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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
Cybersecurity
Small-Cap Stocks
Lithium
NASDAQ
Hydrofarm
Clinical Trials
Herbalife
Glp-1
Ethanol
Louisiana Energy Conference
LNG
Renewable Energy
Gevo
Renewable Fuels

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

PublishesDailyEpisodes256Founded3 years ago
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BusinessInvesting

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Latest Episodes

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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... more

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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 UP... more

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 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 thr... more

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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 conv... more

Key Facts

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Recent Guests

John Lai
CEO and President of PetVivo Holdings
PetVivo Holdings (PETV)
Episode: PetVivo Holdings (PETV): The Trifecta: Regenerative Science, AI-Enabled Vet Care, and Human Translation
Joseph Lucosky
Managing Director of Lucosky Brookman LLP
Lucosky Brookman LLP
Episode: Lucosky Brookman: The Old Playbook Is Dead — Inside the Microcap Listing Squeeze
Siyu Huang
Founder and CEO of Factorial Energy
Factorial Energy
Episode: Factorial Energy: The Bold Solid‑State Bet in a Battery Race America Can’t Afford to Lose
Stephen Rodgers
Head of Global Planning and Strategy at SBC Medical Group Holdings
SBC Medical Group Holdings
Episode: SBC Medical (SBC): Scaling Aesthetics, Longevity, and Global Growth
Brian Leaners
CEO of Homerun Resources
Homerun Resources
Episode: Homerun Resources (HMRFF): Tapping Into a Major Opportunity in Solar Glass
Rob Spillman
Chairman and CEO of Bassett Furniture Industries
Bassett Furniture Industries
Episode: Bassett Furniture (BSET) — 125 Years Strong: How a Made-in-America Brand Is Taking on a Tough Market
Oren Hershkovitz
CEO of Enlivex
Enlivex
Episode: Enlivex (ENLV): CEO Details Why the Company Is Pioneering a Dual Biotech and Digital Asset Strategy
Michael Heltzen
CEO of ExoZymes
ExoZymes
Episode: ExoZymes (EXOZ): Unlocking Hard-to-Scale Molecules with AI-Driven, Cell-Free Biomanufacturing
Brian Mehler
CEO of Stable
Stable
Episode: Stable: CEO Explains Why This Blockchain Wins on Payments

Host

Tim Gerdeman
Host of the WTR Small-Cap Spotlight episodes; Vice Chair, Co-Founder and Chief Marketing Officer at Water Tower Research (per various episode descriptions)

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
    Taiwan10 months 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.

The show is informative and accessible for small-cap investing fans.
Guests are well-prepared and ask insightful, probing questions.
Listeners value the practical, research-backed investment ideas.
Positive reception highlights actionable takeaways and clarity in complex topics.

Chart Rankings

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

Apple Podcasts
#34
Italy/Business/Investing
Apple Podcasts
#112
Italy/Business

Talking Points

Recent interactions between the hosts and their guests.

Homerun Resources (HMRFF): Tapping Into a Major Opportunity in Solar Glass
Q: So what do you think investors should focus on most when evaluating these headline economics?
Profit margins are the key long‑term metric; the forward cash flow matters most, with the 50% margin driving the potential value multiple, which could push the company toward a multi‑hundred‑million to billion‑dollar range under reasonable assumptions.
ExoZymes (EXOZ): Unlocking Hard-to-Scale Molecules with AI-Driven, Cell-Free Biomanufacturing
Q: Can you explain what makes your cell-free, AI-assisted exozymes approach fundamentally different from prior synthetic biology efforts, and how scalable is it?
ExoZymes uses a cell-free platform that decouples biochemistry from living cells, allowing parallel testing of thousands of enzyme mutations guided by AlphaFold-inspired algorithms, with rapid iteration from DNA mutations to enzyme performance to algorithm feedback, enabling much faster, scalable optimization than traditional cell-based methods.
WTR Circular Economy Symposium (Part 1 – SAF): Key Takeaways and Why Investors Should Pay Close Attention
Q: Peter, let's start out with the big picture. SAF has been getting a lot of attention, but for investors who are just getting up to speed, why does this sector deserve their attention right now?
SAF represents an intersection of mandate-driven demand and constrained supply. Aviation lacks a realistic long-term liquid-fuel alternative for decarbonization, and policy mandates are pushing demand while supply remains tight. This creates a compelling, long-duration growth story in clean energy, supported by regulatory momentum and the expectation that domestic production will scale with policy incentives.
Stable: CEO Explains Why This Blockchain Wins on Payments
Q: What are the enterprise features like guaranteed block space, and why are they important for institutional users?
Guaranteed block space ensures a predictable portion of each block is reserved for enterprise transactions, enabling high-volume PSPs and banks to process transactions with consistent speed and reliability, avoiding bottlenecks during market peaks.
Stable: CEO Explains Why This Blockchain Wins on Payments
Q: What is the StablePay app, and how does it change the experience of peer-to-peer transfers?
StablePay provides a mobile-first, non-custodial onboarding flow where users can send USDT to others with sub-second finality and no gas costs, delivering a seamless, user-friendly experience similar to consumer apps like Venmo or PayPal.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About WTR Small-Cap Spotlight

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

WTR Small-Cap Spotlight focuses on uncovering under-the-radar small-cap opportunities through in-depth conversations with company leadership, analysts, and industry experts. Episodes tend to center on growth narratives in technology, healthcare, energy, and materials, often tying together product roadmaps, capital allocation, and strategic partnerships with broader market context. Notable throughlines include AI-driven platforms, biotech asset strategies, and the changing dynamics of corporate transformations in consumer and industrial spaces, all explored with a research-backed lens designed to help investors identify catalysts and margin-leverage opportunities. A standout aspect is the consistent pairing of operational detail with investm... 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. Chit Chat Stocks
2. Yet Another Value Podcast
3. Odd Lots
4. Invest Like the Best with Patrick O'Shaughnessy
5. Prof G Markets

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

WTR Small-Cap Spotlight launched 3 years ago and published 256 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?

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What guests have appeared on WTR Small-Cap Spotlight?

Recent guests on WTR Small-Cap Spotlight include:

1. John Lai
2. Joseph Lucosky
3. Siyu Huang
4. Stephen Rodgers
5. Brian Leaners
6. Rob Spillman
7. Oren Hershkovitz
8. Michael Heltzen

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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