הפודקאסטים הטובים ביותר ב-Water Tower Research (2024)

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#204 - Is Cannabis Cheap vs Other Value Sectors? (ft. Jesse Redmond of Water Tower Research) 1:09:23

14d ago1:09:23

1:09:23

In this episode we are joined by Jesse Redmond of Water Tower Research who is fresh off of Chicago Benzinga. Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. We discuss many of the out of favour sectors in today's markets and compare and contrast them to cannabis Thanks again to Jesse for joining us C…

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The Sunshine State Starring Dan Neville and Brady Cobb 1:25:44

5d ago1:25:44

1:25:44

This week's show has two special guests: Dan Neville, CEO of AFC Gamma, and Brady Cobb, Founder and CEO of Sunburn. The episode begins by discussing the vibes in Florida as we head into the adult-use vote on November 5th. Brady shares his optimism and how they are preparing for the potential adult-use launch. Dan offers his perspective on the Sunsh…

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Sustainable Mobility in Megacities: Zapp Electric Vehicles’ Vision and Strategy 37:56

6d ago37:56

37:56

In this episode of the WTR Sustainable Investing Surveyor Podcast, WTR CEO &co-Founder Shawn Severson sits down with Swin Chatsuwan, Founder and CEO of Zapp Electric Vehicles, discussing Zapp’s growth strategy, focusing on innovative mobility solutions for Asian megacities. Swin shares insights into Zapp's product design, sustainability efforts, ma…

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Ainos Inc. Director of Corporate Development Jack Lu on Veldona Drug Development 22:14

7d ago22:14

22:14

Send us a text Jack Lu, Director of Corporate Development, of Ainos joins us on this week’s WTR Small-Cap Spotlight to discuss the therapeutic platform and Veldona clinical development. He reviews the effects of Veldona on the immune system and benefit seen in prior clinical trials. Jack focuses on the recently announced studies being conducted in …

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Three Benzinga Takeaways 1:16:18

12d ago1:16:18

1:16:18

Morgan and Jesse are back from a busy week at the Benzinga Cannabis Capital Conference in Chicago. This week's show focuses on what they learned at the event, and they both share their three biggest takeaways. Topics include institutional involvement, hemp, M&A, Ohio, and more. The guys also discuss the Gartner Hype Cycle and how we feel deep in th…

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The evolution of iPower business model, from online selling to becoming a key service provider for other consumer goods companies 25:32

14d ago25:32

25:32

Send us a text In this week’s Small-Cap Spotlight, Lawrence Tan, iPower CEO, discusses the evolution of iPower from the growth of its online business to the development of its SuperSuite offering, using data analysis to refine product development, sourcing, logistics, and merchandising. Lawrence believes iPower will increasingly focus on providing …

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LSB Industries (LXU) CEO Mark Behrman on How CCS and Low Carbon Ammonia Drive “Sustainability as a Growth Engine” Strategy 24:40

20d ago24:40

24:40

On this week's episode of WTR Sustainable Investing Surveyor Podcast, Mark Behrman, CEO of LSB Industries (LXU), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) how LSB is pursuing growth and hig…

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LSB Industries (LXU) CEO Mark Behrman on How CCS and Low Carbon Ammonia Drive “Sustainability as a Growth Engine” Strategy 24:38

20d ago24:38

24:38

Send us a text On this week's episode of WTR Small-Cap Spotlight, Mark Behrman, CEO of LSB Industries (LXU), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) how LSB is pursuing growth and higher …

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Returning to Growth with Hydrofarm CEO Bill Toler 31:15

21d ago31:15

31:15

Send us a text In this week’s Small-Cap Spotlight, Tim Gerdeman, Vice Chair & Co-Founder, and Chief Marketing Officer of WTR, joins WTR’s Head of Cannabis, Jesse Redmond, and Hydrofarm CEO Bill Toler to discuss how the company is returning to growth. The cannabis industry has an unprecedented series of catalysts ahead, and Toler helps us understand…

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Who’s Better for Cannabis: Harris or Trump? 59:09

26d ago59:09

59:09

With no guests this week, Morgan and Jesse had time to catch up on several topics. The episode starts with an update on a recent X poll about moving off Spaces and how the podcast may evolve. Jesse and Morgan are heading to the Benzinga Cannabis Capital Conference in Chicago next week and shared what's on their schedules and how to make the most of…

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Benzinga Cannabis Capital Conference Preview with Elliot Lane and Jesse Redmond 37:10

28d ago37:10

37:10

Send us a text Jesse Redmond, Head of Cannabis at Water Tower Research, speaks with Benzinga’s Senior Vice President of Event Partnerships, Elliot Lane, to preview the Benzinga Cannabis Capital Conference in Chicago. The conversation begins with an overview of the Benzinga platform and the two flagship cannabis conferences the company hosts every y…

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#203 - Rate Cuts & Politics will help Cannabis Stocks Recover (ft. Anthony Coniglio, CEO of NewLake REIT) 1:01:22

28d ago1:01:22

1:01:22

In this episode we are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) to discuss how the upcoming election, fed rate cuts and other catalysts will impact the cannabis investing landscape. We discuss how may be in the early stages of a recovery driven by macro factors and how 2025 may have several key catalysts lining up nicely f…

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Shift4 Payments Initiating Coverage of Emerging Leader in Next-Gen Payment Technology Episode 11:47

30d ago11:47

11:47

Send us a text Tune in to the latest Small-Cap Spotlight FlashCast! Join WTR CEO & Co-Founder, Shawn Severson and Technology Analyst, Curtis Shauger as they discuss WTR's initiation of coverage on Shift4 Payments (FOUR).על ידי Water Tower Research

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Efficient Craft Cannabis With Grown Rogue CEO Obie Strickler 1:23:23

1M ago1:23:23

1:23:23

This week's show begins with a discussion about Senator Wyden's Cannabinoid Safety and Regulation Act, which proposes more regulation for the hemp industry. Jesse and Morgan review the key points and how they may impact the intoxicating hemp market and legal cannabis business. Grown Rogue's CEO, Obie Strickler, joins the show to share how the compa…

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Vivos Therapeutics Chairman and CEO Kirk Huntsman Discusses Recent FDA Clearance in Pediatric OSA 33:17

1M ago33:17

33:17

Send us a text Kirk Huntsman, Chairman and CEO of Vivos Therapeutics joins us on this week’s WTR Small-Cap Spotlight following the company announcement of its first known FDA clearance for a medical device in pediatric obstructive sleep apnea. He discusses what the FDA approval means for the millions of US children with this serious health conditio…

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CEO Patrick Gruber on Synergies from the Red Trail Acquisition and How the Assets Complement Gevo’s Strategy 29:47

1M ago29:47

29:47

Send us a text Patrick Gruber, Chief Executive Officer and Director at Gevo, Inc, joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams. Gevo produces renewable fuels and develops related technologies that help custom…

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Westwater Executive Chairman Terence Cryan Discusses Reaching 100% Offtake on Graphite Processing Capacity 18:21

1M ago18:21

18:21

Terence Cryan, Executive Chairman of Westwater Resources (WWR), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams. WWR is the only publicly traded, US based graphite anode company with 100% domestic sourcing and p…

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1-800-FLOWERS.COM Initiation of Coverage Review: Building a Pre-Eminent E-Commerce Gifting Platform 9:17

1M ago9:17

9:17

Send us a text Tune in to the latest Small-Cap Spotlight FlashCast! Join WTR CEO & Co-Founder, Shawn Severson and Head of Consumer Products, Doug Lane as they discuss WTR's initiation of coverage on 1-800-FLOWERS.COM (FLWS).על ידי Water Tower Research

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Finding Florida Opportunities With Emily Paxhia 1:08:42

1M ago1:08:42

1:08:42

This week’s show starts with a conversation about the large number of CEO replacements this year. Thus far, AYR Wellness, Ascend, Curaleaf, and The Cannabist all have new leadership. Jesse and Morgan discuss what's driving the changes and what makes a qualified cannabis CEO. Emily Paxhia, co-founder of Poseidon, joins 20 minutes into the episode li…

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Gevo Initiation of Coverage Review: Delivering Carbon Abatement with Renewable Fuels and Technologies as Cost Effectively as Possible 21:01

1M ago21:01

21:01

Tune in to the latest Sustainable Investing Surveyor FlashCast! Join WTR CEO & Co-Founder Shawn Severson and Energy Transition and Sustainability Analyst Peter Gastreich as they discuss Gevo, Inc. Discover why Gevo is emerging as a cost leader in the fast growing sustainable aviation fuel (SAF) industry and how the company's new entry into low-carb…

1
Gevo Initiation of Coverage Review: Delivering Carbon Abatement with Renewable Fuels and Technologies as Cost Effectively as Possible 21:01

1M ago21:01

21:01

Send us a text Tune in to the latest Small-Cap Spotlight FlashCast! Join WTR CEO & Co-Founder Shawn Severson and Energy Transition and Sustainability Analyst Peter Gastreich as they discuss Gevo, Inc. Discover why Gevo is emerging as a cost leader in the fast growing sustainable aviation fuel (SAF) industry and how the company's new entry into low-…

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Unusual Machines (UMAC) CEO Dr. Allan Evans Highlights Regulatory Changes Driving US Drone Market 23:47

1M ago23:47

23:47

Send us a text In our latest episode of Small-Cap Spotlight, Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer discusses the Unusual Machines (UMAC) and its growth potential with WTR technology analyst Dr. John Roy and UMAC CEO Dr. Allan Evans. Unusual Machines, Inc. is a development stage technology company, which engages in the pr…

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#202 - Trade or Hold Cannabis Stocks into the Election? (ft. Charting Man Dan of The Chart Guys) 57:29

1M ago57:29

57:29

In this episode we are joined by Dan from The Chart Guys to discuss cannabis investing vs strategies heading into the November election. We compare game plans and discuss how Dan thinks about Florida Rec, Rescheduling and potential campaign discussions about cannabis. Big thanks to Dan for joining us for another great discussion. Follow Dan / The C…

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Farm Bill Flower Opportunities With Kyle Kazan and Graham Farrar 1:35:56

2M ago1:35:56

1:35:56

Morgan and Jesse just returned from Glass House Brands' first analyst and institutional investor day and were joined this week by Glass House CEO Kyle Kazan and President Graham Farrar. The group recapped the day and shared some of the highlights from the presentations and tours. Glass House is a single-state operator focused on the California mark…

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Unpacking Political Catalysts With Jeff Schultz 1:24:35

2M ago1:24:35

1:24:35

Jeff Schultz, Partner at Foley Hoag, joins the show this week to help us understand the complex political catalysts ahead for cannabis. We start with rescheduling, and Jeff offers his perspective on the ALJ hearing and when we may see a final ruling. A Garland Memo may follow the final ruling and Jeff explains the memo's importance. SAFER Banking m…

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#201 - Trump & Cannabis: Florida & Rescheduling (ft. Hirsh Jain of Ananda Strategy) 1:08:20

2M ago1:08:20

1:08:20

In this episode we discuss how Trump's recent comments towards Florida's "Yes on 3" campaign could be the start of something larger heading into November We discuss potential impact to Florida, Rescheduling, the General Election & more. We also react to the disappointing delay of rescheduling an discuss what it means for the sector. Follow Hirsh's …

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Harvesting Adult-Use Opportunities With AYR Wellness With CEO David Goubert 1:06:00

2M ago1:06:00

1:06:00

The rescheduling process got extended with the announcement of the ALJ hearing on December 2nd. The show starts by discussing whether this is categorically bearish or if going through a more thorough process may yield a net benefit. Jesse and Morgan debate whether this impacts the broader thesis and the types of companies you should own. David Goub…

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The Future of Industrial IoT: AI, Network Resilience, and Data Center Evolution with Opengear's Patrick Quirk 28:01

2M ago28:01

28:01

Send us a text In this week's episode of WTR Small-Cap Spotlight, Tim Gerdeman, WTR's Vice-Chair, Co-Founder, and Chief Marketing Officer, hosts Patrick Quirk, Senior VP and General Manager of Opengear. They dive into Opengear's pivotal role in industrial IoT and network resilience, focusing on data center operations and cybersecurity. As well as, …

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Catching Up With CannaVestments 1:15:28

2M ago1:15:28

1:15:28

This week, we were joined by Nicholas Gastevich, Vice President of V. Gastevich Investments, known as CannaVestments on X and Reddit. Gastevich is a seasoned cannabis investor known for his excellent earnings analysis and industry perspective. The conversation began by discussing 2Q earnings results. We saw more differentiation this quarter between…

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#200 - Q2 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments) 2:19:25

2M ago2:19:25

2:19:25

In this episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor. In this Financial Review we cover: - How each operator stands to benefit from Florida Rec - Cash flow, future growth & 280E benefits - Thoughts on MSOs valuations; financial metrics; balancing positives and negati…

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Operator Spotlight: TerrAscend With Jason Wild and Ziad Ghanem 1:01:48

3M ago1:01:48

1:01:48

Higher Exchanges this week kicks off with a listener question about whether Schedule III is enough to kick off a lasting bull market. After going around the horn, Jesse, Morgan, and Toby agree that a combination of growth, cash flow, and greater access will meaningfully move share prices. TerrAscend's Executive Chairman Jason Wild and CEO Ziad Ghan…

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On the Frontlines of Cybersecurity with Digital Executive Protection at BlackCloak 17:14

3M ago17:14

17:14

Send us a text In this week's episode of WTR Small-Cap Spotlight, we dive into the world of digital security with Dr. Chris Pierson, Founder and CEO of BlackCloak, hosted by WTR's Dr. John Roy, Managing Director of Technology Research and Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer. We explore how BlackCloak provides tailored …

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Trump Tips His Hand On Cannabis Policy 1:16:14

3M ago1:16:14

1:16:14

It was a busy week in cannabis, and the trichome trio is back to cover all the news. The show starts by analyzing Trump's comments about cannabis and what it may mean for Schedule III and broader reform. The group agrees that the early Republican statements appear to derisk the space and reduce possible opposition to Schedule III. We also explore t…

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WTR Takes a Deep-Dive Into Sustainable Aviation Fuel (SAF) and the 100x Demand Growth Opportunity for Competitive North American Supply 22:29

3M ago22:29

22:29

In this episode of the Sustainable Investing Surveyor Podcast, WTR CEO & Co-Founder Shawn Severson and WTR Sustainability and Energy Transition sector analyst Peter Gastreich discuss Peter's new Biofuels Focus report "Is Alcohol-to-Jet Fuel SAF Clearing for Take-Off in the US?" Global sustainable aviation fuel (SAF) production is tripling this year…

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Water Tower Research unveils rebranded podcast series, now called WTR Small-Cap Spotlight 13:20

3M ago13:20

13:20

Send us a text In the debut episode of the newly rebranded “WTR Small-Cap Spotlight”, Water Tower Research Co-Founders Shawn Severson and Tim Gerdeman dive into the evolving dynamics of the U.S. small-cap investment landscape. They discuss myriad dynamics of the U.S. small-cap investment landscape, and the strategic importance of uncovering value i…

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#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital) 1:13:38

3M ago1:13:38

1:13:38

In this episode we are joined by Aaron Edelheit of Mindset Capital. Aaron runs a cannabis dedicated fund which pivoted from investing in large MSOs to focusing on unique small cap names. Although cannabis has been in a brutal bear market some of Aaron's largest contrarian investments in Glass House and Grown Rogue have had phenomenal returns. In th…

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CEO Doug Drysdale on Cybin's Novel Approach to Treat Psychiatric Disorders with High Unmet Need 20:45

3M ago20:45

20:45

Send us a text Novel Psychedelics drug developer Cybin's CEO Doug Drydale joins WTR's Tim Gerdman and Robert Sassoon to talk about the company's fast-track development into a late-stage clinical development company, and what differentiates Cybin from other drug developers in the psychedelics space. Drysdale discusses Cybin's plans and priorities fo…

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S3 Comments Review and 2Q Earnings Preview 1:11:00

3M ago1:11:00

1:11:00

It's 103 days until the elections, and political theater continues to dominate the cannabis investing news cycle. This week, we learned that Kamala Harris is likely replacing Biden, and Toby helps us understand if this will be beneficial to cannabis and specifically to the Schedule III process. The rescheduling comment period also concluded this we…

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Westwater Resources CFO Steve Cates on new developments at first domestic integrated battery-grade graphite project in the US 22:18

3M ago22:18

22:18

Steve Cates, CFO of Westwater Resources (WWR), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) progress on phase 1 construction of WWR’s Kellyton graphite processing facility in Alabama; 2) new o…

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Ainos Inc. Director of Corporate Development Jack Lu on AI Nose Platform 18:04

3M ago18:04

18:04

Send us a text Jack Lu, Director of Corporate Development, of Ainos joins the Water Tower Hour Podcast to provide a business overview and discuss the proprietary AI Nose platform. He talks about the underlying technologies of AI Nose and the advantages of lead product Ainos Flora over traditional STI tests. We get a sense of how Ainos Flora could d…

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Soluna Holding CEO John Belizaire on the company’s recent wins, its growth into AI and opportunities for future growth across its different business lines 24:46

3M ago24:46

24:46

CEO John Belizaire joins us to talk about the multiple milestones recently reached, including financing for the 50 MW Project Dorothy 2, a PPA agreement for 166 MW Project Kati and the funding and launch of Soluna Cloud. The podcast delves into Soluna Cloud’s strategic partnership with Hewlett Packard Enterprise, its securing of NVIDIA H100 GPUs th…

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#198 - The Kamala Catalyst is Coming for Cannabis...(ft. Hirsh Jain of Ananda Strategy) 1:05:58

3M ago1:05:58

1:05:58

In this episode (recorded Friday, July 19th) we discuss how the possibility (now certainty) of Joe Biden dropping out of the race could be a HUGE catalyst for cannabis stocks We discuss the "Kamala Catalyst" and how this could play out over the coming weeks and months as we head into November 2024. We also discuss rate cuts, the small cap rally, wh…

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Gorilla Technology IOC Discussion with WTR's President Shawn Severson and Technology Analyst Dr. John Roy 9:53

3M ago9:53

9:53

Send us a text In our latest Water Tower Hour FlashCast, WTR CEO & Co-Founder Shawn Severson discusses the Gorilla Technology (GRRR) initiation of coverage report with WTR technology analyst Dr. John Roy. The discussion includes Gorilla's base business and significant growth in 2023, with a look at the Egyptian project that is key to Gorilla's MENA…

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Mid-2024 State Catalyst Review With Hirsh Jain 1:25:25

3M ago1:25:25

1:25:25

Hirsh Jane, Founder of Ananda Strategy, joins the show to discuss the series of state-level catalysts ahead in 2024 and 2025. Ohio is in the process of approving stores and Hirsh updates us on when we might see doors open in the Buckeye State and his expectation for how sales will evolve. Florida is the biggest potential adult-use flip in 2024, and…

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Aspira Women’s Health CEO Nicole Sandford on OvaWatch Progress and Recent Financing 35:50

3M ago35:50

35:50

Send us a text Aspira CEO and Director Nicole Sandford joins the Water Tower Hour Podcast to discuss recent updates on OvaSuite, including preliminary 2Q24 OvaWatch volume growth and the launch of mass monitoring. She walks us through what is driving OvaWatch growth and the messaging to physicians and patients around the value of proper malignancy …

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An Introduction to CLS Holdings with COO Joseph Ramalho and WTR’s Jesse Redmond 32:18

4M ago32:18

32:18

Send us a text CLS Holdings COO Joseph Ramalho and WTR’s Head of Cannabis Jesse Redmond join the show to discuss how CLS is winning in Nevada and expanding nationally. Joseph starts the show by sharing how cannabis has helped him personally overcome challenging medical issues and how this journey led him to join CLS. We examine how the company is s…

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111 Inc IoC Review - A Leader in the Digital Transformation of China’s Healthcare Supply Chain 16:42

4M ago16:42

16:42

Send us a text In this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the 111, Inc (NASDAQ: YI) initiation of coverage report with WTR senior healthcare and special situations analyst Robert Sassoon. The discussion includes 111's role in the digital transformation of China's healthcare supply chain, the company's str…

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Mid-2024 Federal Catalyst Review 58:08

4M ago58:08

58:08

The trichome trio is back to discuss progress on federal catalysts. The episode begins by discussing the 07/10 holiday, and Jesse updates us on trends he's seeing in the California concentrate market. The bulk of the conversation centers around Schedule III and how to assign probabilities to different outcomes. Morgan also gives us an update on the…

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Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets 20:42

4M ago20:42

20:42

CEO Bob Rasmus, who joined the company 11 months ago, talks about the recent transformation of the company through the merger of Advance Emissions Solutions (NASDAQ: ADES) and UK based Arq and its strategic shift to producing higher margin Granular Activated Carbon. He discusses how today Arq is a vertically integrated activated carbon producer wor…

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Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets 20:42

4M ago20:42

20:42

Send us a text CEO Bob Rasmus, who joined the company 11 months ago, talks about the recent transformation of the company through the merger of Advance Emissions Solutions (NASDAQ: ADES) and UK based Arq and its strategic shift to producing higher margin Granular Activated Carbon. He discusses how today Arq is a vertically integrated activated carb…

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