The Drill Down

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 Cory Johnson offers a daily look at the business st...

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 after investing itself and lowering some prices despit...

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 challenges potentially facing Suncor Energy (SU) may m...

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 (FDX) labor shortages may spell trouble for everyo...

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 (ROLL) gets an unfriendly reminder of just how impor...

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 radar woes. Mining giant Cleveland-Cliffs (CLF) say...

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 Drill Down with Cory Johnson offers a daily look at...

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 Down with Cory Johnson offers a daily look at the...

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. Robinhood (HOOD) tours colleges to recruit customers. Th...

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 iconic, yet polarizing shoes. Apple (AAPL) races t...

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 and the mystery selloff in its shares. The Drill D...

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 mixed verdict for Apple vs. Epic Games. DoorDash, Ub...

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 dry up. How Lululemon Athletica (LULU) plans to kee...

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 companies find new ways to digitize collaboration. Bi...

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 Diabetes Care (TNDM) as more Americans are diagnosed...

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 Joann (JOAN) says it’s handling challenges posed...

AppLovin CEO Adam Foroughi (APP) tells us about his company’s unique acquisition philosophy when it comes to mobile games. Asana (ASAN) tells us that companies are spending a lot on getting organized post-Pandemic. Barnes & Noble Education (BNED) figures out how to sell college textbooks to students even when they aren’t returning to campus. Phreesia (PHR) waits on spending on elective surgeries t...

CareMax CEO Carlos de Solo (CMX) wants to give your grandparents hugs. A drug once-thought to be safe sends AbbVie (ABBV) reeling with a new FDA warning. PVH Corp (PVH) depends on European and Asian tourists to sell Calvin Klein and Tommy Hilfiger in America. Ransomware hacks lead some businesses to ask Crowdstrike (CRWD) for help preparing for cyberattacks. Amazon (AMZN) goes on another hiring sp...

Bark CEO Manish Joneja (BARK) on the business of dogs -- and what it teaches us about all business. The ONLY thing that isn’t working with Zoom’s (ZOOM) business. StoneCo (STNE) wants to be the Square of Brazil -- but can’t seem to understand customers who rip them off. Wake up Canada! Jazz Pharmaceuticals (JAZZ) gets approval for a narcolepsy drug in the Great White North. Nigeria recruits Bitt I...

Olo CEO Noah Glass (OLO) tells us how he plans to digitize the restaurant industry -- and worries about Cory’s obsession with Shake Shack founder Danny Meyer. Why medical equipment maker Baxter (BAX) may be willing to pay $10 billion for Hill-Rom (HRC). The controversy around an alleged Alzheimer’s treatment from Cassava Sciences (SAVA). DoubleVerify (DV) charts a path to grow internationally. And...

Matterport (MTTR) CEO RJ Pittman talks on digitizing and 3D capturing for the home and real estate industry. Ollie's Bargain Outlet (OLLI) tries to put a positive spin on inventory bottlenecks. Workday (WDAY) on what CEOs are really saying about about the pandemic. Bill.com (BILL) sees small businesses rushing into digital transformation --- and has the numbers to prove it. The Drill Down with Cor...

Unisys (UIS) COO Eric Hutto discusses why his company is putting it all on the line for the digital cloud. Trouble at the tree. How is Dollar Tree (DLTR) dealing with higher freight costs and inflation issues? After new acquisitions and partnerships, is Autodesk (ADSK) gearing up for a global takeover across the architecture, engineering, and construction software world? Pure Storage (PSTG) steers...

Enovix (ENVX) CEO Harrold Rust and chairman T.J. Rodgers on building advanced Lithium-ion batteries. Could Urban Outfitters (URBN) be facing empty shelves come holiday season? Nordstrom (JWN) business shrinks and shrinks and shrinks. Dicks Sporting Goods (DKS) explains how the post-COVID world has changed how we recreate. And COVID is the behind the scene actor driving OnlyFans. The Drill Down wit...

STEM (STEM) CEO John Carrington on the software/hardware offering that could reduce what businesses pay for power. Palo Alto Networks (PANW) on the coming cyber security spending spree by the Federal Government. FlexSteel (FLXS), the little furniture maker in Dubuque, Iowa navigates China tariffs, Mexican politics and supply chain nightmares to deliver an impressive quarter. And Citi Trends (CTRN)...

DigitalOcean (DOCN) CEO Yancey Spruill explains how their “developer cloud” and “droplets” help small businesses. The debate over gig economy drivers continues after Prop 22 was ruled unconstitutional. What does this mean for companies like DoorDash (DASH)? The benefits of being in EV for Tesla (TSLA) and Canoo (GOEV) as NHTSA tightens the reins on fuel efficiency requirements. Madison Square Gard...