WTR Small-Cap Spotlight

Hosted by Water Tower Research

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Episodes

268

Latest episode

Jun 2026

Language

EN-US

About the show

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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60 recent

June 16, 202625 min

Maison Solutions Inc. (MSS): Grocery Gets Smart: Maison's AI-and-Blockchain Playbook

Send us Fan MailIn this episode of the WTR Small-Cap Spotlight podcast, Chris Zhang, Vice President of Corporate Development and Strategy of Maison Solutions Inc. (Nasdaq: MSS) joins host Tim Gerdeman, Vice Chair, Co-Founder and Chief Marketing Officer of Water Tower Research, and WTR Analyst James Kisner. Maison is a specialty grocery retailer serving Asian-American and other ethnic communities, operating HK Good Fortune stores in Southern California and Lee Lee International Supermarkets in Arizona. Zhang lays out the company's tech-driven transformation across four pillars: store inventory, sales and order operations, customer privacy, and customer loyalty, with AI-powered forecasting and replenishment furthest along and perishables the first problem it tackles. He details the newly announced collaboration framework with SupplyAi and MiniMax aimed at embedding AI in everyday food-retail workflows, the direct-sourcing strategy across Asia including the Guizhou Moutai distribution agreement, and the company's Worldcoin (WLD) treasury position and early proof-of-human exploration. The conversation closes with the operating KPIs and milestones that would signal the AI and solutions strategy is working over the next 12 months.

June 11, 202617 min

Pineapple Financial (PAPL): AI Tools and Tokenization: How a Canadian Fintech Is Modernizing the Mortgage Brokerage Market

Send us Fan MailIn this episode of WTR Small-Cap Spotlight, Shubha Dasgupta, CEO & Co-Founder of Pineapple Financial, 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 corporate strategy of Pineapple Financial (Nasdaq: PAPL), a Canadian fintech company that provides a cloud-based brokerage network equipping over 700 independent brokers with proprietary AI-driven tools. Since its inception a decade ago, the company has funded over $15 billion in mortgages and currently funds approximately $3 billion annually across Canada.

June 10, 202622 min

eGain Corporation (EGAN): Turns Messy Enterprise Data into Trusted AI Answers

Send us Fan MailIn this episode of the WTR Small-Cap Spotlight podcast, Gautam Garg, Vice President of Finance of eGain Corporation (NASDAQ: EGAN), joins host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, and WTR Analyst James Kisner.eGain is a leader in AI-powered knowledge management, helping Global 2000 enterprises unify siloed content into an AI Knowledge Hub that delivers accurate, compliant answers across customer service and adjacent functions.Garg explains why trusted knowledge has emerged as core AI infrastructure and why enterprise AI initiatives frequently underperform when built on stale or inconsistent data. He walks through recent product launches including the AI Knowledge Suite for Retail Banking, the IVA voice agent, Evaluator, Agentic Studio, and the developer-focused Composer platform, which supports integrations with Copilot, Claude, Gemini, and Cursor via MCP connectors.The conversation also covers a surge in RFP activity, a fast-growing partner ecosystem, expansion into HR and field service verticals, and eGain's profitable, debt-free financial profile heading into fiscal year 2027.

June 10, 202632 min

Mobilicom (MOB): CEO Details Why Mobilicom’s Secure Comm System is the Heart and Soul of Drones and Robots

Send us Fan MailIn this episode, Oren Elkayam, CEO of Mobilicom (NASDAQ: MOB), joins host Tim Gerdeman and WTR senior equity research analyst John Roy to discuss how Mobilicom has positioned itself as a one-stop provider of the critical cyber, software, and hardware solutions that connect and secure drones, robotics, and autonomous systems. The conversation covers the company's role in the U.S. Department of Defense drone dominance initiative, its inclusion in the Marine Corps program of record, the strategic importance of Blue UAS and NDAA certification, and a U.S. manufacturing expansion designed to meet Pentagon procurement requirements. Elkayam also walks through the company's supply chain inventory strategy built around anticipated component shortages, and growing demand from NATO countries, Israel, and the Asia Pacific region.

June 9, 202622 min

ZJK Industrial (ZJK): Precision Parts at the Heart of AI, EVs, and High-Tech Manufacturing

Send us Fan MailIn this episode of Small-Cap Spotlight, Ning Ding, Chairman and CEO of ZJK Industrial, joins WTR's Tim Gerdeman, Co-Founder and Chief Marketing Officer and equity analyst Eric Goldstein to unpack the company's record 2025 results, its expanding role in the AI infrastructure supply chain, and a multi-year plan to scale production globally — including a new Vietnam facility and a planned U.S. R&D and testing center.ZJK Industrial (NASDAQ: ZJK) is a Shenzhen-based precision metal parts manufacturer with one of the most technically demanding portfolios in global manufacturing — supplying AI infrastructure, liquid cooling for high-performance computing, electric vehicles, aerospace, medical devices, and advanced electronics.

June 4, 202637 min

LiveOne (LVO): The AT&T Deal, B2B Streaming Strategy, and Why Every Platform Needs an Audio Network

Send us Fan MailIn this episode of the WTR Small Cap Spotlight podcast, Robert Ellin, Chairman and CEO of LiveOne, Inc. (Nasdaq: LVO), joins Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and WTR Analyst Eric Goldstein.LiveOne is a B2B-driven music, entertainment, and technology platform. Slacker Radio is embedded in every Tesla on the road today, and its subsidiary PodcastOne (Nasdaq: PODC) is one of the top podcast publishers in the U.S. The company is guiding for $82–$90M in consolidated FY2027 revenue with positive adjusted EBITDA across all subsidiaries.The conversation covers the newly announced AT&T partnership, the subscriber conversion strategy, AI content licensing through PodcastOneAI, and the broader case for audio in the streaming landscape.

June 4, 202652 min

CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 2 – CCUS)

Send us Fan MailThis is the second episode in a three-part WTR Symposium Series on investment opportunities in industrial decarbonization and the circular resource economy. Shawn Severson and Peter Gastreich are joined by Gevo (GEVO), Alto Ingredients (ALTO), CapCO2, and LSB Industries (LXU) to explore how carbon has shifted from a compliance cost to a profit driver across aviation fuel, marine fuels, specialty alcohols, and fertilizers, and how regulatory tailwinds, accelerated by the Strait of Hormuz crisis, are reshaping the opportunity for investors in Carbon Capture, Utilization and Sequestration (CCUS).

June 3, 202618 min

The Louisiana Energy Conference 2026 — What Several Hundred Energy Executives and Investors Were Really Talking About in New Orleans

Send us Fan MailAl Petrie, Founder and Senior Partner of Al Petrie Advisors and organizer of the Louisiana Energy Conference, joins host Tim Gerdeman and WTR natural resources analysts Richard Tullis and Jeff Robertson for a post-event recap of the 2026 LEC. The conversation covers key themes across all three days, including Gulf of America E&P activity and the return of offshore enthusiasm, U.S. onshore producers watching the futures curve before committing capital, and a forward-looking third day focused on LNG export buildout, carbon capture, AI-driven data center power demand, and energy infrastructure. Petrie also walks through what record attendance of 550 registrants and 50-plus sponsors signals about where industry confidence stands heading into the second half of 2026, and shares early themes shaping the 2027 edition.

June 3, 202620 min

Myriad Uranium (MYRUF): Copper Mountain, Wyoming: Building a U.S. Uranium Growth Story at the Right Moment

Send us Fan MailThomas Lamb, CEO of Myriad Uranium (OTC: MYRUF), joins host Tim Gerdeman and WTR analyst Dimitri Silverstein to discuss the company's flagship Copper Mountain Uranium Project in Wyoming and the catalysts that could materially re-rate the asset over the next 12 months. Lamb walks through the December 2025 airborne geophysics program that identified significant new anomaly areas east of the known resource, the Phase 2 drilling program now underway and the key milestones investors should track, and the strategic rationale for consolidating 100% ownership through the Rush Rare Metals merger. The conversation also covers the monetization of the Red Basin project in New Mexico and what the entry of technology-sector investors into uranium signals about where institutional capital is heading as AI data centers and energy security drive renewed demand for domestic nuclear fuel supply.

June 2, 202611 min

WTR Consumer Monthly — When the Bar Is on the Floor: Finding Value in Small-Cap Consumer's Most Beaten-Down Names

Send us Fan MailDoug Lane, Managing Director and Consumer Analyst at Water Tower Research, joins host Tim Gerdeman to walk through the May edition of the WTR Consumer Monthly. The conversation covers what the WTR Consumer Index is signaling about sector health, where earnings have held up better than feared but multiple contractions and record-low consumer sentiment readings are weighing on valuations, and how currency trends are creating a split picture for global consumer companies. The centerpiece is Doug's Fundamental Focus on Helen of Troy (NASDAQ: HELE), a case study in how deeply discounted stocks with credible restructuring plans can re-rate sharply when operational results begin to confirm the recovery thesis. Doug also walks through several other names in his coverage, including Culp Industries, Bassett Furniture, Miller Knoll, and 800 Flowers, where cost restructuring is advancing, and the gap between sentiment and fundamentals may be closing.