Ep. 32: Align Technology with Estimize's Leigh Drogen, Spotify, Lionsgate, Blucora

Ep. 13: Cullen/Frost Bankers' AB Mendez, Walmart, SPACs, Canoo, Desktop Metal, Bitcoin Fraudsters and Elon Musk: Elon Musk impersonators steal $2 million from the bitcoin curious. Hoarding hurts Walmart results (WMT) as it CUTS prices to grow its food business. Cullen/Frost Bankers (CFR) AB Mendez on expanding in Texas and profiting from the paycheck protection pro... by The Drill Down

43 min listen

Ep. 16: Shopify with RMW Commerce Consulting's Rick Watson, Square, Bitcoin, Supreme, VF Corporation, Deere & Company: Shopify (SHOP), teamed with Google, is taking a bite out of Amazon AND Salesforce, to the benefit of sports bra and ketchup shoppers everywhere. We discuss with Rick Watson, RMW Commerce Consulting CEO. How is it that bitcoin seller Square (SQ) avoids th... by The Drill Down

34 min listen

Ep. 8: Gazprom with Kopernik Global Investors' David Iben, 3D Systems, Rackspace Technology and Hanesbrands: Is China the key to Gazprom (EDR) maintaining global gas dominance? David Iben of Kopernik Global Investors weighs in. After burning through hundreds of millions, 3D Systems (DDD) rides the bubble again. The story behind Rackspace Technology’s (RXT) coll... by The Drill Down

30 min listen

Ep. 4: Vroom with MP Securities' Mark Lehmann, General Motors, Lyft, Devon Energy: Why JMP Securities CEO Mark Lehmann believes used car seller Vroom (VRM) has learned its lesson from missteps in 2020 and is convinced Vroom’s sales team will find their e-commerce footing this year. General Motors (GM) faces off with Tesla (and Ford) wi... by The Drill Down

39 min listen

The Drill Down - Introduction: Cory Johnson introduces us to the new Drill Down Podcast. by The Drill Down

2 min listen

Ep. 2: Continental Resources with Smead Capital's Bill Smead, Berkshire Hathaway, VSE Corp, Mohawk Industries: The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Today, Smead Capital CEO Bill Smead sounds off on shale producer Continental Resources’ (CLR) production ramp up and improving financi... by The Drill Down

27 min listen

Ep. 7: Spotify with Clockwise Capital’s James Cakmak, Energy Transfer, Simon Property Group and Trade Desk: Can Spotify (SPOT) keep growing? Clockwise Capital’s James Cakmak says yes. Pipeline king Energy Transfer (ET) says the oil patch is hotter than you know. How the hell can mall giant Simon Property Group (SPG) say it’s NOT a mall company. And we look at ... by The Drill Down

38 min listen

Ep. 23: Square with Exponential Investment Partners’ Kevin Riley, Schlumberger, Zoom, AMC, Bitcoin, iRhythm Technologies: Can Square (SQ) build a lasting business on Bitcoin? And is Jack Dorsey a safer investment than Elon Musk? Exponential Investment Partners’ Kevin Riley makes the case. Oilfield titan Schlumberger (SLB) predicts dollar signs as the world recovers from Cov... by The Drill Down

38 min listen

Ep. 11: Lincoln Financial with Advisors Capital Management's Chuck Lieberman, Plug Power, DoorDash, Airbnb: With fewer people dying, could it be time for Lincoln Financial (LNC)? Chuck Lieberman of Advisors Capital Management explains. Plug Power (PLUG) tries to put accounting problems and expenses behind it. DoorDash’s (DASH) optimistic forecast for 2021 with... by The Drill Down

33 min listen

Ep. 3: Goodyear Tires with Firestorm Capital's Eric Swergold, Pfizer, Tyson Foods, Camping World: Goodyear Tires’ (GT) plan to hike prices and use soybean oil to build the tires of the future with Eric Swergold, CEO of Firestorm Capital. Also, Pfizer’s (PFE) plan to vaccinate teenagers. Tyson Foods (TSN) targets vegans with new meat-free burgers. And... by The Drill Down

32 min listen

Ep. 9: Intel with Bokeh Capital's Kim Forrest, Array Technologies, Lemonade, Upstart Holdings: Understanding the massive changes underway at Intel (INTC) with former software engineer Kim Forrest, founder and CIO of Bokeh Capital. Plus, warning signals from Array Technologies (ARRY). Upstart Holdings (UPST) brings Artificial Intelligence to debt c... by The Drill Down

37 min listen

Ep. 12: Broadcom with Advisors Capital Management's JoAnne Feeney, Purple Innovation, Community Health Systems, Apellis Pharmaceuticals: How Broadcom (AVGO) plans to keep up with chip demand from smartphone makers and continue making smart acquisitions, our guest is JoAnne Feeney, portfolio manager at Advisors Capital Management. The keys to Purple Innovation’s (PRPL) success disrupting t... by The Drill Down

37 min listen

Ep. 5: SPACs with dMY Technology's Niccolo de Masi, Moderna, Lee Enterprises, Etsy, Bitcoin, Ether, XRP: Separating good SPACs from bad with dMY Technology Niccolo de Masi, CEO of dMY Technology. Plus, Moderna (MRNA) thanks its Covid-19 vaccine as the company turns its first profit. Lee Enterprises (LEE) gives a clue about the state of the advertising marke... by The Drill Down

38 min listen

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 fil... by The Drill Down

35 min listen

Ep. 37: Teletech with Villere's Lamar Villere, DoorDash, McDonald’s, Planet Fitness, Blackstone: Why Apple, Amazon, Netflix and Uber use Teletech (TTEC) for customer service, Villere portfolio manager Lamar Villere explains. Planet Fitness (PLNT) attempts to regain its pre-pandemic membership levels. How McDonald’s (MCD) is learning everything about... by The Drill Down

37 min listen

Ep. 10: Virgin Galactic with Coast Capital's James Rasteh, FireEye, Contango Oil & Gas, Haemonetics Corporation: Is Virgin Galactic (SPCE) a zero-gravity zero? James Rasteh of Coast Capital says they should cease operations. Cybersecurity giant FireEye (FEYE) poised to help the White House fight cyber terrorists. Behind the successful turnaround of Contango Oil & G... by The Drill Down

37 min listen

Ep. 24: Uber with Clockwise Capital's James Cakmak, FireEye, Splunk, Ciena Corporation, Huawei: Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself in two and shows just how different cybersecurity companies can be. Splunk (SPLK) finds that margins aren’... by The Drill Down

36 min listen

Ep. 43: EPR Properties with CenterSquare Investment Management's Scott Crowe, Vertex Energy, Cerevel Therapeutics, AMC: The business stories behind the best performing stocks of the second quarter including the best small cap Vertex Energy (VTNR), the best mid cap Cerevel Therapeutics (CERE) and the best large cap AMC (AMC). Plus Scott Crowe of CenterSquare Investment Man... by The Drill Down

39 min listen

Ep. 19: Crown Castle International with Palio's Joe Greco, Zscaler, Dicks Sporting Goods, Urban Outfitters: Is Crown Castle International (CCI) poised to be a 5G powerhouse? Palio president and CEO Joe Greco gives us his take. Trust is overrated, as “zero trust” cybersecurity company Zscaler (ZS) reports strong sales. Dicks Sporting Goods (DKS) eyes those stim... by The Drill Down

38 min listen

Ep. 6: Airbnb with Estimize's Leigh Drogen, Bill.com, Roku, Square and Bitcoin: AirBNB return to growth, explaining Bill.com’s multi-billion purchase of Divvy -- it’s more than a high-flying stock, Roku’s creepy targeting of its customers using artificial intelligence and machine learning, and after spending billions of dollars buyi... by The Drill Down

37 min listen

Ep. 14: Lionsgate with Zeo Capital Advisors' Marcus Moore, Take-Two Interactive, Iovance Biotherapeutics, Container Store: Is Lionsgate (LGF.A) the next Netflix? Or the next Disney+? Marcus Moore of Zeo Capital Advisors explains why he see's a new streaming content king. Take-Two Interactive (TTWO) reveals some of its post-pandemic strategy with a plan to launch 60 news game... by The Drill Down

37 min listen

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. Vert... by The Drill Down

40 min listen

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 A... by The Drill Down

33 min listen

Ep 35: ServiceNow with Palio CEO Joe Greco, Adobe, Smith & Wesson, Athira Pharma: Why digital workflow leader ServiceNow (NOW) may be ripe for a growth spurt, Palio CEO Joe Greco explains. Adobe sees customers accelerating their digital businesses (ADBE). Gun sales for Smith & Wesson (SWBI) are through the roof, but is a nationwide am... by The Drill Down

28 min listen

Ep. 36: Star Bulk Carriers president Hamish Norton, Seres Therapeutics, Lydall, Raven Industries: Star Bulk Carriers president Hamish Norton (SBLK) on global shipping and supply chain headwinds and where to find the best talent for the shipping industry. Seres Therapeutics (MCRB) sees big health benefits where the sun doesn’t shine. Lydall (LDL) watc... by The Drill Down

41 min listen

Ep. 21: Skyline Champion with Sterling Partners Equity Advisors' Kevin Silverman, Yext, HP, Ollie’s Bargain Outlet: Skyline Champion (SKY) bets big on future demand for mobile and modular homes, Kevin Silverman of Sterling Partners Equity Advisors explains. HP (HPQ) can’t get enough parts to fill demand, and prepares for a post-pandemic slow down on personal computers... by The Drill Down

38 min listen

Ep. 54: Jacobs Engineering with Global-X’s Jay Jacobs, American Outdoor Brands, Intel, Alcoa: Will Intel (INTC) buy GlobalFoundries to accelerate chip growth? How Alcoa (AA) believes Europe’s new carbon tax could be beneficial for business. What happened to American Outdoor Brands (AOUT) e-commerce sales? Global-X’s Jay Jacobs discusses Jacobs En... by The Drill Down

30 min listen

Ep. 22: II-VI with Bokeh Capital's Kim Forrest, Devon Energy, AMC Entertainment, MicroStrategy Incorporated, Bitcoin: The business of putting II-VI’s (IIVI) lasers into Apple’s iPhones, Kim Forrest of Bokeh Capital explains. AMC Entertainment (AMC) says business is booming even though it doesn't see the movie business recovering. MicroStrategy Incorporated (MSTR) explai... by The Drill Down

40 min listen

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 fut... by The Drill Down

35 min listen

Ep. 17: Discovery with Smead Capital's Cole Smead, MGM, Amazon, HBO, Warner Bros., AT&T, DraftKings, Virgin Galactic, NGM Biopharmaceuticals: Can Discovery (DISCA), fueled with HBO and Warner Brothers content positions itself to be the streaming king, says Smead Capital president Cole Smead. Also, what Amazon (AMZN) could do with MGM’s iconic library of film and television. DraftKings (DKNG) m... by The Drill Down

38 min listen

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Ep. 32: Align Technology with Estimize's Leigh Drogen, Spotify, Lionsgate, Blucora

Ep. 32: Align Technology with Estimize's Leigh Drogen, Spotify, Lionsgate, Blucora

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