WTR Small-Cap Spotlight
de Water Tower Research
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Despre acest podcast
WTR Small-Cap Spotlight is Water Tower Research's weekly podcast covering small-cap and micro-cap equities. Each episode features exclusive CEO interviews, analyst deep-dives, and actionable stock ideas across sectors including biotech, energy, technology, and industrials. Hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder, the show gives investors direct access to the management teams and analysts behind under-the-radar opportunities. New episodes weekly on Apple Podcasts, Spotify, and all major platforms.
Episoade
Cele mai noi 50 din 325 episoade
- Virtuix (VTIX): AI-Driven, Full-Body VR From Gamers to Soldiers. · 11 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Jan Goetgeluk, Founder, Chairman, and CEO of Virtuix Holdings (Nasdaq: VTIX), joins WTR Analyst James…
- Chicago as an Investment: Bill Quinlan on the Balance Sheet, the Pensions, and the Loop · 23 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Bill Quinlan, Chicago attorney, former General Counsel to the State of Illinois, and 2027 candidate for mayor…
- PodcastOne (PODC): The Strategic Review, Podcast M&A, and the AI Content Opportunity · 36 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Rob Ellin, Founder, Chairman, and CEO of LiveOne, Inc. (Nasdaq: LVO) and Executive Chairman of PodcastOne…
- Beyond GLP-1s: The Expanding Frontier of Peptide Therapeutics · 11 minSend us Fan Mail In this episode of the Small-Cap Spotlight podcast, WTR Healthcare Analyst Robert Sassoon joins host Tim Gerdeman to discuss his newly published industry report…
- XCF Global (SAFX): Chairman & CEO on the Merger Approval, the Reno Ramp, and the Growth Roadmap · 32 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Chris Cooper, Chairman and Chief Executive Officer of XCF Global, Inc. (Nasdaq: SAFX), joins WTR’s Peter…
- The 2026 Midterms: Why This Is a Coverage Election for Healthcare Investors · 18 minSend us Fan Mail In this episode of WTR Small-Cap Spotlight, Tommy Barletta, Co-Founder and Managing Partner of ALDIS Institutional Services, joins host Tim Gerdeman, Co-Founder…
- Xali Gold (XGC): Reviving Pico Machay and Unlocking a New Gold Development Opportunity · 26 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Joanne Freeze, President and CEO of Xali Gold Corp. (TSXV: XGC, OTC: XGDF), joins WTR Analyst Dmitry…
- FatPipe (FATN): One Call, That’s Al"l: How a Small SD-WAN Vendor Beats the "Big Boys" · 12 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Dr. Ragula Bhaskar, Co-Founder, Chairman and CEO of FatPipe, Inc. (Nasdaq: FATN), joins WTR Analyst James…
- eXoZymes (EXOZ): Can Cell-Free Biomanufacturing Deliver at Commercial Scale? · 10 minSend us Fan Mail In this episode, Robert Sassoon, Managing Director and healthcare analyst at Water Tower Research, joins host Tim Gerdeman to discuss his newly published…
- ClearSign Technologies (CLIR): The CTO and VP of Burners - Inside the Engineering Platform Built to Scale · 19 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Matt Martin, Chief Technology Officer, and Jeff Lewallen, Vice President of Burners at ClearSign…
- Quantum Cyber (QUCY): Helping AI-Powered Drones Phone Home Without GPS · 32 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Nadab Akhtar, President and CEO of Project LightShift, the quantum antenna technology partner of Quantum…
- WTR Insights Conference Takeaways: Critical Minerals and Advanced Materials: From Concept to Execution · 18 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Dmitry Silversteyn, Managing Director for Chemicals and Materials Technology, joins Tim Gerdeman to recap the…
- WTR Insights Conference Takeaways: Energy Transition and Sustainable Investing · 10 minSend us Fan Mail In this episode of the Small Cap Spotlight, Peter Gastreich, Managing Director of Energy Transition and Sustainable Investing at Water Tower Research, joins host…
- WTR Insights Conference Takeaways: Building Long-Term Value in a Turbulent Oil Market · 24 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Jeff Robertson, Managing Director of Natural Resources at Water Tower Research, joins Tim Gerdeman to recap the…
- WTR Insights Conference Featured Speaker: Joseph Lucosky of Lucosky Brookman on Getting Listed and Staying Listed in 2026 · 36 minSend us Fan Mail Recorded as a featured session at the WTR Virtual Insights Conference, Joseph Lucosky, Managing Partner of Lucosky Brookman, joins Shawn Severson, CEO and…
- Natural MedTech: Why the Psychedelic Opportunity Starts With Manufacturing · 45 minSend us Fan Mail In this episode, Natural MedTech CEO and Co-Founder Luke McFarlane joins WTR healthcare analyst Robert Sassoon and Shawn Severson to discuss the company's…
- WTR Virtual Insights Conference: Preview with Shawn Severson · 14 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Shawn Severson, Co-Founder and CEO of Water Tower Research, joins host Tim Gerdeman, Vice Chair, Co-Founder, and…
- WTR Analyst Perspectives | Renewable Fuels Decoded: Geopolitics, Mandates, and the Carbon Payday · 21 minSend us Fan Mail In this inaugural episode of WTR Analyst Perspectives, Peter Gastreich, Managing Director for Energy Transition and Sustainable Investing, joins Tim Gerdeman to…
- LanzaTech (LNZA): Waste Carbon to Ethanol, SAF and Marine Fuel Demand, and Embedded Value · 18 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Dr. Jennifer Holmgren, Chief Executive Officer of LanzaTech Global, Inc. (Nasdaq: LNZA), joins WTR's Peter…
- Our Bond, Inc. (OBAI): Preventative Personal Security for Everyone: Inside the AI Platform Closing the 911 Gap · 36 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Our Bond, Inc. Founder and CEO Doron Kempel joins WTR's James Kisner and Tim Gerdeman to introduce the company's…
- Joseph Lucosky (Lucosky Brookman LLP): Getting a Microcap Deal Done Is a Full Contact Sport · 34 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Joseph Lucosky, Managing Partner of Lucosky Brookman LLP, joins WTR's Tim Gerdeman to discuss his new seat on the…
- Cloudastructure (CSAI): From Shell Casings to Safe Properties — Inside a 99% Retention AI Surveillance Platform · 29 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Cloudastructure Chairman and CEO James McCormick and CFO Greg Smitherman join WTR's James Kisner and Tim Gerdeman…
- ZMH Advisors: Know Before They Knock — Inside the Activist Playbook Targeting Small and Mid-Cap Boards · 22 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Waheed Hassan, Founder and CEO of ZMH Advisors, joins Tim Gerdeman to break down shareholder activism and what…
- Ambiq Micro (AMBQ): Intelligence Everywhere: Ultra-Low-Power Semiconductors for the Edge AI Era · 18 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Ambiq Founder and CTO Scott Hanson joins WTR's James Kisner and Tim Gerdeman to discuss how the company's…
- WTR Energy Perspectives: Navigating Volatile Commodity Markets Heading Into 2027 · 25 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins Tim Gerdeman to assess the second half of 2026…
- First Phosphate (PHOS): From Bell Ringing to Building a North American LFP Supply Chain · 18 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Dmitry Silversteyn and Tim Gerdeman to discuss the company's…
- Circus SE (CA1): Live From Munich: Inside Circus SE's AI-Enabled Robotic Kitchen · 22 minSend us Fan Mail In this WTR Small-Cap Spotlight showcase, host James Kisner joins virtually with WTR's Mike McCormack on the ground in Munich with Elena Coles, Head of Investor…
- Comstock Inc. (LODE): Scaling Solar Recycling, Monetizing Silver Springs, and the Road to Profitability · 45 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Comstock Inc. CEO Corrado De Gasperis joins WTR's Peter Gastreich and Shawn Severson to follow up on questions…
- Drone Volt (ALDRV): Strong 1H26 Results and the Shift to Higher-Value Drone-as-a-Service Operations · 25 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Drone Volt Chairman Stefano Valentini joins WTR's Senior Equity Research Analyst Dr. John Roy and Tim Gerdeman to…
- Brazil Potash (GRO): Advancing a Domestic Potash Solution for the World's Largest Importer · 17 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Brazil Potash CEO Matt Simpson joins WTR's Dmitry Silversteyn and host Shawn Severson to discuss the company's…
- Cannara Biotech (LOVFF): Gaining Share in the Canadian Cannabis Market · 23 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Cannara Biotech COO and Interim CFO Nick Sosiak joins WTR's Linda Bolton Weiser and Tim Gerdeman to discuss the…
- DeFi Development Corp. (DFDV): Why Solana and How the Company Is Positioned for the Future · 25 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, DeFi Development Corp. Chief Strategy Officer Dan Kang joins host Tim Gerdeman and WTR Senior Equity Research…
- First Phosphate (FRSPF): Building a G7-Backed North American LFP Battery Supply Chain · 12 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's…
- Wrap Technologies (WRAP): How an ATF Ruling Could Change Everything for a Non-Lethal Restraint Leader · 40 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Wrap Technologies Founder, Chairman, and CEO Scot Cohen joins host Tim Gerdeman and analyst Eric Goldstein to…
- Energy Roundup: US Natural Gas Fields Benefitting From Data Centers Strategic Positioning · 15 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, WTR Natural Resources analyst Richard Tullis joins host Tim Gerdeman for an in-depth look at the U.S. data center…
- Avalon Advanced Materials (AVLNF): Building North America's Rare Earth and Lithium Processing Platform · 34 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, Avalon Advanced Materials CEO Scott Monteith, CFO Lorin Crenshaw, and VP of Corporate Development Chris Sinek…
- WTR Energy Universe: 2Q26 Earnings Season in Focus · 17 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins host Tim Gerdeman to preview second quarter 2026…
- NeoVolta (NEOV): Powering Up U.S. Battery Manufacturing · 35 minSend us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast, Ardes Johnson, CEO of NeoVolta, joins host Tim Gerdeman, Co-Founder and Chief Marketing Officer, and…
- Nauticus Robotics (KITT): New CRO on Autonomy, Manipulator Tech, and the Commercial Path Forward · 19 minSend us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Brian Allen, Chief Revenue Officer of Nauticus Robotics, Inc. (Nasdaq: KITT), joins WTR's Tim Gerdeman…
- WTR Furnishings Symposium: Snapback or the Start of a Real Recovery? · 52 minSend us Fan Mail In today’s WTR Furnishings Symposium, we tackle the question: do recent improvements across the furnishings sector represent isolated company successes or the…
- LifeVantage (LFVN): Navigating CEO Transition and Positioning for the Next Phase of Growth · 19 minSend us Fan Mail In this episode of WTR Small Cap Spotlight, LifeVantage CFO Carl Aure and Chief Sales Officer Kristen Cunningham join WTR's Sean Severson and consumer analyst…
- First Phosphate (FRSPF): Building a G7-Backed North American LFP Battery Supply Chain · 10 minSend us Fan Mail In this episode of WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's recent…
- Homerun Resources (HMRFF): Turning High-Purity Silica into a Strategic Materials Platform · 23 minSend us Fan Mail In this episode of WTR Small Cap Spotlight, Homerun Resources CEO Brian Leeners joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's…
- Kaltura (KLTR) Talking Heads: Kaltura Puts a Face on Enterprise AI · 28 minSend us Fan Mail Ron Yekutiel, Co-Founder, Chairman, President, and CEO of Kaltura, Inc. (NASDAQ: KLTR), joins the latest WTR Small-Cap Spotlight for an in-depth look at the…
- Pulsenmore (PLSM): Safe and Sound: Pulsenmore Brings Prenatal Ultrasound Home · 24 minSend us Fan Mail Dr. Elazar Sonnenschein, Founder and CEO of Pulsenmore Ltd. (Nasdaq and Tel Aviv: PLSM), joins host Tim Gerdeman and WTR equity research analyst James Kisner on…
- WTR Circular Carbon Primer: 50 Overlooked Companies at an Inflection Point · 10 minSend us Fan Mail Join WTR's Tim Gerdeman and Peter Gastreich to unpack why the circular carbon and environmental solutions sector just hit an inflection point. After two rough…
- AIB Data Centers ( AIB): Power Play — AIB's Move from Bitcoin Hosting to AI Infrastructure · 25 minSend us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast, Jolienne Halisky, CFO of AIB Data Centers Inc. (NYSE American: AIB), joins host Tim Gerdeman and WTR…
- Odysight.ai (ODYS): Eyes Inside the Machine: AI-Powered Visual Sensing and Predictive Maintenance for Aerospace and Defense · 28 minSend us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast, Yehu Ofer, CEO, and Einav Brenner, CFO of Odysight.ai Inc. (Nasdaq and Tel Aviv: ODYS), join host Tim…
- Energy Roundup: Key Drivers of Gulf of America Oil Production Resurgence · 17 minSend us Fan Mail In this episode of WTR Small Cap Spotlight, host Tim Gerdeman is joined by WTR Natural Resources analyst Richard Tullis and Al Petrie, Founder and Senior Partner…
- Critical Metals Corp. (CRML): Building a Western Rare Earth Supply Chain as Tanbreez Advances Toward Development · 17 minSend us Fan Mail In this episode of WTR Small Cap Spotlight, Critical Metals Corp.'s Director of Corporate Development and Investor Relations, Tom McNamara, joins WTR's Tim…
