The Drill Down

Compass Diversified CEO Elias Sabo (CODI) tells us how he’s using the private equity model as a public company and spin off a ton of IPOs. How defense contractor AeroVironment (AVAV) is using Russia’s invasion of Ukraine to show off what it can do. What’s next for Oshkosh (OSK) as it loses out on a major army contract. The Drill Down with Cory Johnson offers a regular look at the business stories...

How industrial technology company Trimble CEO Rob Painter (TRMB) is taking big innovative swings in artificial intelligence and the metaverse. What do we really know about Adobe’s (ADBE) generative AI initiative? Is Kroger’s (KR) inflation managing strategy hurting lower income customers? Why won’t home builder Lennar (LEN) talk about artificial intelligence? The Drill Down with Cory Johnson offer...

Gold and silver miner Fortuna Silver CEO Jorge Ganoza (FSM) gives us details on the company’s new production and growing customer base. Logitech International (LOGI) grapples with the sudden departure of its CEO. Unity Software (U) leans on artificial intelligence to boost its advertising business and develop deeper relationships with developers. How Oracle (ORCL) is capitalizing on generative art...

Ardmore Shipping CEO Anthony Gurnee (ASC) explains how he’s shaped his company into a heavy hitter in the marine shipping industry.  How Yext (YEXT) is capitalizing on the current interest in artificial intelligence. How lower freight expenses and cost-cutting initiatives made a huge difference at niche-retailer Vera Bradley (VRA). Ciena Corporation (CIEN) gives us an inside look at what’s really...

Whitestone REIT CEO Dave Holeman (WSR) makes the case that strip malls are good business… at least the retail centers his company owns. Can Hovnanian Enterprises’ (HOV) build-to-rent business save homebuilders from rising rates? Sportsman’s Warehouse (SPWH) discovers that the ammunition business isn’t what it used to be. Why Advance Auto Parts (AAP) is struggling more than its competitors.  The Dr...

Take-Two Interactive CEO Strauss Zelnick (TTWO) sheds light on plans for its massive gaming hit Grand Theft Auto franchise… and what it has thousands of developers working on. Why Analog Devices (ADI) says it’s getting the upper hand on pricing… and why it says Moore’s Law may have run its course. How America's Car-Mart (CRMT) is managing as more of its customers struggle to make their car payment...

Cloud software giant F5 CEO François Locoh-Donou (FFIV) explains why he thinks the slowdown in technology spending is temporary. Why electric vehicle maker Polestar (PSNYW) continues to struggle. Lachlan Murdoch opens up on the mounting legal bills for Fox Corp (FOXA). Who’s really to blame for the incredibly shrinking The Container Store (TCS). The Drill Down with Cory Johnson offers a regular lo...

VICI Properties CEO Edward Pitoniak (VICI) gives us insight into the true health of the economy as only his casino-focused REIT would know… and explains how $VICI is harnessing emerging technology. Behind the rising demand for zero-trust cybersecurity specialist Zscaler (ZS). Why Twilio (TWLO) continues to struggle in the current macroeconomic environment. The big business of fracking supplier Pro...

Ranger Energy Services CEO Stuart Bodden (RNGR) gives us a deep dive into his oil and gas business. McDonald's (MCD) sees revenues increase… But why is its business actually getting worse? Why Kraft Heinz (KHC) seems to be struggling to take advantage of more at-home consumption. Estee Lauder (EL) admits that pandemic challenges aren’t over for its business. The Drill Down with Cory Johnson offers...

How Karooooo CEO Zak Calisto (KARO) is evolving his business from car theft detection to international fleet management.  What Bed Bath and Beyond (BBBY) had to say a week before filing for bankruptcy protection. Making sense of Microsoft’s (MSFT) growing AI and slowing cloud business ambitions. Why Enphase Energy (ENPH) may want to start paying closer attention to policymakers. The Drill Down wit...

Bioceres Crop Solutions CEO Federico Trucco (BIOX) tells us how his technology is kick starting a regenerative and sustainable agricultural revolution that may allow crops to thrive despite climate change. JPMorgan Chase (JPM) reminds us how banks are able to succeed despite economic fears and headwinds… but warns that its inflow of deposits from the banking crisis may not be sticky. Citigroup (C)...

Embecta CEO Dev Kurdikar (EMBC) explains the need for more diabetes testing and the global business behind it. What assets Diamondback Energy (FANG) may be selling in the Permian Basin… and why. How PriceSmart (PSMT) is positioning itself to become the Costco of Central and South America… and what the family behind PriceSmart understands about consumer demand. Kura Sushi USA (KRUS) expands with a...

How Shutterstock CEO Paul Hennessy (SSTK) is remaking the company with artificial intelligence and partnering with OpenAI. The “mismatch” causing headaches at Dave and Buster’s (PLAY). How Simply Good Foods (SMPL) is playing catch up after misjudging inflation. What’s behind the RH (RH) blame game. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the mo...

Worthington Industries CEO Andy Rose (WOR) explains how his metal and industrial manufacturing business utilizes technology and innovation to make big profits in niche markets. Toronto-Dominion Bank (TD) says its deposits are healthy. Lululemon Athletica (LULU) reveals some unexpected twists and turns in its inventory situation. Why Micron Technologies (MU) is seen as a bellwether for the economy....

A special report on the broad spillover effect of the ongoing banking crisis and failure of Silicon Valley Bank failure. And Waters Corporation CEO Dr. Udit Batra (WAT) describes the business and technology behind the super advanced laboratory equipment his company makes for the pharmaceutical industry. How TriNet (TNET) is working to make sure its clients make payroll in the wake of the SVB colla...

Eagle Point CEO Thomas Majewski (ECC) talks about paying his fund’s large dividend and the health of corporate debt amid the current banking crisis. Caterpillar (CAT) assures customers that its finance arm isn’t entangled in the challenges facing other banks. Alaska Air (ALK) opens up about its venture capital business. Why NatWest Group (NWG) says its balance sheet is weather-proof. The Drill Dow...

SPECIAL SHOW: Washington Federal (WAFD) CEO Brent Beardall’s first comments since the failure of Silicon Valley Bank – and since surviving a deadly January plane crash. Is WaFed’s extreme concentration in real estate also a problem?  And Silicon Valley Bank’s CEO Greg Becker on why he thought tech couldn’t fail. Triplepoint Venture Growth (TPVG) on a SVB loan that went bust after the failure of ph...

Yext CEO Michael Walrath (YEXT) tells us when the company’s big bet on artificial intelligence will pay off. Squarespace (SQSP) taps artificial intelligence to build its website business. How Nutanix (NTNX) stumbled into some accounting trouble. How Korn Ferry (KFY) is staying a leader in executive search and recruitment by catering to post-pandemic c-suite trends. The Drill Down with Cory Johnson...

Where Logitech International CEO Bracken Darrell (LOGI) sees growth opportunities for the computer hardware maker as consumers think about pulling back on gadget-buying. Jack in the Box (JACK) has a winning strategy in Florida and Arkansas, is making expansion plans and weathering both food and labor inflation. The atomic technology that has Agilent (A) seeing a future in semiconductors. Behind th...

How Calliditas CEO Renee Aguiar-Lucander (CALT) aims to treat kidney disease– and win over regulators in China and the U.S. How Coinbase (COIN) is trying to make nice with the SEC and why it’s standing by its “stakes”. The challenges facing Albemarle Corporation (ALB) despite robust lithium demand. The rental properties that are causing headaches at Dropbox (DBX). The Drill Down with Cory Johnson...

Why Zuora CEO Tien Tzuo (ZUO) says the future may be in the ability to rent everything everywhere for everyone. The path to profitability at Airbnb (ABNB). Ardmore Shipping (ASC) has a strong wind at its back… but still faces questions of illegal shipping with Russia. WESCO International (WCC) looks to digitize its legacy business and make the most of artificial intelligence. The Drill Down with C...

SMART Global Holdings CEO Mark Adams (SGH) explains his successful strategy to keep revenue growing and take a leading position in semiconductors. How recreational boatmaker Brunswick Corporation (BC) was able to deliver record results despite economic headwinds… and sell more engines than boats. RH (RH) gets a reminder that accounting matters. How Pinterest (PINS) is evolving and finding growth. ...

How software company Simulations Plus CEO Shawn O’Connor (SLP) enables pharmaceutical giants to digitally test the safety of new drugs. AMD (AMD) keeps expanding its footprint in datacenter chips. Whirlpool (WHR) sees an end to inflation. How Match Group (MTCH) plans to keep its love business growing in 2023. The Drill Down with Cory Johnson offers a daily look at the business stories behind stock...

The secret to Primo Water CEO Tom Harrington’s success providing high-quality drinking water and high profits one bottle at a time (PRMW). The rising expenses worrying Zion Bancorporation (ZION). Behind Baker Hughes’s (BKR) optimism about natural gas in 2023.  And why Halliburton (HAL) says the North American market may surprise the oil industry. The Drill Down with Cory Johnson offers a regular l...

How avocado king Calavo Growers CEO Brian W. Kocher (CVGW) juggles cost pressures and the fury of mother nature. Why J.B. Hunt Transport Services (JBHT) is optimistic about the state of the supply chain. Behind the explosive growth at gaming company Roblox (RBLX). KeyCorp (KEY) focuses on digitization and loans. The Drill Down with Cory Johnson offers a regular look at the business stories behind...