDex CEO Rob Fried (CDXC) says he has a pill that can reverse aging, from the LD Micro Conference. Zillow (Z) finds that flipping houses in a bull market isn’t as easy as it looked. How to raise prices on the sly: a lesson from Albertsons (ACI). Latham Group (SWIM) on the hunt for acquisition targets. The Drill Dow…
 
IDT finds telecommunications gold dealing with customers other companies just don’t understand. (IDT) CEO Shmuel Jonas sits down with us from the LD Micro Conference. NPR journalists say consumers have rising credit problems. But what does JPMorgan Chase (JPM) say? Software provider Duck Creek Technologies (DCT) struggles to find its footing and th…
 
On a special episode of The Spartan Life, Mr. Haupt interviews Mr. Castagna about his rollicking adventure competing on the NBC Peacock TV show, Frogger! Hear all about Mr. Castagna's six week journey to fulfill a childhood dream, how he spent his two weeks of mandatory quarantine, what it was like to bounce his way through Frogs in Space, and just…
 
The business of strip clubs with RCI Hospitality CEO Eric Langan (RICK) from the LD Micro Conference. We talk about avoiding fraud, hiring strippers, steering clear of organized crime, “family themed” bikini-clad waitresses and private jets. Also, the high stakes of hydrogen fuel-cell company Plug Power’s (PLUG) talks acquisitions and hiring in ups…
 
Can Lightwave Logic actually transmit data at higher speeds with less power? And how long has financier Lincoln Park been its benefactor? We discuss with CEO Dr. Michael Lebby (LWLG). Rising labor fuel costs and collapsing productivity causes turbulence for Delta Air Lines (DAL). Apple’s (AAPL) news about chip shortages might not have been news at …
 
Newtek Business Services (NEWT) buys a bank and transforms the company -- and the shareholder base. An interview with CEO Barry Sloane from the LD Micro Conference in Los Angeles. Short sellers go after MaxLinear (MXL) and its now-controversial acquisition strategy? MGM sees that the NFL is driving online sports betting -- but iGaming could be even…
 
Is the Biden administration really putting their money where their mouth is on cybersecurity? A report card from Zscaler CEO Jay Chaudhry (ZS). How surging gas prices are strangely helping New Fortress Energy (NFE). Emerson Electric hopes a software merger with Aspen Technology (AZPN) will transform an old industrial business. Protagonist Therapeut…
 
Better cheaper auto loans through Open Lending (LPRO)? We drill down with portfolio manager Lamar Villere. Biotech ChemoCentryx (CCXI) gets a shocking FDA approval for its vasculitis drug. Meanwhile, cancer patients get heart breaking news from the FDA halting once-hopeful trials from Allogene Therapeutics (ALLO). Opendoor Technologies (OPEN) rearm…
 
How TransMedics (TMDX) is using technology to improve its thermos and transplant business. Changebridge Capital CIO Ross Klein drills down on the company. Resources Connection (RGP) shows how business consulting can be good business. Kellogg (K) workers go on strike demanding higher wages amidst a surge in cereal sales. Lamb Weston Holdings (LW) fi…
 
Oil and gas executives may say they care about the environment. But, what about oil and gas workers? We get the inside story from Flotek CEO John Gibson (FTK). Acuity Brands (AYI) shares the latest in a litany of shipping woes… and also worries about power outages in China. Takeda Pharmaceutical (TAK) faces challenges with what was once a promising…
 
Even ATM-sales took a hit during COVID, but are they back? We talk Diebold Nixdorf (DBD) with Zeo Capital's Marcus Moore. How Unity Software (U) is expanding on its video-game business and 3D gaming to a multiverse for... Walgreens. The return of the pandemic forces Braemar Hotels & Resorts (BHR) to adjust its expectations. Boating retailer MarineM…
 
Can weapons detection company Evolv Technology (EVLV) make schools safer? SineWave's Yanev Suissa tells us about Evolv’s new technology to keep guns out of schools. How vaccine-maker BioNTech (BNTX) is getting ready for the next Covid-19. Perion Network (PERI) hopes to breathe new life into its tracking software by acquiring a video platform Vidazo…
 
How to build a global business one influencer at a time. Esports Technologies CEO Aaron Speach (EBET) tells us his growth strategy and why his company is acquiring Aspire Global. Can Palantir Technologies (PLTR) continue to dominate big data without large government surveillance contracts? Acceleron Pharma (XLRN) is acquired by Merck (MRK) in a pus…
 
How AMD became a semiconductor giant with Huntington National Bank’s David Klink (AMD). CarMax (KMX) slammed by inventory shortages and weak profits. Struggling eclectic vehicle maker Workhorse (WKHS) shakes up its executive ranks— again! Could AngioDynamics (ANGO) NanoKnife sales benefit from the end of COVID? The Drill Down with Cory Johnson offe…
 
The mack daddy of cyber security, Crowdstrike CEO George Kurtz (CRWD) shows how machine learning can fight ransomware. Inflation story of the year! Dollar Tree (DLTR) breaks the buck and plans to sell stuff for more than $1! Why is EQT (EQT) taking advantage of the high price of natural gas in selling a pile of stock? The story behind short sellers…
 
Can artificial intelligence find you customers ready to spend? ZoomInfo (ZI) CEO Henry Schuck explains how. A look at the incendiary short-seller accusations against electric vehicle maker Hyzon Motors (HYZN). The natural gas driller benefiting most from soaring prices: SandRidge Energy (SD). And Gogo’s (GOGO) business goes bonkers as private air t…
 
Digitizing the home services industry with Porch CEO Matt Ehrlichman (PRCH). Syndax Pharmaceuticals (SNDX) looks past recent drug setbacks and makes a collaboration agreement with Incyte (INCY) on a novel cancer treatment. Biotech company Keros Therapeutics (KROS) says it might have a cure for rare blood diseases… but does it? The Drill Down with C…
 
Electric car batteries die -- and Li-Cycle (LICY) Co-Founder Ajay Kochhar and Tim Johnston have $1.7b company aiming to profit from that problem. Costco Wholesale’s (COST) unique approach to shipping problems -- buy a bigger boat! How Nike (NKE) manages relationships with its customers while raising prices. Vail Resorts (MTN) sees dollar signs afte…
 
Tripadvisor’s (TRIP) evolution, post-pandemic plans and bet on flexibility and subscription-based travel, Clockwise Capital’s James Cakmak explains. BlackBerry (BB) has rosy predictions for the future... but there’s a “wild card.” Carnival (CCL) sets sail again-- under their terms, not those of the governor of Florida. What reported oil sands chall…
 
From crypto to couches, Overstock.com CEO Jonathan Johnson (OSTK) on the re-invention of his company -- and defending the Sith Lord conspiracy. Adobe (ADBE) tells a tale about the future of marketing-- but is anyone listening? Stitch Fix (SFIX) tries to convince us that bloated inventories don’t matter anymore… and maybe they’re right. Why FedEx’s …
 
With $1 billion in charitable contributions from over 15,000 companies in 100 countries, Pledge 1% CEO Amy Lesnick tells us about her innovative method of corporate giving. Battery maker Quantumscape (QS) says it has signed up a second big automaker customer… but it won’t say who. Lennar (LEN) shares a litany of supply chain woes. RBC Bearings (ROL…
 
The real story of this market sell off China Evergrande, exploding debt and the long slow burn of an iron ore sell-off. Could Mirati Therapeutics (MRTX) have a colon cancer cure? And meet the cloud-based technology powering your bank: MeridianLink and CEO Nicolaas Vlok (MLNK). Electric vehicle maker Li Auto (LI) didn’t see this coming: Malaysian ra…
 
The difficulty of medical device sales during COVID-19 with Bioventus CEO Ken Reali (BVS). Facebook (FB) and Apple (AAPL) go nose-to-nose over consumer privacy. Mastercraft Boat Holdings (MCFT) says the boating lifestyle is hot... but what about boating inventories? Where Thermo Fisher Scientific (TMO) may find the growth they’re predicting. The Dr…
 
Have you ever wondered what it takes to become a guest on The Spartan Life? Before conducting formal interviews, we put each candidate through a screener interview to make sure the conversation will flow when the mics roll. In this episode, we take an inside look at screener interviews with four alumni who graduated this past spring. Rest assured t…
 
How Origin Materials (ORGN) makes plastic out of wood chips with co-CEOs John Bissell and Rich Riley. Laureate Education (LAUR) focuses its business on Mexico and Peru. A failed drug test that might actually not be a failure for Aerie Pharmaceuticals (AERI). Buy now, pay later fintech company GreenSky (GSKY) gets Goldman Sachs’ attention. The Drill…
 
How to weaponize T cells to fight cancer with Legend Biotech CEO Ying Huang, PhD. (LEGN). Why EXACT Sciences (EXAS) has recruited hundreds of former Pfizer employees. Valero Energy (VLO) gets to work restarting refineries that were shutdown because of Hurricane Ida. Casper Sleep (CSPR) struggles as its CEO is busy launching other businesses. Robinh…
 
How the largest silver miner in Mexico is trying to get out of a $500 million tax bill. Gainesville Coins' Everett Millman tells us about First Majestic Silver (AG). Opendoor Technologies (OPEN) explains its unique method of selling homes. Oracle (ORCL) faces some new challenges in the cloud. Crocs (CROX) bets on a huge post-pandemic boom for its i…
 
OppFi CEO Jared Kaplan (OPFI) says his subprime lender is better than a payday lender, even with annual interest rates above 100%. Controversial biotech MiMedx Group (MDXG) suffers after a pair of failed clinical trials. Pool supply retailer Leslie's (LESL) struggles to find enough chlorine. Water utility Cadiz (CDZI) wades through a volatile week …
 
Spark Networks’ CEO Eric Eichmann (LOV): sex vs. love: which business model penetrates a broader market online? Kroger (KR) says it’s losing the battle against organized crime. Affirm Holdings (AFRM) extends “buy now, pay later” beyond its Pelaton business. Amazing year for cloud consultant Teradata Corporation (TDC), but storm clouds appear. A mix…
 
Voyager Digital CEO Steve Ehrlich (VYGVF) tells us what he has planned for his new publicly-traded cryptocurrency trading company and Coinbase competitor. A plus size win for plus-size retailer Torrid Holding’s (CURV) first quarter as a public company. Warning signals for beer can maker Crown Holdings (CCK) as consumer appetites for hard seltzers d…
 
Covetrus CEO Ben Wolin (CVET) on meeting demand in the growing business of animal-health technology and services. ICU Medical (ICUI) plans for a pre-pandemic return to elective surgeries and infusion therapies. Coupa Software (COUP) explains how there’s plenty of room to grow in expense management. Smartsheet (SMAR) looks beyond the pandemic as com…
 
Marathon Digital CEO Fred Thiel (MARA) explains why his bitcoin mining company needs to buy bitcoins. Is El Salvador’s cryptocurrency experiment already a failure on day one? Why Digital Ocean (DOCN) is moving into serverless computing. Match Group (MTCH) tells us how dating and sex have changed during the pandemic. Tracking the growth of Tandem Di…
 
How Westinghouse Air Brake Technologies (WAB) is poised to profit from the massive supply chain problems in the shipping industry. Bokeh Capital’s Kim Forrest explains. Docusign (DOCU) talks about the ethical line it won’t cross using customer data. Why work-from-home lifestyles are still challenging the Internet search business at Yext (YEXT). How…
 
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