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 Cory Johnson offers a regular look at the business stories behind stocks on the move.
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Ep. 227: PagerDuty CEO Jenn Tejada, Groupon, Duckhorn Portfolio and Adobe
Ep. 226: Wix CEO Avishai Abrahami, Carmax, Blackberry and SunRun
Box CEO Aaron Levie, Carnival, Costco Wholesale and Micron Technology
Ep. 224: Informatica CEO Amit Walia, Netflix, Steelcase and Autozone
Ep. 223: Genco Shipping and Trading CEO John Wobensmith, Oracle, Smith & Wesson Brands and RH
Ep. 222: Controversial Allegro Microsystems CEO Vineet Nargolwala, EOG Resources, Advanced Microdevices and Gitlab
Ep. 221: Walkme CEO Dan Adika, Hewlett Packard Enterprise, DigitalOcean and Box
Ep. 220: VSE Corporation CEO John Cuomo, Paycor HCM, Macy's and Lovesac
Ep. 219: FREYR CEO Tom Einer Jensen, Tencent, Agilon Health and Fluence Energy
Ep. 218: Simpson Manufacturing CEO Mike Olosky, CEO of Simpson Manufacturing (SSD), Fisker, Array Technologies and Digital Ocean.
Ep. 216: Vericel Corporation CEO Nick Colangelo, Teladoc Health, Alphabet, Texas Instruments
Ep. 217: Elastic CEO Ashutosh Kulkarni, Advanced Micro Device, Uber Technologies, Molson Coors Beverage Co.
Ep. 215: Meritage Homes CEO Phillippe Lord, J B Hunt Transport Services, Prologis, Colombier Acquisition Corp
Ep. 214: Li-Cycle CEO Ajay Kochhar, Recursion Pharmaceuticals, Constellation Brands, Paychex
Ep. 213: Mr. Cooper Group CEO Jay Bray, Rivian, Wolfspeed, Greenbrier Companies
Ep. 212: Compass Diversified CEO Elias Sabo, AeroVironment, Oshkosh
Ep. 211: Trimble CEO Rob Painter, Adobe, Kroger, Lennar
Ep. 210: Fortuna Silver CEO Jorge Ganoza, Logitech International, Unity Software, Oracle
Ep. 209: Ardmore Shipping CEO Anthony Gurnee, Yext, Vera Bradley, Ciena Corporation
Ep. 208: Whitestone REIT CEO Dave Holeman, Hovnanian Enterprises, Sportsman’s Warehouse, Advance Auto Parts
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