The Drill Down

Horizon Technology Finance (HRZN) CEO Robert Pomeroy gets real about how big companies borrow money without issuing BONDS. Tesla (TSLA) says prepare for its humanoid robots. But, what about Tesla’s other promises? How Applied Materials (AMAT) is managing the challenges facing the semiconductor industry. What Foot Locker’s (FL) WSS and atmos acquisitions mean for the future of footwear. The Drill D...

Illumina (ILMN) CEO Francis deSouza on acquiring Grail despite an ongoing antitrust probe and pioneering genome technology. How Synopsys (SNPS) leaned into the “age of Smart Everything” through semiconductor software innovation. Could the SEC throw a wrench in Robinhood’s (HOOD) most important revenue stream? What will the long term impact be as Toyota (TM) slashes global production? OnlyFans deci...

Eagle Point Credit Company (ECC) Founder Tom Majewski tells us how he’s found success investing in the debt of other big companies. Why The Children's Place (PLCE) is rethinking their promotion strategy. Lowe’s (LOW) bets on even more DIY home improvement projects. Why this used car dealer, America's Car-Mart (CRMT) is struggling even while the used car market thrives. The Drill Down with Cory Joh...

SITE Centers (SITC) CEO David Lukes tells us why he thinks he’s unlocked the key to success in retail real estate. How the collapse of Afghanistan could slow down the electric cars business. Is the home improvement fad here to stay? Home Depot (HD) thinks so. Why plastic maker Danimer Scientific (DNMR) says COVID-driven restaurant shutdowns could be on the horizon. How Lightning Emotors’ (ZEV) is...

Builders FirstSource (BLDR) CEO David Flitman with the inside story of supplying a booming home building market amidst surging lumber prices, shipping woes and labor shortages ($5,000 signing bonuses for truck drivers?!?) With flagging US growth, Paysafe (PSFE) sets their sights on Latin America. What happens next after Sonos (SONO) received an early big win in their patent lawsuit against Google?...

Porch Group (PRCH): the Amazon of home services? That’s the take from Villere portfolio manager Lamar Villere. How the Tattooed Chef (TTCF) underestimated the inflation. Rocket Companies (RKT) sees fantastic Q2 returns offering everything from mortgages to auto to solar loans. Why “destocking” problems won’t end for Honest Company (HNST). The Drill Down with Cory Johnson offers a daily look at the...

Patterson Companies (PDCO) CEO Mark Walchirk walks us through the similarities of being in both the animal health and dental industry. What Desktop Metal (DM) acquiring ExOne (XONE) means for the future of 3D printing. Rackspace Technology (RXT) CEO says they are in a transition phase as they see a slow down in growth. Laird Superfood (LSf) can’t find their post-public footing with online sales in...

Lemonade (LMND) CFO Tim Bixby explains why Lemonade shrinking revenues are of little concern. HyreCar (HYRE) floundering bet on peer-to-peer car-sharing. What happens to a cold and  flu medicine provider if no one gets a cold or the flu? Perrigo (PRGO) needs to know. As the wellness industry thrives, WW International (WW) formerly known as Weight Watchers, blames industry trends for their bad numb...

Hennessy Focus Fund's Brian Macauley discusses Allegiant Air (ALGT) and the longevity in ultra low cost carriers. AMC Theatres (AMC) talks a big game, but will their years’ box office numbers actually be enough to become profitable? Kansas City Southern (KSU) is still on track to railway innovation and efficiency by utilizing precision scheduled railroading. How Metromile’s (MILE) pay-per-mile car...

Vista Outdoor (VSTO) CEO Chris Metz discusses magic bullets and designer guns. Tyson Foods (TSN) gets hit by the big chicken inflation. Why this Cathie Wood’s stock pick, Aterian (ATER) isn’t seeing their smart products succeed. How the new US infrastructure bill could force crypto companies to leave the United States including Coinbase (COIN) #bitcoin, #xrp, #Ethereum. The Drill Down with Cory Jo...

Star Bulk Carriers (SBLK) president Hamish Norton discusses his company’s great quarter and breaks down what’s happening with the global shipping supply chain. Good news for the Goodyear Tire & Rubber Company (GT) as consumers hold onto their used vehicles. Sunrun (RUN) sees a boost in solar batteries. Why DraftKings (DKNG) is betting big on NFTs. The Drill Down with Cory Johnson offers a daily lo...

SentinelOne’s (S) recent IPO shows how very different cybersecurity companies can be, with SineWave's Yanev Suissa. Fastly (FSLY) struggles after a lousy quarter after a crucial internet outage. How HubSpot (HUBS) CRM offering changes the game and grabs customers for keeps. Lemonade (LMND) warns that new insurance offerings will have bigger losses. The Drill Down with Cory Johnson offers a daily l...

AquaBounty Technologies (AQB) CEO Sylvia Wulf on the challenges and promises of land based fish farming. Devon Energy (DVN) makes a losing bet while hedging oil price fluctuations. Why are Avis Budget Group’s cars so damn expensive this year? Their CFO says it’s not his fault. How 908 Devices (MASS) new technology can sniff out narcotics like fentanyl. The Drill Down with Cory Johnson offers a dai...

LendingClub (LC) CEO Scott Sanborn discusses the Radius Bank acquisition and skyrocketing loan originations and the end of banking as we know it. Clorox (CLX) battles post-pandemic filth. Why Activision Blizzard’s diversity problems could help Take-Two Interactive (TTWO). Marriott International (MAR) sees a rapid return to travel. And SEC chair Gary Gensler wants purview over Bitcoin, Ripple and X...

Barrick Gold (GOLD) is a miner like no other, says Gainesville Coins' Everett Millman. Parker Hannifin (PH), Meggitt and the profiteers of the new space race. The strategy behind Square (SQ) acquiring AfterPay and the dependence on bitcoin. The company behind Israel’s Drone Dome, RADA Electronic Industries (RADA). The Drill Down with Cory Johnson offers a daily look at the business stories behind...

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...

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 o...

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...

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 b...

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...

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 offer...

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...

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...

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. Learn more about your ad choi...

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...