WTR Small-Cap Spotlight

Send us Fan Mail In this episode of Small-Cap Spotlight, John Lai, CEO of PetVivo Holdings (PETV), joins host Tim Gerdeman and WTR analyst Robert Sassoon to discuss the company's regenerative medicine platform for companion animals. The conversation covers PetVivo's product suite led by Spryng, its cartilage-mimicking protein particle matrix; the off-the-shelf Precise PRP product; and a...

Send us Fan Mail Dakota Semler, CEO of Xos Trucks (NASDAQ: XOS), joins host Tim Gerdeman and WTR analyst Eric Goldstein to discuss how Xos survived the EV truck shakeout and emerged with three growing business units — medium-duty vehicles serving UPS, FedEx, and others, the Xos Hub mobile charging platform, and a Powertrain business that supplies third parties such as Blue Bird. Semler explains ho...

Send us Fan Mail  In this episode of the WTR Small Cap Spotlight Podcast, Joseph Lucosky, Managing Director of Lucosky Brookman LLP, joins host Tim Gerdeman to explain why the old microcap IPO playbook is dead, and what's replacing it. Joe walks through the wave of exchange rule changes since late 2024, the 86% collapse in Q1 2026 microcap IPO volume, NASDAQ's new 51013 discretionary rev...

Send us Fan Mail In this episode of Small-Cap Spotlight, Dr. Siyu Huang, Founder and CEO of Factorial Energy, joins host Tim Gerdeman and WTR analyst Eric Goldstein to discuss why solid-state batteries are finally crossing from lab to road. The conversation covers Factorial's two platforms — FEST® for drones and defense, Solstice for robotics and energy storage — joint development agreements...

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight, Stephen Rodgers, Head of Global Planning and Strategy at SBC Medical Group Holdings (NASDAQ: SBC), joins WTR’s Tim Gerdeman and Robert Sassoon. Rodgers discusses how SBC’s 26‑year build‑out into a 283‑location platform serving 2.1 million customers with a 72% repeat rate has created a scale, data, and trust advantage that competitors...

Send us Fan Mail In this episode of Small Cap Spotlight, Brian Leeners, CEO of Homerun Resources, joins Shawn Severson and Dmitry Silversteyn of WTR to discuss the investment case behind the company’s planned solar glass business in Brazil. The conversation highlights the strong project economics, growing market demand, and the strategic value of its adjacent silica resource. The discussion also c...

Send us Fan Mail In this Showcase Series , Rob Spillman, Chairman and CEO of Bassett Furniture Industries (NASDAQ: BSET), joins host Doug Lane, Managing Director and Consumer Analyst at WTR, to discuss how one of America’s oldest furniture brands is driving growth in a challenging housing environment. Spillman walks through Bassett’s “good, better, best” product strategy and the opening‑price‑poin...

Send us Fan Mail In this episode of WTR Small-Cap Spotlight , Oren Hershkovitz, CEO of Enlivex , joins host Tim Gerdeman, Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy, WTR’s Senior Equity Research Analyst. The conversation explores the evolved corporate strategy of Enlivex, a clinical-stage immunotherapy company that has pioneered a dual-pillar approach combinin...

Send us Fan Mail ExoZymes (NASDAQ: EXOZ) CEO Michael Heltzen joins Tim Gerdeman and Robert Sassoon in this episode of the WTR Small-Cap Spotlight podcast to discuss the company’s AI-driven, cell-free biomanufacturing platform and how it aims to overcome longstanding scalability challenges in synthetic biology. The conversation covers the scientific differentiation of its “exozyme” enzyme engineeri...

Send us Fan Mail In this episode of WTR Small-Cap Spotlight , Brian Mehler, CEO of Stable , joins host Tim Gerdeman , Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy , WTR’s Senior Equity Research Analyst. The conversation explores the strategic priorities of Stable, an institutional-grade Layer 1 blockchain purpose-built for stablecoin transactions and global paym...

Send us Fan Mail In this episode of WTR Small‑Cap Spotlight, Douglas Hineline, Tech Lead and Senior Platform Engineer at Arrive AI (NASDAQ: ARAI), joins WTR’s Tim Gerdeman and James Kisner to discuss how Arrive AI is building the infrastructure layer for autonomous last‑mile delivery. Hineline breaks down how Arrive Points—the company’s smart lockers and mini cross‑docks—act as secure exchange hub...

Send us Fan Mail Join WTR's Tim Gerdeman and Peter Gastreich as they unpack key takeaways from WTR's Circular Economy Symposium (Part 1 – SAF) — and lay out why investors should be paying close attention to this sector right now — including high-level feedback from conversations with Kline + Company and CEOs from leading SAF companies or their subsidiaries (AGIG, CLMT, LODE, SAFX). Topic...

Send us Fan Mail  In this episode of WTR Small Cap Spotlight, Al Petrie, Founder and Senior Partner at Al Petrie Advisors, joins Tim Gerdeman, Richard Tullis, and Jeff Robertson of Water Tower Research to preview what sets the Louisiana Energy Conference apart. They discuss the conference’s independent structure, all-panel format, broad industry reach, and why this year’s agenda—covering offshore...

Send us Fan Mail John Passalacqua, CEO of First Phosphate, joins host Tim Gerdeman and WTR’s Dmitry Silversteyn to break down the strategic significance of the €170M loan guarantee from a European government entity and its impact on advancing the company’s flagship Canadian project. 

Send us Fan Mail This WTR Symposium Series podcast is the first of a three-part symposium exploring investment opportunities emerging from industrial decarbonization and the circular resource economy. The first episode focuses on sustainable aviation fuel (SAF). Our keynote speaker from Kline + Company, and senior leadership from Abundia Global Impact Group (AGIG), Bioleum Corp (Comstock) (LODE),...

Send us Fan Mail Water Tower Research's healthcare equity analyst Robert Sassoon breaks down President Trump's executive order on therapeutic psychedelics, examining the five key mechanisms it puts in place — from accelerated FDA review vouchers and right-to-try expansion to federal funding and ibogaine pathway clearance. Sassoon explains what the order gets right, where it falls short (...

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight podcast, Tal Jacobson, CEO of Perion Network (NASDAQ: PERI), joins host Tim Gerdeman and WTR's James Kisner to discuss how the repositioned, AI-native Perion is tackling fragmentation in the trillion-dollar digital ad market. Jacobson walks through Perion One — a platform that sits above ad-buying platforms like Google, YouTube,...

Send us Fan Mail On this episode of the WTR Small-Cap Spotlight, Gary Atkinson , CEO of Algorhythm Holdings (NASDAQ: RIME) , joins host Tim Gerdeman and WTR’s James Kisner . The discussion centers on SemiCab , the company’s AI-driven collaborative optimization platform built to reduce empty truck miles and improve freight network efficiency by turning one-off shipments into continuous, multi-stop...

Send us Fan Mail In this special edition of the WTR Small‑Cap Spotlight Flashcast, Water Tower Research CEO and Co‑Founder Shawn Severson previews the WTR Insights Virtual Conference, April 14–15. The two‑day event features 24 small‑ and micro‑cap companies across ALL WTR research sectors. These companies represent more than $5.5B in combined market cap and will give investors direct access to C-S...

Send us Fan Mail On this episode of the WTR Small‑Cap Spotlight, James Kisner, Technology Analyst at Water Tower Research, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, to discuss the latest insights from WTR’s suite of AI research products. Kisner walks through key themes from the newest AI Flow Newsletter , describing what he calls a “whiplash”...

Send us Fan Mail Robert Sassoon, WTR Senior Healthcare Analyst, joins Tim Gerdeman to discuss obstructive sleep apnea (OSA) and the rapidly evolving treatment landscape for this widespread yet often undiagnosed and potentially fatal condition. The conversation explores the shift away from CPAP amid high non‑adherence rates toward emerging alternatives, including neurostimulation, pharmacotherapy,...

Send us Fan Mail In this episode, 1‑800‑Flowers.com CFO James Langrock and SVP of Investor Relations Andy Milevoj join Water Tower Research Managing Director Doug Lane and host Tim Gerdeman for a deep dive into the company’s multi‑year transformation under new CEO Adolfo Villagomez. The discussion explores the leadership overhaul, the shift from a brand‑led to a functional organizational structure...

Send us Fan Mail In this episode of the Small-Cap Spotlight , we welcome back Dr. Amit Kumar, Chairman and CEO of Anixa Biosciences (NASDAQ: ANIX) who explains why 2026 is shaping up to be a pivotal year for the company. Building on the momentum of 2025, Dr. Kumar walks us through key developments across Anixa’ clinical pipeline and strategic direction. He outlines the company’s plans as its breas...

Send us Fan Mail Dmitry Silversteyn, WTR’s Chemicals & Materials Analyst, and Tim Gerdeman discuss the key themes emerging from the 2026 PDAC conference and the growing attention the critical elements mining and processing industry is receiving from investors and governments seeking to reduce reliance on China‑controlled supply chains.

Send us Fan Mail On this week’s episode of the WTR Small-Cap Spotlight, Matt Edelman, CEO and Chairman of Super League Enterprise (NASDAQ: SLE), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and James Kisner, Technology Analyst at Water Tower Research. Super League helps brands reach gaming audiences through scalable ad products and interacti...