Ep. 2: Continental Resources with Smead Capital's Bill Smead, Berkshire Hathaway, VSE Corp, Mohawk Industries
The Drill Down - A podcast by Cory Johnson

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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 financial condition. We hear from Berkshire Hathaway’s Warren Buffett and his outlook on U.S. infrastructure. Also, gauging potential inflation signals from flooring maker Mohawk Industries (MHK) which did big business during the pandemic. And what a billion dollar deal for airplane and truck servicer VSE Corp (VSEC) tells us about the overall economic recovery. Learn more about your ad choices. Visit megaphone.fm/adchoices