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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.
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Send us Fan Mail Tune in to the latest WTR Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Peter’s recent report and: 1) concerns from scientists about over-reliance on carbon capture and storage (CCS) as a climate solution; 2) the benefits of CCS with ethanol and sustainable aviation fuel (SAF); 3) what makes SAF scalable, sustainable, an...
Send us Fan Mail In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon speak with Dwight Egan, CEO of Co-Diagnostics Inc. (NASDAQ: CODX), about the company’s evolution from a pandemic-era PCR testing provider to a diversified molecular diagnostics leader. In our discussion, Egan highlights the Co-DX PCR Pro, a portable, cost-effective device that delivers gold-standard PCR testing outside the lab and explains how its patented Co-Primer multiplexing technolog...
Send us Fan Mail In our latest WTR Flashcast, host Tim Gerdeman and technology analyst James Kisner break down Water Tower Research's initiation of coverage on C3 AI (NYSE: AI). They explore how C3 serves as an "enterprise AI operating layer" that sits above cloud providers and foundation models, helping large organizations connect AI capabilities to their internal data and workflows. The discussion covers C3's recent financial reset and leadership transition, the growing importance of federa...
Send us Fan Mail Chemicals and Materials Technology analyst Dmitry Silversteyn discusses Avient’s history of evolution from an M&A driven business model to an above-GDP organic grower driven by technology, customer intimacy and new market penetration, led by a strong management team with the right expertise.
Send us Fan Mail In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon talk with Apyron CEO Jaggi Gill about the company's innovative neurostimulation technology for chronic pain, an all too prevalent affliction affecting millions of people. Gill explains why Apyron’s patient-focused approach stands out, and outlines the market opportunity and commercialization strategy.
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