The Drill Down

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 Garden Sports Corp’s (MSGE) bets on the Rockettes and sets sights on a new market: gambling. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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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 Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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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 decides to put on clothes. Amazon (AMZN) plans to open its version of a department store. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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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 Johnson offers a daily look at the business stories behind stocks on the move.

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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 dealing with its supply chain problems. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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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? It could take longer than they want. Why Niu Technologies (NIU) saw electric scooter sales soar in China but still can’t get product to the US in size. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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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 business stories behind stocks on the move.

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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 inefficiencies, Costco sales problems, and an exiting CEO. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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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 numbers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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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 insurance isn’t really paying. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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