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WTR Small-Cap Spotlight

Water Tower Research
Sustainable Aviation Fuel
Artificial Intelligence
Electric Vehicles
FDA
Cannabis Industry
Carbon Capture and Storage
Louisiana Energy Conference
Lithium
LNG
Nasdaq
Hydrofarm
Clinical Trials
Herbalife
Glp-1
Renewable Energy
Obstructive Sleep Apnea
Renewable Fuels
Ocean Power Technologies
Small-Cap Stocks
China

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 analys... more

PublishesDailyEpisodes294Founded3 years ago
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Latest Episodes

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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 Analyst Dr. John Roy to discuss the company's corporate strategy as a Sola... more

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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 discuss a month of significant news flow for the company. Cohen walks thro... more

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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 buildout and the critical role natural gas is playing and is expected ... more

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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 join WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's st... more

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Recent Guests

Eric Robinson
Senior Vice President of Operations at Arq, Inc
Arq, Inc
Episode: Arq, Inc. (ARQ): The Science, Setbacks, and Path Forward at Red River
Joe Wong
Chief Technology Officer at Arq, Inc
Arq, Inc
Episode: Arq, Inc. (ARQ): The Science, Setbacks, and Path Forward at Red River
Dr. Wang
Chief Financial Officer at Lotus Technology
Lotus Technology
Episode: Lotus Technology (LOT): Heritage, Hybrids, and the Path to Profitability
Nish Dechada
CEO and co-founder, Ace Green Recycling
Ace Green Recycling
Episode: CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 3 – Waste-to-Value)
Ofer Vykes
CEO, Aduro Clean Technologies
Aduro Clean Technologies
Episode: CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 3 – Waste-to-Value)
Corrado Negasperis
CEO, Comstock Inc.
Comstock Inc.
Episode: CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 3 – Waste-to-Value)
Aidan Mills
CEO, Northstar Technologies
Northstar Technologies
Episode: CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 3 – Waste-to-Value)
Chris Zhang
Vice President of Corporate Development and Strategy at Maison Solutions
Maison Solutions
Episode: Maison Solutions Inc. (MSS): Grocery Gets Smart: Maison's AI-and-Blockchain Playbook
Shubha Dasgupta
CEO and Co-Founder of Pineapple Financial
Pineapple Financial
Episode: Pineapple Financial (PAPL): AI Tools and Tokenization: How a Canadian Fintech Is Modernizing the Mortgage Brokerage Market

Host

Tim Gerdeman
Host of WTR Small-Cap Spotlight, Water Tower Research

Reviews

4.7 out of 5 stars from 21 ratings
  • Great source for small cap research

    Great source to find interesting small cap ideas

    Apple Podcasts
    5
    Mlnman
    Taiwana year ago
  • Highly recommended!

    Very informative and well spoken! Will definitely continue listening!

    Apple Podcasts
    5
    Reese KF
    United States3 years ago
  • Great financial podcast!

    I knew of Water Tower Research but didn’t know they had a podcast. Verano is my favorite episode so far!

    Apple Podcasts
    5
    Pegster805
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests are often senior executives and researchers with practical market insight
Diverse guest roster spanning biotech, energy, tech, and industrials
Provides crisp investment theses with clear catalysts
High-quality, analytically rigorous discussions that help identify investable ideas

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#183
Italy/Business/Investing
Apple Podcasts
#66
Sweden/Business/Investing
Apple Podcasts
#185
Sweden/Business

Talking Points

Recent interactions between the hosts and their guests.

Unmasking the Treatment Landscape for Obstructive Sleep Apnea (OSA)
Q: Robert, the severity of OSA seems to be underappreciated in the masses. Why do you think this continues to be the case?
The underappreciation stems from several factors: poor sleep is normalized in modern society, the diagnostic pathway relied on overnight sleep labs creates access barriers, and CPAP carries stigma and adherence challenges that discourage people from seeking diagnosis in the first place. All of this leads to a large gap between true disease burden and treatment penetration, creating a structural opportunity for solutions that improve diagnosis-to-treatment conversion.
Lotus Technology (LOT): Heritage, Hybrids, and the Path to Profitability
Q: What milestones should investors watch for in the next 12-18 months?
Key milestones include the full-year 2026 gross margin in the 10-20% range, the EU rollout of the Eletre ramp, stabilization of overseas deliveries, and continued advancement toward profitability with the Lotus UK consolidation and a path to breakeven in operating cash flow by 2028.
Lotus Technology (LOT): Heritage, Hybrids, and the Path to Profitability
Q: What are the key earnings and profitability signals you are focusing on for 2026 and beyond?
The company is targeting a rapid margin expansion through product mix optimization (higher-margin hybrids), strict pricing discipline, localized procurement, manufacturing scale, and platform cost reductions, with a goal to double gross margins by 2026 and reach 20%+ margins by 2028.
Lotus Technology (LOT): Heritage, Hybrids, and the Path to Profitability
Q: What is Lotus Technology's core identity and how do heritage and technology fit together today?
Lotus is a global intelligent and luxury performance mobility provider that leverages its 78-year heritage in lightweight engineering and Formula One to inform high-margin electrified vehicles, including 900-volt and X-Hybrid architectures, while expanding beyond niche sports cars into premium EV SUVs and sedans.
ClearSign Technologies (CLIR): Initiation of Coverage Review: A Non-Discretionary NOx Compliance Story with an 80% Cost Edge
Q: Peter, let's kick things off with the basics. What does ClearSign do and why should investors be paying attention?
ClearSign makes advanced industrial burners that deliver far less NOx than competitors, with a non-discretionary regulatory driver in NOx rules that push ongoing compliance for refineries and petrochemical plants, making their technology highly relevant for large, long-term capex cycles.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Age Range
Household Income
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Frequently Asked Questions About WTR Small-Cap Spotlight

What is WTR Small-Cap Spotlight about and what kind of topics does it cover?

This show delivers weekly conversations with CEOs, executives, and analysts focused on small-cap and micro-cap equities. Episodes blend deep-dive company discussions with investor-focused framing, highlighting catalysts, capital strategies, regulatory dynamics, and market context across biotech, energy, technology, and industrials. A distinctive strength is the breadth of guests—from corporate leaders to equity researchers—offering practical insights on business models, financing, and growth trajectories that help listeners identify under-the-radar opportunities. Notable is the consistent emphasis on credible, data-driven storytelling and concise takeaways designed for investors evaluating smaller companies with high upside.

Listeners are ... more

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Which podcasts are similar to WTR Small-Cap Spotlight?

These podcasts share a similar audience with WTR Small-Cap Spotlight:

1. Odd Lots
2. Yet Another Value Podcast
3. All-In with Chamath, Jason, Sacks & Friedberg
4. Monetary Matters with Jack Farley
5. Motley Fool Hidden Gems Investing

How many episodes of WTR Small-Cap Spotlight are there?

WTR Small-Cap Spotlight launched 3 years ago and published 294 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact WTR Small-Cap Spotlight?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on WTR Small-Cap Spotlight?

Recent guests on WTR Small-Cap Spotlight include:

1. Eric Robinson
2. Joe Wong
3. Dr. Wang
4. Nish Dechada
5. Ofer Vykes
6. Corrado Negasperis
7. Aidan Mills
8. Chris Zhang

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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