Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)
|
Nov 15, 2024 |
Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)
|
Nov 14, 2024 |
Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI)
|
Nov 08, 2024 |
Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET).
|
Nov 07, 2024 |
Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET)
|
Nov 07, 2024 |
Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR)
|
Nov 07, 2024 |
Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM)
|
Nov 07, 2024 |
Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to know ($QCOM)
|
Nov 06, 2024 |
Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to know ($SMCI)
|
Nov 06, 2024 |
Drill Down Earnings, Ep. 248: Globalfoundries Q3 earnings analysis – what you need to know ($GFS)
|
Nov 06, 2024 |
Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis – what you need to know ($FN)
|
Nov 05, 2024 |
Drill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what you need to know ($LSCC)
|
Nov 05, 2024 |
Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to know ($PLTR).
|
Nov 05, 2024 |
Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to know ($AMZN)
|
Nov 01, 2024 |
Drill Down Earnings, Ep. 243: Atlassian Q1 2025 earnings analysis – what you need to know ($TEAM)
|
Nov 01, 2024 |
Drill Down Earnings, Ep. 242: Intel Q3 earnings analysis – what you need to know ($INTC)
|
Oct 31, 2024 |
Drill Down Earnings, Ep. 241: Apple Q4 earnings analysis – what you need to know ($AAPL)
|
Oct 31, 2024 |
Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY)
|
Oct 31, 2024 |
Drill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO)
|
Oct 31, 2024 |
Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META)
|
Oct 31, 2024 |
Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC)
|
Oct 31, 2024 |
Drill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT)
|
Oct 31, 2024 |
Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD)
|
Oct 30, 2024 |
Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP)
|
Oct 30, 2024 |
Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG)
|
Oct 29, 2024 |
Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW)
|
Oct 29, 2024 |
Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS)
|
Oct 28, 2024 |
Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($FFIV)
|
Oct 28, 2024 |
Drill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you need to know ($ON)
|
Oct 28, 2024 |
Drill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what you need to know ($FIX)
|
Oct 28, 2024 |
Drill Down Earnings, Ep. 227: Teradyne Q3 earnings analysis ($TER) – what you need to know
|
Oct 25, 2024 |
Drill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($LRCX)
|
Oct 24, 2024 |
Drill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA)
|
Oct 24, 2024 |
Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW)
|
Oct 24, 2024 |
Drill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT)
|
Oct 24, 2024 |
Drill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM)
|
Oct 24, 2024 |
Drill Down Earnings, Ep. 221: Texas Instruments Q3 earnings essentials ($TXN)
|
Oct 23, 2024 |
Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP)
|
Oct 22, 2024 |
Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)
|
Oct 16, 2024 |
Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU)
|
Sep 26, 2024 |
Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE)
|
Sep 12, 2024 |
Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME)
|
Sep 10, 2024 |
Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)
|
Sep 09, 2024 |
Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)
|
Sep 09, 2024 |
Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)
|
Sep 05, 2024 |
Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)
|
Sep 05, 2024 |
Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)
|
Sep 05, 2024 |
Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE)
|
Sep 04, 2024 |
Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology
|
Sep 04, 2024 |
Drill Down Earnings, Ep. 209: Zscaler Q4 earnings essentials ($ZS)
|
Sep 04, 2024 |
Drill Down Insider, Elastic's CEO Ash Kulkarni on the Future of Enterprise Search
|
Sep 03, 2024 |
Drill Down Earnings, Ep. 208: Elastic Q1 earnings essentials ($ESTC)
|
Aug 30, 2024 |
Drill Down Earnings, Ep. 206: Dell Q2 earnings essentials ($DELL)
|
Aug 30, 2024 |
Drill Down Earnings, Ep. 207: Autodesk Q2 earnings essentials ($ADSK)
|
Aug 30, 2024 |
Drill Down Earnings, Ep. 205: Salesforce Q2 earnings essentials ($CRM)
|
Aug 29, 2024 |
Drill Down Earnings, Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD)
|
Aug 29, 2024 |
Drill Down Earnings, Ep. 203: NVIDIA Q2 earnings essentials ($NVDA)
|
Aug 29, 2024 |
Drill Down Earnings, Ep. 202: Box Q2 earnings essentials ($BOX)
|
Aug 29, 2024 |
Drill Down Earnings, Ep. 201: Workday Q2 earnings essentials ($WDAY)
|
Aug 23, 2024 |
Drill Down Earnings, Ep. 200: Zoom Q2 earnings essentials ($ZM)
|
Aug 22, 2024 |
Drill Down Earnings, Ep. 199: Snowflake Q2 earnings essentials ($SNOW)
|
Aug 22, 2024 |
Drill Down Earnings, Ep. 198: Synopsys Q3 earnings essentials ($SNPS)
|
Aug 22, 2024 |
Drill Down Earnings, Ep. 197: Analog Devices Q3 earnings essentials ($ADI)
|
Aug 22, 2024 |
Drill Down Earnings, Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW)
|
Aug 20, 2024 |
Drill Down Earnings, Ep. 195: Coherent Q4 earnings essentials ($COHR)
|
Aug 15, 2024 |
Drill Down Earnings, Ep. 194: Applied Materials Q3 earnings essentials ($AMAT)
|
Aug 15, 2024 |
Drill Down Earnings, Ep. 193: Cisco Q4 earnings essentials ($CSCO)
|
Aug 15, 2024 |
Drill Down Earnings, Ep. 192: Lumentum Q4 earnings essentials ($LITE)
|
Aug 14, 2024 |
Drill Down Earnings, Ep. 189: Trade Desk Q2 earnings essentials ($TTD)
|
Aug 09, 2024 |
Drill Down Earnings, Ep. 191: SoundHound AI Q2 earnings essentials ($SOUN)
|
Aug 09, 2024 |
Drill Down Earnings, Ep. 190: Take Two Interactive Q1 2025 earnings essentials ($TTWO)
|
Aug 09, 2024 |
Drill Down Earnings, Ep. 188: Datadog Q2 earnings essentials ($DDOG)
|
Aug 08, 2024 |
Drill Down Earnings, Ep. 187: Applovin Q2 earnings essentials ($APP)
|
Aug 08, 2024 |
Drill Down Earnings, Ep. 186: IONQ Q2 earnings essentials ($IONQ)
|
Aug 07, 2024 |
Drill Down Earnings, Ep. 185: HubSpot Q2 earnings essentials ($HUBS)
|
Aug 07, 2024 |
Drill Down Earnings, Ep. 184: Shopify Q2 earnings essentials ($SHOP)
|
Aug 07, 2024 |
Drill Down Earnings, Ep. 183: Rivian Automotive Q2 earnings essentials ($RIVN)
|
Aug 07, 2024 |
Drill Down Earnings, Ep. 182: Super Micro Computer Q2 earnings essentials ($SMCI)
|
Aug 07, 2024 |
Drill Down Earnings, Ep. 181: Fortinet Q2 earnings essentials ($FTNT)
|
Aug 06, 2024 |
Drill Down Earnings, Ep. 180: Globalfoundries Q2 earnings essentials ($GFS)
|
Aug 06, 2024 |
Drill Down Earnings, Ep. 179: Uber Technologies Q2 earnings essentials ($UBER)
|
Aug 06, 2024 |
Drill Down Earnings, Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR)
|
Aug 06, 2024 |
Drill Down Earnings, Ep. 177: Lucid Group Q2 earnings essentials ($LCID)
|
Aug 06, 2024 |
Drill Down Earnings, Ep. 176: Twilio Q2 earnings essentials ($TWLO)
|
Aug 02, 2024 |
Drill Down Earnings, Ep. 175: Cloudflare Q2 earnings essentials ($NET)
|
Aug 02, 2024 |
Drill Down Earnings, Ep. 174: Snap Q2 earnings essentials ($SNAP)
|
Aug 02, 2024 |
Drill Down Earnings, Ep. 173: Amazon.com Q2 earnings essentials ($AMZN)
|
Aug 01, 2024 |
Drill Down Earnings, Ep. 172: Intel Q2 earnings essentials ($INTC)
|
Aug 01, 2024 |
Drill Down Earnings, Ep. 171: Apple Q2 earnings essentials ($AAPL)
|
Aug 01, 2024 |
Drill Down Earnings, Ep. 170: Mobileye Global Q2 earnings essentials ($MBLY)
|
Aug 01, 2024 |
Drill Down Earnings, Ep. 169: Lam Research Q4 earnings essentials ($LRCX)
|
Aug 01, 2024 |
Drill Down Earnings, Ep. 168: Arm PLC Q2 earnings essentials ($ARM)
|
Jul 31, 2024 |
Drill Down Earnings, Ep. 167: Meta Platforms Q2 earnings essentials ($META)
|
Jul 31, 2024 |
Drill Down Earnings, Ep. 166: Qualcomm Q3 earnings essentials ($QCOM)
|
Jul 31, 2024 |
Drill Down Earnings, Ep. 165: Western Digital Q2 earnings essentials ($WDC)
|
Jul 31, 2024 |
Drill Down Earnings, Ep. 164: Microsoft Q4 earnings essentials ($MSFT)
|
Jul 31, 2024 |
Drill Down Earnings, Ep. 163: AMD Q2 earnings essentials ($AMD)
|
Jul 30, 2024 |
Drill Down Earnings, Ep. 162: Arista Networks Q2 earnings essentials ($ANET)
|
Jul 30, 2024 |
Drill Down Earnings, Ep. 161: Gartner Q2 earnings essentials ($IT).
|
Jul 30, 2024 |
Drill Down Earnings, Ep. 160: PayPal Q2 earnings essentials ($PYPL)
|
Jul 30, 2024 |
Drill Down Earnings, Ep. 159: Lattice Semiconductor Q2 earnings essentials ($LSCC)
|
Jul 30, 2024 |
Drill Down Earnings, Ep. 158: F5 Q3 earnings essentials ($FFIV)
|
Jul 29, 2024 |
Drill Down Earnings, Ep. 157: ON Semiconductor Q2 earnings essentials ($ON)
|
Jul 29, 2024 |
Drill Down Earnings, Ep. 156: Comfort Systems Q2 earnings essentials ($FIX)
|
Jul 26, 2024 |
Drill Down Earnings, Ep. 155: Teradyne Q2 earnings essentials ($TER)
|
Jul 25, 2024 |
Drill Down Earnings, Ep. 154 : KLA Q4 earnings essentials ($KLAC)
|
Jul 25, 2024 |
Drill Down Earnings, Ep. 152: ServiceNow Q2 earnings essentials ($NOW)
|
Jul 25, 2024 |
Drill Down Earnings, Ep. 153: IBM Q2 earnings essentials ($IBM)
|
Jul 25, 2024 |
Drill Down Earnings, Ep. 151: Vertiv Q2 earnings essentials ($VRT)
|
Jul 24, 2024 |
Drill Down Earnings, Ep. 150: Texas Instruments Q2 earnings essentials ($TXN)
|
Jul 24, 2024 |
Drill Down Earnings, Ep. 149: Alphabet Q2 earnings essentials ($GOOG)
|
Jul 23, 2024 |
Drill Down Earnings, Ep. 148: Tesla Q2 earnings essentials ($TSLA)
|
Jul 23, 2024 |
Drill Down Earnings, Ep. 147: Spotify Q2 earnings essentials ($SPOT)
|
Jul 23, 2024 |
Drill Down Earnings, Ep. 146: NXP Semiconductors Q1 earnings essentials ($NXPI)
|
Jul 23, 2024 |
Drill Down Earnings, Ep. 145: SAP Q2 earnings essentials ($SAP)
|
Jul 23, 2024 |
Drill Down Earnings, Ep. 144: Cadence Design Systems Q2 earnings essentials ($CDNS)
|
Jul 22, 2024 |
Drill Down Earnings, Ep. 143: Netflix Q2 earnings essentials ($NFLX)
|
Jul 18, 2024 |
Drill Down Earnings, Ep. 142: Nokia Q2 earnings essentials ($NOK)
|
Jul 18, 2024 |
Drill Down Earnings, Ep. 141: Taiwan Semiconductor Manufacturing Q2 earnings essentials ($TSM)
|
Jul 18, 2024 |
Drill Down Earnings, Ep. 140: ASML Q2 earnings essentials ($ASML)
|
Jul 17, 2024 |
Drill Down Earnings, Ep. 139: Micron Technology Q3 earnings essentials ($MU)
|
Jun 26, 2024 |
Drill Down Earnings, Ep. 138: Adobe Q2 earnings essentials ($ADBE)
|
Jun 19, 2024 |
Drill Down Earnings, Ep. 137: Broadcom Q2 earnings essentials ($AVGO)
|
Jun 13, 2024 |
Drill Down Earnings, Ep. 136: Oracle Q4 2024 earnings essentials ($ORCL)
|
Jun 12, 2024 |
Ep. 249: Elastic CEO Ash Kulkarni, Crowdstrike, Lululemon and Hewlett Packard Enterprise
|
Jun 07, 2024 |
Drill Down Earnings, Ep. 135: Docusign Q1 earnings essentials ($DOCU)
|
Jun 07, 2024 |
Drill Down Earnings, Ep. 134: Smartsheet Q1 earnings essentials ($SMAR)
|
Jun 06, 2024 |
Drill Down Earnings, Ep. 133: Hewlett Packard Enterprise Q2 earnings essentials ($HPE)
|
Jun 05, 2024 |
Drill Down Earnings, Ep. 132: Crowdstrike Q1 earnings essentials ($CRWD)
|
Jun 05, 2024 |
Drill Down Earnings, Ep. 131: Dell Q1 earnings essentials ($DELL)
|
May 31, 2024 |
Drill Down Earnings, Ep. 130: Elastic Q4 earnings essentials ($ESTC)
|
May 31, 2024 |
Drill Down Earnings, Ep. 129: Veeva Systems Q1 earnings essentials ($VEEV)
|
May 31, 2024 |
Drill Down Earnings, Ep. 128: Mongodb Q1 earnings essentials ($MDB)
|
May 31, 2024 |
Drill Down Earnings, Ep. 127: Zscaler Q3 earnings essentials ($ZS)
|
May 30, 2024 |
Drill Down Earnings, Ep. 126: Marvell Technology Q1 earnings essentials ($MRVL)
|
May 30, 2024 |
Drill Down Earnings, Ep. 125: Okta Q1 earnings essentials ($OKTA)
|
May 30, 2024 |
Drill Down Earnings, Ep. 124: HP Q2 earnings essentials ($HPQ)
|
May 30, 2024 |
Drill Down Earnings, Ep. 123: C3.ai Q4 earnings essentials ($AI)
|
May 29, 2024 |
Drill Down Earnings, Ep. 122: Salesforce Q1 earnings essentials ($CRM)
|
May 29, 2024 |
Drill Down Earnings, Ep. 121: Intuit Q2 earnings essentials ($INTU)
|
May 24, 2024 |
Drill Down Earnings, Ep. 120: Workday Q1 2025 earnings essentials ($WDAY)
|
May 23, 2024 |
Drill Down Earnings, Ep. 119: Snowflake Q1 2025 earnings essentials ($SNOW)
|
May 23, 2024 |
Drill Down Earnings, Ep. 118: NVIDIA Q1 earnings essentials ($NVDA).
|
May 23, 2024 |
Drill Down Earnings, Ep. 117: Synopsys Q2 earnings essentials ($SNPS)
|
May 23, 2024 |
Drill Down Earnings, Ep. 116: Analog Devices Q2 earnings essentials ($ADI)
|
May 22, 2024 |
Drill Down Earnings, Ep. 115: Zoom Video Communications Q1 earnings essentials ($ZM)
|
May 21, 2024 |
Drill Down Earnings, Ep. 114: Palo Alto Networks Q3 earnings essentials ($PANW)
|
May 21, 2024 |
Drill Down Earnings, Ep. 113: Applied Materials Q2 earnings essentials ($AMAT)
|
May 16, 2024 |
Drill Down Earnings, Ep. 112: Cisco Systems Fiscal Q3 earnings essentials ($CSCO)
|
May 15, 2024 |
Ep. 248: PegaSystems CEO Alan Trefler, Rivian Automotive, Arista Networks and ARM Holdings
|
May 13, 2024 |
Drill Down Earnings, Ep. 111: SoundHound Q1 earnings essentials ($SOUN)
|
May 09, 2024 |
Drill Down Earnings, Ep. 110: ARM Holdings The end of their fiscal year Q4 2024 earnings essentials ($ARM)
|
May 09, 2024 |
Drill Down Earnings, Ep. 109: Shopify Q1 earnings essentials ($SHOP)
|
May 08, 2024 |
Drill Down Earnings, Ep. 108: Uber Q1 earnings essentials ($UBER)
|
May 08, 2024 |
Drill Down Earnings, Ep. 107: Twillio Q1 earnings essentials ($TWLO)
|
May 08, 2024 |
Drill Down Earnings, Ep. 105: Rivian Q1 earnings essentials ($RIVN)
|
May 08, 2024 |
Drill Down Earnings, Ep. 106: Arista Networks Q1 earnings essentials ($ANET)
|
May 08, 2024 |
Drill Down Earnings, Ep. 104: Datadog Q1 earnings essentials ($DDOG)
|
May 07, 2024 |
Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103
|
May 07, 2024 |
Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP)
|
May 07, 2024 |
Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)
|
May 07, 2024 |
Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE)
|
May 06, 2024 |
Drill Down Earnings, Ep. 99: Apple Q1 earnings essentials ($AAPL)
|
May 03, 2024 |
Drill Down Earnings, Ep. 98: Cloudflare Q1 earnings essentials ($NET)
|
May 03, 2024 |
Drill Down Earnings, Ep. 97: Block Q1 earnings essentials ($SQ)
|
May 03, 2024 |
Drill Down Earnings, Ep. 96: Fortinet Q1 earnings essentials ($FTNT)
|
May 03, 2024 |
Drill Down Earnings, Ep. 95: Paycom Q1 earnings essentials ($PAYC)
|
May 02, 2024 |
Drill Down Earnings, Ep. 94: Informatica Q1 earnings essentials ($INFA)
|
May 02, 2024 |
Drill Down Earnings, Ep. 93: A quick look at Qualcomm ($QCOM) and its Q2 earnings report
|
May 01, 2024 |
Drill Down Earnings, Ep. 92: A quick look at Amazon.com ($AMZN) and its Q1 earnings report
|
May 01, 2024 |
Drill Down Earnings, Ep. 91: A quick look at Supermicro ($SMCI) and its Fiscal Q3 earnings report
|
Apr 30, 2024 |
Drill Down Earnings, Ep. 90: A quick look at AMD ($AMD) and its Q1 earnings report
|
Apr 30, 2024 |
Drill Down Earnings, Ep. 89: A quick look at PayPal ($PYPL) and its Q1 earnings report
|
Apr 30, 2024 |
Drill Down Earnings, Ep. 88: A quick look at NXP Semiconductor ($NXPI) and its Q1 earnings report
|
Apr 30, 2024 |
Drill Down Earnings, Ep. 87: A quick look at Chegg ($CHGG) and its Q1 earnings report.
|
Apr 30, 2024 |
Drill Down Earnings, Ep. 86: A quick look at Lattice Semiconductor ($LSCC) and its Q1 earnings report.
|
Apr 29, 2024 |
Drill Down Earnings, Ep. 85: A quick look at ON Semiconductor ($ON) and its Q1 earnings report
|
Apr 29, 2024 |
Drill Down Earnings, Ep. 84: A quick look at Atlassian ($TEAM) and its Q3 2024 earnings report.
|
Apr 26, 2024 |
Drill Down Earnings, Ep. 83: A quick look at Snap ($SNAP) and its Q1 earnings report.
|
Apr 26, 2024 |
Drill Down Earnings, Ep. 82: A quick look at Alphabet ($TICKERTK) and its Q1 earnings report.
|
Apr 26, 2024 |
Drill Down Earnings, Ep. 81: A quick look at Microsoft ($MSFT) and its Q1 earnings report.
|
Apr 26, 2024 |
Drill Down Earnings, Ep. 80: A quick look at Intel ($INTC) and its Q1 earnings report.
|
Apr 25, 2024 |
Drill Down Earnings, Ep. 79: A quick look at Teradyne ($TER) and its Q1 earnings report.
|
Apr 25, 2024 |
Drill Down Earnings, Ep. 78: A quick look at ServiceNow ($NOW) and its Q1 earnings report
|
Apr 25, 2024 |
Drill Down Earnings, Ep. 77: A quick look at Meta ($META) and its Q1 earnings report.
|
Apr 25, 2024 |
Drill Down Earnings, Ep. 76: A quick look at IBM ($IBM) and its Q1 earnings report.
|
Apr 24, 2024 |
Drill Down Earnings, Ep. 74: A quick look at Tesla ($TSLA) and its Q1 earnings report.
|
Apr 24, 2024 |
Drill Down Earnings, Ep. 75: A quick look at Vertiv ($VRT) and its Q1 earnings report.
|
Apr 24, 2024 |
Drill Down Earnings, Ep. 72: A quick look at Texas Instruments ($TXN) and its Q1 earnings report.
|
Apr 24, 2024 |
Drill Down Earnings, Ep. 73: A quick look at Vicor ($VICR) and its Q1 earnings report
|
Apr 24, 2024 |
Drill Down Earnings, Ep. 71: A quick look at Spotify ($SPOT) and its Q1 earnings report.
|
Apr 23, 2024 |
Cadence Design's Q1 Earnings: What You Need to Know - Drill Down Earnings 71
|
Apr 23, 2024 |
Ep. 247: nCino CEO Pierre Naudé, ASML, Taiwan Semiconductor Manufacturing and Netflix
|
Apr 19, 2024 |
Netflix Q1 earnings: Revenge of the Mooch! - Drill Down Earnings 70
|
Apr 19, 2024 |
Taiwan Semiconductor Q1: Where are the Smartphone sales? - Drill Down Earnings 69
|
Apr 18, 2024 |
ASML Q1 Earnings: China Dominates Sales, Rest of World Falters - Drill Down Earnings 68
|
Apr 17, 2024 |
Ep. 246: Braze CEO Bill Magnuson, Global Life, Apartment Income REIT and Lovesac
|
Apr 12, 2024 |
Ep. 245: Upwork CEO Hayden Brown, Take Two Software, Fabrinet and Trump Media & Technology Group
|
Apr 06, 2024 |
Ep. 244: Kyverna Theraputics CEO Peter Maag, Micron Technology, nCino and Pagerduty
|
Mar 28, 2024 |
Drill Down Earnings, Ep. 67: A quick look at Micron Technology ($MU) and its fiscal third quarter earnings report
|
Mar 21, 2024 |
Drill Down Earnings, Ep. 66: A quick look at Smartsheet ($SMAR) and its fiscal third quarter earnings report
|
Mar 15, 2024 |
Drill Down Earnings, Ep. 65: A quick look at Adobe ($ADBE) and its fiscal third quarter earnings report
|
Mar 15, 2024 |
Drill Down Earnings, Ep. 64: A quick look at Oracle ($ORCL) and its fiscal third quarter earnings report
|
Mar 12, 2024 |
Drill Down Earnings, Ep. 63: A quick look at MongoDB ($MDB) and its fiscal third quarter earnings report.
|
Mar 08, 2024 |
Drill Down Earnings, Ep. 62: A quick look at Marvell ($MRVL) and its fiscal third quarter earnings report
|
Mar 08, 2024 |
Drill Down Earnings, Ep. 61: A quick look at DocuSign ($DOCU) and its fiscal third quarter earnings report
|
Mar 08, 2024 |
Drill Down Earnings, Ep. 60: A quick look at Broadcom ($AVGO) and its fiscal third quarter earnings report
|
Mar 08, 2024 |
Ep. 243: iRhythm CEO Quentin Blackford, Crowdstrike, Snowflake and Dell Technologies
|
Mar 07, 2024 |
Drill Down Earnings, Ep. 59: A quick look at CrowdStrike ($CRWD) and its fiscal fourth quarter earnings report.
|
Mar 06, 2024 |
Drill Down Earnings: A quick look at Hewlett Packard Enterprise ($HPE) and its fiscal third quarter earnings report
|
Mar 01, 2024 |
Drill Down Earnings, Ep. 55: A quick look at Zscaler ($ZS) and its fiscal third quarter earnings report
|
Mar 01, 2024 |
Drill Down Earnings: A quick look at Autodesk ($ADSK) and its fiscal third quarter earnings report
|
Mar 01, 2024 |
Drill Down Earnings, Ep. 56: A quick look at Elastic ($ESTC) and its fiscal third quarter earnings report
|
Mar 01, 2024 |
Drill Down Earnings, Ep. 54: A quick look at Dell Technologies ($DELL) and its fiscal third quarter earnings report
|
Mar 01, 2024 |
Drill Down Earnings, Ep. 53: A quick look at IonQ ($IONQ) and its fiscal third quarter earnings report
|
Feb 29, 2024 |
Drill Down Earnings: A quick look at Okta ($OKTA) and its fiscal third quarter earnings report
|
Feb 29, 2024 |
Drill Down Earnings: A quick look at Snowflake ($SNOW) and its fiscal third quarter earnings report.
|
Feb 29, 2024 |
Drill Down Earnings: A quick look at Salesforce ($CRM) and its fiscal third quarter earnings report
|
Feb 29, 2024 |
Drill Down Earnings: A quick look at C3.ai ($AI) and its fourth quarter earnings report
|
Feb 29, 2024 |
Drill Down Earnings: A quick look at Workday ($WDAY) and its fourth quarter earnings report
|
Feb 27, 2024 |
Drill Down Earnings: A quick look at Zoom Video Communications ($ZM) and its fourth quarter earnings report
|
Feb 27, 2024 |
Ep. 242: Synopsys CEO Sassine Ghazi, NVIDIA, Palo Alto Networks and Analog Devices
|
Feb 24, 2024 |
Drill Down Earnings: A quick look at Intuit ($INTU) and its second fiscal quarter for 2024 earnings report
|
Feb 24, 2024 |
Drill Down Earnings: A quick look at Vicor ($VICR) and its fourth quarter earnings report
|
Feb 24, 2024 |
Drill Down Earnings: A quick look at Block (don't you dare call it "Square") ($SQ) and its fourth quarter earnings report
|
Feb 24, 2024 |
Drill Down Earnings: A quick look at Synopsys ($SNPS) and its fiscal first quarter earnings report.
|
Feb 24, 2024 |
Drill Down Earnings: A quick look at Analog Devices ($ADI) and its fiscal year Q1 2024 earnings report
|
Feb 22, 2024 |
Drill Down Earnings: A quick look at Vertiv ($VRT) and its fourth quarter earnings report
|
Feb 22, 2024 |
Drill Down Earnings: A quick look at NVIDIA ($NVDA) and its fourth quarter earnings report
|
Feb 22, 2024 |
Drill Down Earnings: A quick look at TeleDoc ($TDOC) and its fourth quarter earnings report
|
Feb 21, 2024 |
Drill Down Earnings: A quick look at Palo Alto Networks ($PANW) and its Fiscal Second Quarter earnings report
|
Feb 21, 2024 |
Ep. 241: Aurora Innovations CEO Chris Urmson, Cadence Design Systems, Cisco Systems and Coinbase
|
Feb 17, 2024 |
Drill Down Earnings: A quick look at Coinbase ($COIN), how interest rates and stablecoin (USDC) and its fourth quarter earnings report
|
Feb 17, 2024 |
Drill Down Earnings: A quick look at Roku (ROKU) and its fourth quarter earnings report
|
Feb 17, 2024 |
Drill Down Earnings: A quick look at Applied Materials (AMAT) and its fourth quarter earnings report
|
Feb 17, 2024 |
Drill Down Earnings: A quick look at @Cisco ($CSCO) and its fiscal second quarter earnings report
|
Feb 15, 2024 |
Drill Down Earnings: A quick look at Twilio (TWLO) and its fourth quarter earnings report
|
Feb 15, 2024 |
Drill Down Earnings: The very latest as Shopify (SHOP) reports fourth quarter earnings
|
Feb 14, 2024 |
Drill Down Earnings: The very latest as DataDog (DDOG) reports fourth quarter earnings
|
Feb 14, 2024 |
Drill Down Earnings: The very latest as Cadence Design Systems (CDNS) reports fourth quarter earnings
|
Feb 14, 2024 |
Drill Down Earnings: The very latest as Arista Networks (ANET) reports fourth quarter earnings
|
Feb 14, 2024 |
Drill Down Earnings: The very latest as Expedia (EXPE) reports fourth quarter earnings
|
Feb 09, 2024 |
Drill Down Earnings: The very latest as Cloudflare (NET) reports strong fourth quarter earnings
|
Feb 09, 2024 |
Drill Down Earnings: Lumentum (LITE) fiscal second quarter earnings report
|
Feb 09, 2024 |
Drill Down Earnings: Amazing fiscal third quarter from ARM Holdings (ARM) but what does it mean?
|
Feb 09, 2024 |
Ep. 240: Enfusion CEO Oleg Movchan, Spotify, Apple and Coherent
|
Feb 08, 2024 |
Drill Down Earnings: The very latest as Paypal (PYPL) reports fourth quarter earnings
|
Feb 08, 2024 |
Drill Down Earnings: The very latest as Paycom (PAYC) reports fourth quarter earnings
|
Feb 08, 2024 |
Drill Down Earnings: The very latest as Uber Technologies (UBER) reports fourth quarter earnings
|
Feb 08, 2024 |
Drill Down Earnings: The very latest as Snap (SNAP) reports fourth quarter earnings
|
Feb 07, 2024 |
Drill Down Earnings: The very latest as Fortinet (FTNT) reports fourth quarter earnings
|
Feb 07, 2024 |
Drill Down Earnings: The very latest as Coherent (COHR) reports SECOND FISCAL QUARTER 2024 earnings
|
Feb 06, 2024 |
Drill Down Earnings: The very latest as Spotify (SPOT) reports fourth quarter earnings
|
Feb 06, 2024 |
Drill Down Earnings: The very latest as NXP Semiconductor (NXPI) reports fourth quarter earnings
|
Feb 06, 2024 |
Drill Down Earnings: The very latest as Meta (META) reports fourth quarter earnings.
|
Feb 02, 2024 |
Drill Down Earnings: The very latest as Apple (AAPL) reports fourth quarter earnings.
|
Feb 02, 2024 |
Drill Down Earnings: The very latest as Amazon.com (AMZN) reports fourth quarter earnings.
|
Feb 02, 2024 |
Drill Down Earnings: The very latest as Atlassian (TEAM) reports fourth quarter earnings.
|
Feb 02, 2024 |
Ep. 239: Personalis CEO Chris Hall, Alphabet, Advanced Micro Devices and Qualcomm.
|
Feb 01, 2024 |
Drill Down Earnings: The very latest as Qualcomm (QCOM) reports fourth quarter earnings.
|
Feb 01, 2024 |
Drill Down Earnings: The very latest as Teradyne (TER) reports fourth quarter earnings.
|
Feb 01, 2024 |
Drill Down Earnings: The very latest as Electronic Arts (EA) reports fourth quarter earnings.
|
Jan 31, 2024 |
Drill Down Earnings: The very latest as Microsoft (MSFT) reports second quarter fiscal 2024 earnings.
|
Jan 31, 2024 |
Drill Down Earnings: The very latest as AMD (AMD) reports fourth quarter earnings.
|
Jan 31, 2024 |
Drill Down Earnings: The very latest as Alphabet (GOOG) reports fourth quarter earnings.
|
Jan 31, 2024 |
Ep. 238: Samsara CEO Sanjit Biswas, IBM, ServiceNow and ASML.
|
Jan 25, 2024 |
Ep. 237: Marqeta CEO Simon Khalaf, Affirm and insider buying at Highpeak Energy and Texas Pacific Land Corporation.
|
Jan 04, 2024 |
Ep. 236: Travel + Leisure CEO Mike Brown, Bristol-Myers Squibb, Winnebago Industries and Micron.
|
Dec 22, 2023 |
Ep. 235: IonQ CEO Peter Chapman, iRhythm technologies, Johnson Controls International and Adobe.
|
Dec 14, 2023 |
Artificial Intelligence Data Management with VAST Data CEO Renen Hallak - Drill Down Insider Ep. One:
|
Dec 07, 2023 |
Ep. 234: Ethan Allen CEO Farooq Kathwari, SentinelOne, MongoDB and J.M. Smucker.
|
Dec 07, 2023 |
Ep. 233: Blink Charging CEO Brendan Jones, Crocs, Synopsys and Workday.
|
Nov 30, 2023 |
Ep. 232: AvePoint CEO T.J. Jiang, Beauty Health, Paycor HCM and Amdocs.
|
Nov 16, 2023 |
Ep. 231: Avadel Pharmaceuticals CEO Greg Divis, Clear Secure, NXP Semiconductor and Softbank Corporation.
|
Nov 10, 2023 |
Ep. 230: Mattr CEO Michael Reeves, Apple, Caesars Entertainment and The Bancorp
|
Nov 03, 2023 |
Ep. 229: Hewlett Packard Enterprise CEO Antonio Neri, Li-Cycle, Align Technology and Microsoft
|
Oct 30, 2023 |
Ep. 228: Trex CEO Bryan Fairbanks, Badger Meter, Coursera and SAP
|
Oct 20, 2023 |
Ep. 227: PagerDuty CEO Jenn Tejada, Groupon, Duckhorn Portfolio and Adobe
|
Oct 17, 2023 |
Ep. 226: Wix CEO Avishai Abrahami, Carmax, Blackberry and SunRun
|
Oct 04, 2023 |
Box CEO Aaron Levie, Carnival, Costco Wholesale and Micron Technology
|
Sep 29, 2023 |
Ep. 224: Informatica CEO Amit Walia, Netflix, Steelcase and Autozone
|
Sep 22, 2023 |
Ep. 223: Genco Shipping and Trading CEO John Wobensmith, Oracle, Smith & Wesson Brands and RH
|
Sep 14, 2023 |
Ep. 222: Controversial Allegro Microsystems CEO Vineet Nargolwala, EOG Resources, Advanced Microdevices and Gitlab
|
Sep 07, 2023 |
Ep. 221: Walkme CEO Dan Adika, Hewlett Packard Enterprise, DigitalOcean and Box
|
Aug 31, 2023 |
Ep. 220: VSE Corporation CEO John Cuomo, Paycor HCM, Macy's and Lovesac
|
Aug 24, 2023 |
Ep. 219: FREYR CEO Tom Einer Jensen, Tencent, Agilon Health and Fluence Energy
|
Aug 16, 2023 |
Ep. 218: Simpson Manufacturing CEO Mike Olosky, CEO of Simpson Manufacturing (SSD), Fisker, Array Technologies and Digital Ocean.
|
Aug 11, 2023 |
Ep. 216: Vericel Corporation CEO Nick Colangelo, Teladoc Health, Alphabet, Texas Instruments
|
Aug 07, 2023 |
Ep. 217: Elastic CEO Ashutosh Kulkarni, Advanced Micro Device, Uber Technologies, Molson Coors Beverage Co.
|
Aug 02, 2023 |
Ep. 215: Meritage Homes CEO Phillippe Lord, J B Hunt Transport Services, Prologis, Colombier Acquisition Corp
|
Jul 20, 2023 |
Ep. 214: Li-Cycle CEO Ajay Kochhar, Recursion Pharmaceuticals, Constellation Brands, Paychex
|
Jul 12, 2023 |
Ep. 213: Mr. Cooper Group CEO Jay Bray, Rivian, Wolfspeed, Greenbrier Companies
|
Jul 06, 2023 |
Ep. 212: Compass Diversified CEO Elias Sabo, AeroVironment, Oshkosh
|
Jun 29, 2023 |
Ep. 211: Trimble CEO Rob Painter, Adobe, Kroger, Lennar
|
Jun 21, 2023 |
Ep. 210: Fortuna Silver CEO Jorge Ganoza, Logitech International, Unity Software, Oracle
|
Jun 14, 2023 |
Ep. 209: Ardmore Shipping CEO Anthony Gurnee, Yext, Vera Bradley, Ciena Corporation
|
Jun 07, 2023 |
Ep. 208: Whitestone REIT CEO Dave Holeman, Hovnanian Enterprises, Sportsman’s Warehouse, Advance Auto Parts
|
Jun 01, 2023 |
Ep. 207: Take-Two Interactive CEO Strauss Zelnick, Analog Devices, America's Car-Mart, Abercrombie & Fitch Co
|
May 24, 2023 |
Ep. 206: F5 CEO François Locoh-Donou, Polestar, Fox Corp, The Container Store
|
May 17, 2023 |
Ep. 205: VICI Properties CEO Edward Pitoniak, Zscaler, Twilio, ProFrac
|
May 10, 2023 |
Ep. 204: Ranger Energy Services CEO Stuart Bodden, McDonald's, Kraft Heinz, Estee Lauder
|
May 03, 2023 |
Ep. 203: Karooooo CEO Isaias (Zak) Jose Calisto, Bed Bath and Beyond, Microsoft, Enphase Energy
|
Apr 26, 2023 |
Ep. 202: Bioceres Crop Solutions CEO Federico Trucco, JPMorgan Chase, Citigroup, Intuitive Surgical
|
Apr 20, 2023 |
Ep. 201: Embecta CEO Dev Kurdikar, Diamondback Energy, PriceSmart, Kura Sushi USA
|
Apr 13, 2023 |
Ep. 200: Shutterstock CEO Paul Hennessy, Dave and Buster’s Entertainment, Simply Good Foods, RH
|
Apr 06, 2023 |
Ep. 199: Worthington Industries CEO Andy Rose, Toronto-Dominion Bank, Lululemon Athletica, Micron Technologies
|
Mar 29, 2023 |
Ep. 198: Waters Corporation CEO Dr. Udit Batra, TriNet, Winnebago, Affirm Holdings
|
Mar 23, 2023 |
Ep. 197: Eagle Point CEO Thomas Majewski, Caterpillar, Alaska Air, NatWest Group
|
Mar 16, 2023 |
Ep. 196: SPECIAL: Washington Federal CEO Brent Beardall, Silicon Valley Bank, Portman Ridge Finance, Triplepoint Venture Growth
|
Mar 10, 2023 |
Ep. 195: Yext CEO Michael Walrath, Squarespace, Nutanix, Korn Ferry
|
Mar 09, 2023 |
Ep. 194: Logitech International CEO Bracken Darrell, Jack in the Box, Agilent, Montrose Environmental Group
|
Mar 01, 2023 |
Ep. 193: Calliditas CEO Renee Aguiar-Lucander, Coinbase, Albemarle Corporation, Dropbox
|
Feb 22, 2023 |
Ep. 192: Zuora CEO Tien Tzuo, Airbnb, Ardmore Shipping, WESCO International
|
Feb 15, 2023 |
Ep. 191: SMART Global Holdings CEO Mark Adams, Brunswick Corporation, RH, Pinterest
|
Feb 09, 2023 |
Ep. 190: Simulations Plus CEO Shawn O’Connor, AMD, Whirlpool, Match Group
|
Feb 01, 2023 |
Ep. 189: Primo Water CEO Tom Harrington, Zion Bancorporation, Baker Hughes, Halliburton
|
Jan 25, 2023 |
Ep. 188: Calavo Growers CEO Brian W. Kocher, J.B. Hunt Transport Services, Roblox, KeyCorp
|
Jan 20, 2023 |
Ep. 187: Titan International CEO Paul Reitz, Healthequity, Walgreens Boots Alliance, Irhythm Technologies
|
Jan 11, 2023 |
Ep. 186: Sumo Logic CEO Ramin Sayar, Absolute Software, VICI Properties, Dice Therapeutics
|
Jan 04, 2023 |
Ep. 185: Five Below CEO Joel Anderson, Tesla, Vapotheroem, Enochian Biosciences
|
Dec 28, 2022 |
Ep. 184: DigitalOcean CEO Yancey Spruill, Calavo Growers, FuelCell Energy, Worthington Industries
|
Dec 22, 2022 |
Ep. 183: TravelCenters of America CEO Jonathan Pertchik, Lennar, RCI Hospitality Holdings, Rev Group
|
Dec 15, 2022 |
Ep. 182: Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM), Lululemon, DocuSign, Johnson Outdoors
|
Dec 09, 2022 |
Ep. 181: Alteryx CEO Mark Anderson, Hormel, Docusign, Inotiv
|
Nov 30, 2022 |
Ep. 180: Aflac COO Fred Crawford, Warner Music Group, Abercrombie & Fitch, Dollar Tree
|
Nov 22, 2022 |
Ep. 179: National Energy Services Reunited CEO Sherif Foda, Walmart, TJX Companies, Shoals Technologies
|
Nov 16, 2022 |
Ep. 178: Columbus McKinnon CEO David Wilson, R1 RCM, Plug Power, Silvergate Capital
|
Nov 09, 2022 |
Ep. 177: Lightwave Logic CEO Michael Lebby, W. W. Grainger, Civitas Resources, Tge New York Times Company
|
Nov 02, 2022 |
Ep. 176: Sprinklr CEO Ragy Thomas, Spotify, Teradyne, Crown Holdings
|
Oct 27, 2022 |
Ep. 175: Planet Labs CEO Will Marshall, Silvergate Capital, Netflix, Lockheed Martin
|
Oct 19, 2022 |
Ep. 174: Designer Brands CEO Roger Rawlins, Levi’s, Tilray, Applied Micro Devices
|
Oct 12, 2022 |
Ep. 173: Endava CEO John Cotterell, Helen of Troy, Micron Technologies, RPM International
|
Oct 06, 2022 |
Ep. 172: Trinity Capital CEO Steve Brown, AutoZone, Apogee Enterprises, Bowlero
|
Sep 21, 2022 |
Ep. 171: Secureworks CEO Wendy Thomas, American Outdoor Brands, Mastercraft Boat Holdings, FuelCell Energy
|
Sep 13, 2022 |
Ep. 170: SoundHound AI CEO Keyvan Mohajer, Coupa Software, Chesapeake Energy, HubSpot
|
Sep 09, 2022 |
Ep. 169: Coupa CEO Rob Bernshteyn, Chewy, Express, REX American Resources
|
Sep 01, 2022 |
Ep. 168: Heliogen CEO Bill T. Gross, Dell, Affirm, Workday
|
Aug 29, 2022 |
Ep. 167: Smartsheet CEO Mark Mader, United States Steel Corporation, Avis Budget Group, Graphic Packaging Holding Company
|
Aug 17, 2022 |
Ep. 166: Verint CEO Dan Bodner, Constellation Energy, Tyson Foods, Palantir Technologies
|
Aug 10, 2022 |
Ep. 165: Nutanix CEO Rajiv Ramaswami, Lucid, Advanced Micro Devices, Nabors Industries
|
Aug 05, 2022 |
Ep. 163: Informatica CEO Amit Walia, Silvergate Capital, Ally Financial, Halliburton
|
Aug 04, 2022 |
Ep. 164: atai Life Sciences CEO Florian Brand, Ford Motor Company, Century Communities, Columbia Sportswear Company
|
Jul 29, 2022 |
Ep. 162: Stratasys CEO Dr. Yoav Zeif, Talos Energy, Fastenal, Conagra Brands
|
Jul 15, 2022 |
Ep. 161: CrowdStrike CEO George Kurtz, NovaGold (NG), Micron Technology (MU), Constellation Brands (STZ)
|
Jul 08, 2022 |
Ep. 160: Zscaler CEO Jay Chaudhry, Bed Bath & Beyond, General Mills, AeroVironment
|
Jul 05, 2022 |
Ep. 159: Mister Car Wash CEO John Lai, FactSet Research Systems, Carnival, Smith & Wesson Brands
|
Jun 27, 2022 |
Ep. 158: Blend Labs CEO Nima Ghamsari (BLND), Oracle, Kroger, La-Z-Boy
|
Jun 23, 2022 |
Ep. 157: Phillips Edison CEO Jeffrey Edison, Valvoline, Excelerate Energy, Caleres
|
May 25, 2022 |
Ep. 156: Expensify CEO David Barrett, Kohl’s, Deere & Company, Foot Locker
|
May 20, 2022 |
Ep. 155: VICI Properties CEO Ed Pitionak, Beyond Meat, Roblox, Polaris
|
May 12, 2022 |
Ep. 154: DICE Therapeutics CEO Kevin Judice, Brunswick, Chegg
|
May 04, 2022 |
Ep. 153: Riot Blockchain CEO Jason Les (RIOT), HCA Healthcare, Hewlett Packard Enterprise, Marine Products
|
Apr 25, 2022 |
Ep. 152: SolarWinds CEO Sudhakar Ramakrishna (SWI), American Airlines, C4 Therapeutics, EnLink Midstream
|
Apr 13, 2022 |
Ep. 151: dLocal COO Sumita Pandit, Blend Labs, Crane, BlackBerry
|
Apr 06, 2022 |
Ep. 150: Criteo CEO Megan Clarken, Paychex, RH, IGM Biosciences
|
Mar 30, 2022 |
Ep. 149: Legend Biotech (LEGN) CEO Ying Huang, PhD., Helmerich & Payne, U.S. Steel, Brunswick Corporation
|
Mar 24, 2022 |
Ep. 148: WM Technology CEO Chris Beals (MAPS), Jabil, HollyFrontier, KAR Auction Services
|
Mar 16, 2022 |
Ep. 147: ZeroFox CEO James Foster (LNFA), Bumble, Trean Insurance Group and Tidewater.
|
Mar 11, 2022 |
Ep. 146: Oshkosh CEO John Pfeifer (OSK), Beyond Meat, Opendoor Technologies and Nordstrom (JWN).
|
Mar 03, 2022 |
Ep. 145: Vera Therapeutics CEO Marshall Fordyce (VERA), CVR Energy, American Axle & Manufacturing Holdings
|
Feb 23, 2022 |
Ep. 144: Absolute Software CEO Christy Wyatt (ABST), ViacomCBS, Devon Energy and Shopify.
|
Feb 16, 2022 |
Ep. 143: SailPoint CEO Mark McClain (SAIL), New Relic. Pfizer, Chipotle Mexican Grill
|
Feb 09, 2022 |
Ep. 142: Latch CEO Luke Schoenfelder, Alphabet, Clorox, ConocoPhilips
|
Feb 03, 2022 |
Ep. 141: Axos CEO Greg Garrabrants, Boeing, Intel, Tesla
|
Jan 28, 2022 |
Ep. 140: Ideanomics CEO Alf Poor, Procter & Gamble, J B Hunt Transport Services, Cardiff Oncology
|
Jan 19, 2022 |
Ep. 139: Inventiva Pharmaceuticals CEO Frederic Cren, Albertsons, Delta Air Lines, Concrete Pumping Holdings
|
Jan 13, 2022 |
Ep.138: Rocket Lab CEO Peter Beck, FuelCell Energy, Beyond Meat, Nextier Oilfield Solutions
|
Jan 06, 2022 |
Ep.137: Agilent CEO Mike McMullen, Destination XL Group, Builders FirstSource, Yellow
|
Dec 31, 2021 |
Ep. 136: Hain Celestial CEO Mark Schiller, Lennar, Rite Aid, Paychex
|
Dec 23, 2021 |
Ep. 135: IDACORP CEO Lisa Grow, Lowe’s, Invitation Homes, Sportsman's Warehouse
|
Dec 16, 2021 |
Ep. 134: Lottery.com CEO Tony DiMatteo, Hershey, Cenovus Energy, StitchFix
|
Dec 08, 2021 |
Ep. 133: BigCommerce CEO Brent Bellm, Alibaba, Autodesk, Prologis
|
Dec 01, 2021 |
Ep. 132: Planet Labs CEO Will Marshall, Peloton Interactive, Anaplan, Eargo
|
Nov 25, 2021 |
Ep. 131: 3D Systems CEO Dr. Jeffrey Graves, TJX Companies, StoneCo, Visa, Amazon
|
Nov 18, 2021 |
Ep. 130: Wejo CEO Richard Barlow, Codexis, Bill.com, Confluent
|
Nov 10, 2021 |
Ep. 129: Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers, Criteo, Mondelez International, Irhythm Technologies
|
Nov 03, 2021 |
Ep. 128: dMY Technology CEO Niccolo de Masi, Zendesk, United States Steel, Lendingtree, Evergrande
|
Oct 29, 2021 |
Ep. 127: MannKind CEO Michael Castagna, Ultra Clean Holdings, LendingClub, Proto Labs, Facebook, Activision Blizzard
|
Oct 29, 2021 |
Ep. 126: Arcturus Therapeutics CEO Joseph Payne, Spotify, Rollins, Robinhood Markets
|
Oct 27, 2021 |
Ep. 125: HIVE Blockchain Technologies CEO Frank Holmes, Bitcoin, Ethereum, Facebook, Lockheed Martin, Polaris
|
Oct 26, 2021 |
Ep. 124: Karooooo CEO Zak Calisto, Tesla, Vroom, Guardant Health, Beyond Meat
|
Oct 25, 2021 |
Ep. 123: Montrose Environmental CEO Vijay Manthripragada, Boston Beer vs. SNL, Whirlpool inflation and Snap vs. Apple.
|
Oct 22, 2021 |
Ep. 122: Tesla accounting, Adaptive Biotech’s cancer blood test, IBM and AutoNation
|
Oct 21, 2021 |
Ep. 121: Crapware no more w. Perion Networks, Ulta Beauty, Baker Hughes, breast cancer cure w. Radius Health
|
Oct 20, 2021 |
Ep. 120: Progress Software CEO Yogesh Gupta, Johnson & Johnson, EverQuote, Canadian National Railway, Coinbase
|
Oct 19, 2021 |
Ep. 119: ChromaDex CEO Rob Fried, Zillow, Albertsons, Latham Group
|
Oct 18, 2021 |
Ep. 118: IDT CEO Shmuel Jonas, JPMorgan, Goldman Sachs, Duck Creek Technologies, Catchmark Timber Trust, Bitcoin
|
Oct 15, 2021 |
Ep. 117: Strip joint operator RCI Hospitality CEO Eric Langan, Coinbase, Macy’s, Boeing, Plug Power, Caterpillar, Del Taco
|
Oct 14, 2021 |
Ep. 116: Lightwave Logic CEO Dr. Michael Lebby, Lincoln Park, Delta Air Lines, Apple, Berkeley Lights, Alitalia
|
Oct 14, 2021 |
Ep. 115: Newtek Business Services CEO Barry Sloane, MaxLinear, MGM Resorts International, Valvoline, General Motors
|
Oct 12, 2021 |
Ep. 114: Zscaler CEO Jay Chaudhry, New Fortress Energy, Aspen Technology, Protagonist Therapeutics, Southwest Airlines, Amazon
|
Oct 11, 2021 |
Ep. 113: Open Lending with Villere portfolio manager Lamar Villere, ChemoCentryx, Allogene Therapeutics, Opendoor Technologies, Facebook
|
Oct 08, 2021 |
Ep. 112: TransMedics with Changebridge Capital CIO Ross Klein, Resources Connection, Kellogg, Lamb Weston Holdings, United Airlines
|
Oct 07, 2021 |
Ep. 111: Flotek CEO John Gibson, Facebook, Twitch, Acuity Brands, Takeda Pharmaceutical, Noodles & Co
|
Oct 06, 2021 |
Ep. 110: Diebold Nixdorf with Zeo Capital's Marcus Moore, Unity Software, Braemar Hotels & Resorts, MarineMax, Visa, Apple
|
Oct 05, 2021 |
Ep. 109: Evolv with SineWave's Yanev Suissa, BioNTech, Perion Network, Amplify Energy
|
Oct 04, 2021 |
Ep. 108: Esports Technologies CEO Aaron Speach, Palantir Technologies, Acceleron Pharma, Merck, NeoGenomics
|
Oct 01, 2021 |
Ep. 107: Huntington National Bank‘s David Klink on AMD, CarMax, Workhorse, AngioDynamics, Marijuana
|
Sep 30, 2021 |
Ep. 106: Crowdstrike CEO George Kurtz, Dollar Tree, EQT Corporation, Lightspeed Commerce, Evergrande
|
Sep 29, 2021 |
Ep. 105: ZoomInfo CEO Henry Schuck, Hyzon Motors, SandRidge Energy, Gogo
|
Sep 28, 2021 |
Ep. 104: Porch CEO Matt Ehrlichman, Syndax Pharmaceuticals, Incyte, Keros Therapeutics
|
Sep 27, 2021 |
Ep. 103: Li-Cycle Co-Founders: CEO Ajay Kochhar and Executive Chairman Tim Johnston, Evergrande, Costco Wholesale, Nike, Vail Resorts
|
Sep 24, 2021 |
Ep. 102: Tripadvisor with Clockwise Capital’s James Cakmak, Carnival, BlackBerry, Suncor Energy
|
Sep 23, 2021 |
Ep. 101: Overstock.com CEO Jonathan Johnson, Adobe, Stitch Fix, FedEx
|
Sep 22, 2021 |
Ep. 100: Pledge 1% CEO Amy Lesnick, Quantumscape, Lennar, RBC Bearings
|
Sep 21, 2021 |
Ep. 99: MeridianLink CEO Nicolaas Vlok, China Evergrande Group, Li Auto, Cleveland-Cliffs, Cleveland-Cliffs, Twitter, Royal Dutch Shell
|
Sep 20, 2021 |
Ep. 98: Bioventus CEO Ken Reali, Facebook, Apple, Mastercraft Boat Holdings, Thermo Fisher Scientific, U.S. Steel
|
Sep 17, 2021 |
Ep. 97: Origin Materials Co-CEOs John Bissell and Rich Riley, Laureate Education, Aerie Pharmaceuticals, GreenSky, Goldman Sachs.
|
Sep 16, 2021 |
Ep. 96: Legend Biotech CEO Ying Huang, PhD., EXACT Sciences, Valero Energy, Casper Sleep, Robinhood, Canadian Pacific Railway and Kansas City Southern
|
Sep 15, 2021 |
Ep. 95: Gainesville Coins‘ Everett Millman on First Majestic Silver, Opendoor Technologies, Oracle, Crocs, Apple
|
Sep 14, 2021 |
Ep. 94: OppFi CEO Jared Kaplan, MiMedx, Leslie’s, Cadiz
|
Sep 13, 2021 |
Ep. 93: Spark Networks CEO Eric Eichmann, Kroger, Affirm Holdings, Teradata Corporation, Apple, Epic Games, DoorDash, Uber Eats, Grubhub
|
Sep 10, 2021 |
Ep. 92: Voyager Digital CEO Steve Ehrlich, Torrid, Crown Holdings, Lululemon
|
Sep 09, 2021 |
Ep. 91: Covetrus CEO Ben Wolin, Coinbase, Bitcoin, ICU Medical, Coupa Software, Smartsheet
|
Sep 08, 2021 |
Ep. 90: Marathon Digital CEO Fred Thiel, Bitcoin, Intel, Digital Ocean, Match Group, Tandem Diabetes Care
|
Sep 07, 2021 |
Ep. 89: Westinghouse Air Brake Technologies with Bokeh Capital’s Kim Forrest, Docusign, Yext, Joann
|
Sep 03, 2021 |
Ep. 88: AppLovin CEO Adam Foroughi, Asana, Barnes & Noble Education, Phreesia, Walmart, Apple, Spotify
|
Sep 02, 2021 |
Ep. 87: CareMax CEO Carlos de Solo, AbbVie, PVH, Crowdstrike, Google, Amazon
|
Sep 01, 2021 |
Ep. 86: Bark CEO Manish Joneja, StoneCo, Jazz Pharmaceuticals, Zoom, Cryptocurrency, Nigeria, Bitt Inc., Apple, Google, South Korea
|
Aug 31, 2021 |
Ep. 85: Olo CEO Noah Glass, Hill-Rom, Baxter, Cassava Sciences, DoubleVerify, Hurricane Ida
|
Aug 30, 2021 |
Ep. 84: Matterport CEO RJ Pittman, Ollie's Bargain Outlet, Workday, Bill.com, Federal Reserve
|
Aug 27, 2021 |
Ep. 83: Unisys COO Eric Hutto, Taiwan Semiconductor, Lordstown Motors, Dollar Tree, Autodesk, Pure Storage
|
Aug 26, 2021 |
Ep.82: Enovix CEO Harrold Rust and chairman T.J. Rodgers, Urban Outfitters, Nordstrom, Sporting Goods, OnlyFans
|
Aug 25, 2021 |
Ep. 81: STEM CEO John Carrington, Citi Trends, Palo Alto Networks, Flexsteel, Airbnb, Shopify, TikTok
|
Aug 24, 2021 |
Ep. 80: DigitalOcean CEO Yancey Spruill, DoorDash, Madison Square Garden Sports Corp, Tesla, Canoo, Intel
|
Aug 23, 2021 |
Ep. 79: Horizon Technology Finance CEO Robert Pomeroy, Tesla, Applied Materials, Foot Locker, Apple, T-Mobile, Bill Ackman
|
Aug 20, 2021 |
Ep. 78: Illumina CEO Francis deSouza, Robinhood, Synopsys, Toyota, Amazon, Adobe, OnlyFans
|
Aug 19, 2021 |
Ep. 77: Eagle Point Credit Company Founder Tom Majewski, Lowe’s, The Children's Place, America's Car-Mart
|
Aug 18, 2021 |
Ep. 76: SITE Centers CEO David Lukes, Home Depot, Danimer Scientific, Lightning eMotors, Lithium, Afghanistan, Amazon, Walmart
|
Aug 17, 2021 |
Ep. 75: Builders FirstSource CEO David Flitman, Paysafe, Sonos, Niu Technologies
|
Aug 16, 2021 |
Ep. 74: Porch Group with Villere’s Lamar Villere, Tattooed Chef, Rocket Companies, Honest Company
|
Aug 13, 2021 |
Ep. 73: Patterson Companies CEO Mark Walchirk, ExOne, Rackspace Technology, Laird Superfood
|
Aug 12, 2021 |
Ep. 72: Lemonade CFO Tim Bixby, Perrigo, HyreCar, WW International
|
Aug 11, 2021 |
Ep. 71: Allegiant Air with Hennessy Focus Fund's Brian Macauley, Kansas City Southern, AMC Theatres, Metromile
|
Aug 10, 2021 |
Ep. 70: Vista Outdoor CEO Chris Metz, Tyson Foods, Aterian, Coinbase, Bitcoin, Ethereum, XRP
|
Aug 09, 2021 |
Ep. 69: Star Bulk Carriers president Hamish Norton, The Goodyear Tire & Rubber Company, Sunrun, DraftKings
|
Aug 06, 2021 |
Ep. 68: SentinelOne with SineWave's Yanev Suissa, Fastly, HubSpot, Lemonade
|
Aug 05, 2021 |
Ep. 67: AquaBounty Technologies CEO Sylvia Wulf, Devon Energy, Avis Budget Group, 908 Devices
|
Aug 04, 2021 |
Ep. 66: LendingClub CEO Scott Sanborn, Bitcoin, XRP, Clorox, Take-Two Interactive, Activision Blizzard, Marriott International, Bitcoin, Ripple and XRP
|
Aug 03, 2021 |
Ep. 65: Barrick Gold with Gainesville Coins' Everett Millman, Parker Hannifin, Square, RADA Electronic Industries
|
Aug 02, 2021 |
Ep. 64: Plug Power with Global X's Andrew Little, Chevron, CareDx, Caterpillar
|
Jul 30, 2021 |
Ep: 63: Iridium Communications CEO Matt Desch, PayPal, Tempur Sealy International, VSE Corporation
|
Jul 29, 2021 |
Ep. 62: AVEO Pharmaceuticals CEO Michael Bailey, Shopify, McDonald’s, Six Flags Entertainment
|
Jul 28, 2021 |
Ep. 61: eXp World Holdings CEO Glenn Sanford, Tesla, UPS, ATI Physical Therapy
|
Jul 27, 2021 |
Ep. 60: SPACs with dMY Technology's Niccolo De Masi, Rush Street Interactive, Hasbro, Lockheed Martin, MicroStrategy
|
Jul 26, 2021 |
Ep. 59: Surgery Partners with Hood River Capital Management’s David Swank, Snap, Clearfield, Boston Beer Company
|
Jul 23, 2021 |
Ep. 58: Omeros Corporation with Jacob Funds' Darren Chervitz, Del Taco, Crocs, MarineMax
|
Jul 22, 2021 |
Ep. 57: Cambium Networks CEO Atul Bhatnagar, United Airlines, Verizon, Sleep Number
|
Jul 21, 2021 |
Ep. 56: Fastly CEO Joshua Bixby, Iridium Communications, IBM, Synchrony
|
Jul 20, 2021 |
Ep. 55: Alibaba with J Capital's Anne Stevenson-Yang, Tractor Supply Company, AutoNation, Prologis
|
Jul 19, 2021 |
Ep. 54: Jacobs Engineering with Global-X’s Jay Jacobs, American Outdoor Brands, Intel, Alcoa
|
Jul 16, 2021 |
Ep. 53: Apple with Clockwise Capital's James Cakmak, UnitedHealth Group, The Joint Chiropractic, Taiwan Semiconductor Manufacturing
|
Jul 15, 2021 |
Ep. 52: Purple Innovation CEO Joe Megibow, American Airlines , Lennox International , Norwegian Cruise Line
|
Jul 14, 2021 |
Ep. 51: Loop Industries CEO Daniel Solomita, JPMorgan, PLx Pharma, Conagra Brands
|
Jul 13, 2021 |
Ep. 50: Fedex with RMW Commerce's Rick Watson, Virgin Galactic, Albemarle Corporation, Celldex Therapeutics
|
Jul 12, 2021 |
Ep. 49: Outset Medical CEO Leslie Trigg, Wells Fargo, Levi Strauss and Greenbrier
|
Jul 09, 2021 |
Ep. 48: Devon Energy CEO Rick Muncrief, Helen of Troy, GAN, WD-40
|
Jul 08, 2021 |
Ep. 47: Atlas Technical with Sterling Partners Equity Advisors' Kevin Silverman, Opiant Pharmaceuticals, SMART Global Holdings, Phillips 66
|
Jul 07, 2021 |
Ep. 46: Ansys with Bokeh Capital's Kim Forest, ChemoCentryx, IBM, Booking.com
|
Jul 06, 2021 |
Ep. 45: Booking.com with Knights of Columbus Asset Advisors' Tony Minopoli, Alector Inc, Santander Consumer, Ammo Inc
|
Jul 02, 2021 |
Ep. 44: Microvision with Wolfpack Research’s Dan David, Gaotu Techedu, Tian Ruixiang Holdings, TAL Education Group, Robinhood, Krispy Kreme.
|
Jul 01, 2021 |
Ep. 43: EPR Properties with CenterSquare Investment Management's Scott Crowe, Vertex Energy, Cerevel Therapeutics, AMC
|
Jun 30, 2021 |
Ep. 42: Yext CEO Howard Lerman, United Airlines, Facebook, Boeing
|
Jun 29, 2021 |
Ep. 41: Take-Two Interactive CEO Strauss Zelnick, Facebook, CEL-SCI, Appharvest, Tesla, Intellia Therapeutics
|
Jun 28, 2021 |
Ep. 40: Caleres with Zeo Capital Advisors' Marcus Moore, Nike, Virgin Galactic, Express, CalAmp
|
Jun 25, 2021 |
Ep. 39: FireEye COO John Watters, Rite Aid, Criteo, KB Homes
|
Jun 24, 2021 |
Ep. 38: Docusign CEO Dan Springer, Havertys Furniture, Patterson Companies, AudioCodes
|
Jun 23, 2021 |
Ep. 37: Teletech with Villere's Lamar Villere, DoorDash, McDonald’s, Planet Fitness, Blackstone
|
Jun 22, 2021 |
Ep. 36: Star Bulk Carriers president Hamish Norton, Seres Therapeutics, Lydall, Raven Industries
|
Jun 21, 2021 |
Ep 35: ServiceNow with Palio CEO Joe Greco, Adobe, Smith & Wesson, Athira Pharma
|
Jun 18, 2021 |
Ep. 34: OceanFirst Bank CEO Chris Maher, Taiwan Semiconductor, Kroger, Lennar
|
Jun 17, 2021 |
Ep. 33: Plug Power CEO Andy Marsh, Oracle, Blue Apron, H&R Block
|
Jun 16, 2021 |
Ep. 32: Align Technology with Estimize's Leigh Drogen, Spotify, Lionsgate, Blucora
|
Jun 15, 2021 |
Ep. 31: Zscaler CEO Jay Chaudhry, Fisker, Clean Energy Fuels, Motorcar Parts of America
|
Jun 14, 2021 |
Ep. 30: Wells Fargo with Advisors Capital Management's Chuck Lieberman, Urban One, Vertex Pharma, Crowdstrike and Tesla
|
Jun 11, 2021 |
Ep. 29: MasTec with James Investment's Barry James, Coinbase, FuelCell, Restoration Hardware, Ocugen
|
Jun 10, 2021 |
Ep. 28: CarMax with Hennessy Focus Fund's Brian Macauley, Gamestop, Royal Dutch Shell, Organon, United Natural Foods
|
Jun 09, 2021 |
Ep. 27: Flotek CEO John Gibson, Wendy’s, Stitch Fix, Fastly
|
Jun 08, 2021 |
Ep. 26: Sunnova Energy CEO John Berger, Biogen, Apple, G7, US Concrete, Macquarie Infrastructure
|
Jun 07, 2021 |
Ep. 25: VSE Corporation CEO John Cuomo, MongoDB, Oracle, Docusign, BARK, SPAC
|
Jun 04, 2021 |
Ep. 24: Uber with Clockwise Capital's James Cakmak, FireEye, Splunk, Ciena Corporation, Huawei
|
Jun 03, 2021 |
Ep. 23: Square with Exponential Investment Partners’ Kevin Riley, Schlumberger, Zoom, AMC, Bitcoin, iRhythm Technologies
|
Jun 02, 2021 |
Ep. 22: II-VI with Bokeh Capital's Kim Forrest, Devon Energy, AMC Entertainment, MicroStrategy Incorporated, Bitcoin
|
Jun 01, 2021 |
Ep. 21: Skyline Champion with Sterling Partners Equity Advisors' Kevin Silverman, Yext, HP, Ollie’s Bargain Outlet
|
May 28, 2021 |
Ep. 20: Freeport-McMoRan with Global X Fund’s Jay Jacobs, Okta, Workday, Owens & Minor, General Motors
|
May 27, 2021 |
Ep. 19: Crown Castle International with Palio's Joe Greco, Zscaler, Dicks Sporting Goods, Urban Outfitters
|
May 26, 2021 |
Ep. 18: eHealth with Villere's Lamar Villere, Vimeo, IAC, Amazon, Citi Trends, Lordstown Motors
|
May 25, 2021 |
Ep. 17: Discovery with Smead Capital's Cole Smead, MGM, Amazon, HBO, Warner Bros., AT&T, DraftKings, Virgin Galactic, NGM Biopharmaceuticals
|
May 24, 2021 |
Ep. 16: Shopify with RMW Commerce Consulting's Rick Watson, Square, Bitcoin, Supreme, VF Corporation, Deere & Company
|
May 21, 2021 |
Ep. 15: Sunnova Energy with Bulls Eye Brief’s Adam Johnson, Bitcoin, Cisco, Hormel, Ralph Lauren
|
May 20, 2021 |
Ep. 14: Lionsgate with Zeo Capital Advisors' Marcus Moore, Take-Two Interactive, Iovance Biotherapeutics, Container Store
|
May 19, 2021 |
Ep. 13: Cullen/Frost Bankers' AB Mendez, Walmart, SPACs, Canoo, Desktop Metal, Bitcoin Fraudsters and Elon Musk
|
May 18, 2021 |
Ep. 12: Broadcom with Advisors Capital Management's JoAnne Feeney, Purple Innovation, Community Health Systems, Apellis Pharmaceuticals
|
May 17, 2021 |
Ep. 11: Lincoln Financial with Advisors Capital Management's Chuck Lieberman, Plug Power, DoorDash, Airbnb
|
May 14, 2021 |
Ep. 10: Virgin Galactic with Coast Capital's James Rasteh, FireEye, Contango Oil & Gas, Haemonetics Corporation
|
May 13, 2021 |
Ep. 9: Intel with Bokeh Capital's Kim Forrest, Array Technologies, Lemonade, Upstart Holdings
|
May 12, 2021 |
Ep. 8: Gazprom with Kopernik Global Investors' David Iben, 3D Systems, Rackspace Technology and Hanesbrands
|
May 11, 2021 |
Ep. 7: Spotify with Clockwise Capital’s James Cakmak, Energy Transfer, Simon Property Group and Trade Desk
|
May 10, 2021 |
Ep. 6: Airbnb with Estimize's Leigh Drogen, Bill.com, Roku, Square and Bitcoin
|
May 07, 2021 |
Ep. 5: SPACs with dMY Technology's Niccolo de Masi, Moderna, Lee Enterprises, Etsy, Bitcoin, Ether, XRP
|
May 06, 2021 |
Ep. 4: Vroom with MP Securities' Mark Lehmann, General Motors, Lyft, Devon Energy
|
May 05, 2021 |
Ep. 3: Goodyear Tires with Firestorm Capital's Eric Swergold, Pfizer, Tyson Foods, Camping World
|
May 04, 2021 |
Ep. 2: Continental Resources with Smead Capital's Bill Smead, Berkshire Hathaway, VSE Corp, Mohawk Industries
|
May 03, 2021 |
The Drill Down - Introduction
|
Apr 22, 2021 |