I analyzed 139 publicly traded water companies and discovered a simple formula that predicts their valuations using just three parameters: position on the "boring-to-hype spectrum," percentage of digital revenue, and percentage of recurring revenue. This formula reveals systematic market mispricing that creates 8-25% annual return opportunities by exploiting Wall Street's ignorance of water industry fundamentals. Wanna find out? Listen to this!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot

#️⃣ All the Links Mentioned in this Video #️⃣

The Investor Database: https://investors.dww.show/

My exploration of (failing) Small Cap Water Stocks: https://www.youtube.com/watch?v=Flen_vwx0kQ

My conversations with Nicola Lei Ravello: https://smartlink.ausha.co/dont-waste-water/s2e13-can-we-turn-finance-astoundingly-into-the-water-sector-s-new-best-ally
https://smartlink.ausha.co/dont-waste-water/s5e18-how-to-admit-value-and-actually-overcome-the-economic-risk-of-water

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 Making Money from Water Stocks?

04:39 The Key Data 07:45 Sponsor: SimpleLab

08:28 Finding 1

10:36 Finding 2

12:02 Finding 3

13:30 Finding 4

15:13 Finding 5

17:02 Finding 6

18:50 Finding 7

19:57 Bonus Finding

22:11 Sponsor: Blue Foot Membranes

23:07 Strategy 1

24:59 Strategy 2

27:07 Strategy 3

29:14 Bonus Strategy

31:57 Conclusion

In this week's episode:
After analyzing 139 publicly traded water companies and uncovering systematic market mispricing, this water engineer reveals seven data-driven insights showing how water stocks trade at a 12% discount to the S&P 500 despite their defensive characteristics, with Asian companies undervalued by 50% and digital transformation creating 65% valuation premiums. The research exposes three investment strategies ranging from conservative "boring money" portfolios to aggressive geographic arbitrage plays that could potentially deliver 8-25% annual returns by exploiting Wall Street's lack of water industry expertise.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Wanna learn how to comply with PFAS Removal targets with the lowest risk and without breaking the bank? Listen to this!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot

#️⃣ All the Links Mentioned in this Video #️⃣

Mirka's email: [email protected]

AqueoUS Vets' website: https://aqueousvets.com/home

PFAS Sensing with FREDsense: https://smartlink.ausha.co/dont-waste-water/s12e18

Bain Capital acquires AqueoUS Vets: https://www.baincapital.com/news/water-treatment-innovator-aqueous-vets-secures-growth-investment-bain-capital-double-impact

My conversation with Transcend (ages ago! 😅): https://smartlink.ausha.co/dont-waste-water/17-save-time-boost-value-and-wow-customers-in-a-snap-with-these-5-simple-ai-steps

AqueoUS Vets acquires Dixie Tanks: https://www.pehub.com/bain-capital-backed-aqueous-vets-buys-manufacturer-dixie-tank-company/

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 Introduction

01:45 Private Equity and Water Investments

04:54 AqueoUS Vets: Vision and Strategy

06:08 Innovations in PFAS Removal

08:40 Concept to Commission Approach

11:22 Nationwide Expansion and Vertical Integration

15:04 Media Agnostic Solutions

21:18 Future Technologies and Market Trends

26:11 The Importance of Focus in Business Strategy

28:03 Competing with Industry Giants

31:19 Navigating US Tariffs and Local Manufacturing

33:29 The Future of PFAS Regulation and Market Growth

36:44 Bain's Role and Impact Investment

42:39 Scaling and Operational Efficiency

47:51 Rapid Fire Questions

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Is this the end of Mineral Water? Or just the end of Nestlé Waters? Listen to this!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot

#️⃣ All the Links Mentioned in this Video #️⃣

Lithiated Water - Health Hack or Snake Oil? https://www.youtube.com/watch?v=SNm9fDAAUzk

PFAS in your Tap Water? Don't Panic! https://www.youtube.com/watch?v=VPLgE2ZuSqk

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 5 Million Perrier Bottles Destroyed

00:53 The End of Perrier?

09:28 Why Europeans Venerate Mineral Water

11:01 How Perrier Kickstarted a $300B Industry

12:53 The Ever Increasing Groundwater Contamination

17:14 Epilogue (will Nestlé Sell?)

About this Podcast:

Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Why is a mildly successful Water Tech company valued at almost twice the S&P500 M&A average? And how is that link to Private Equity's appetite for water companies? Let's find out!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot

#️⃣ All the Links Mentioned in this Video #️⃣

Pennybacker acquires Cambrian: https://www.youtube.com/watch?v=FTWw9A3S7hU

Sciens Water's Take at the US Water Crisis: https://www.youtube.com/playlist?list=PLrmORG1scuqIo9oW3O5rLcSe--SulfqHz

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 LG Chem's Water Solutions Sales

00:28 The Story

05:55 The 3 Reasons to Sell

09:17 Private Equity's Appetite for Water

13:57 What Now?

15:49 My 4 Bolt-On Acquisitions Ideas

19:06 Why This Matters (a lot!)

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Why is the Global Water Summit the Davos of Water? Watch this video and you'll find out!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot

#️⃣ All the Links Mentioned in this Video #️⃣

GWI Waterdata: https://www.gwiwaterdata.com/

UltraFacility: https://www.ultrafacility.io/

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 The Most Influential Water Conference

02:11 1 - Water Meets Money

27:51 2 - 5 Water Analyst Picks

38:29 3 - My Take-Home from GWS 25

46:17 4 - 7 Picks from Select Experts

53:04 What's next?

#WaterMeetsMoney #WaterTech

About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

PFAS testing in Water takes 1-3 months according to the AWWA. How can FREDsense make it happen in 5 Days instead without cutting corners? Listen to this!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot

#️⃣ All the Links Mentioned in this Video #️⃣

FREDsense's website: https://fredsense.com/

Reach out to Emily on LinkedIn: https://www.linkedin.com/in/emilyhicks12/

Check out Julie Bliss Mullen's interview on the podcast: https://smartlink.ausha.co/dont-waste-water/s11e2-how-aclarity-bootstrapped-its-journey-from-b2c-to-pfas-destruction

Flashback to Meena Sankaran's appearance on the mic': https://smartlink.ausha.co/dont-waste-water/s3e7-is-software-to-measure-water-quality-actually-a-matter-of-hardware

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 In this week's episode

01:27 The EPA vs AWWA PFAS lawsuit

04:20 The Economic Impact of PFAS Regulations

06:37 FREDsense and Emily Hicks' journey

10:51 Technical Insights

15:13 Real-World Applications and Case Studies

32:58 PFAS Market Demand and Education

36:51 Global Market Focus and Expansion

39:18 Hardware Development and Bootstrapping

45:48 Business Models and Revenue Streams

47:27 Future Vision and Technological Roadmap

54:51 Rapid Fire Questions

📝 IN THIS WEEK'S EPISODE

🚀 How FREDsense delivers PFAS testing in 5 days vs. industry standard 5 weeks through biosensor technology

💰 The bootstrapped journey from $25K water bottle crowdfunding campaign to pioneering field PFAS detection kits

🔬 Why the company pivoted from arsenic and COVID detection to focusing purely on PFAS chemistry and unmet market needs

🛠️ What makes on-site PFAS testing possible: polymer-based biosensors that bind and measure down to part-per-trillion levels

🤝 Strategic partnerships with treatment leaders like Clarity, Axl, and Avivo for service lab rapid turnaround offerings

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Just received a PFAS Notice at home? Don't panic - let's go through it together!

#️⃣ All the Links Mentioned in this Video #️⃣

Johns Hopkins study on PFAS in Bottled Water: https://pubmed.ncbi.nlm.nih.gov/34118648/

Study on PFAS in Beer: https://pubmed.ncbi.nlm.nih.gov/40272161/

The Toronto Paper on LCMS to detect PFAS at ppt levels: https://pubs.acs.org/doi/10.1021/ac0100648

Decline in vaccine efficiency linked with blood PFAS levels: https://pubmed.ncbi.nlm.nih.gov/22274686/

Increased cholesterol linked with PFAS in blood: https://pmc.ncbi.nlm.nih.gov/articles/PMC3116641/

Pregnancy disorders linked with PFAS: https://pubmed.ncbi.nlm.nih.gov/35696844/

The AWWA vs EPA lawsuit: https://www.awwa.org/resource/pfas/

Tapscore's PFAS screening test: https://mytapscore.com/products/epa-8327-pfas-screen-water-test

10 PFAS questions answered: https://www.youtube.com/watch?v=5dlH0RSCtH0

🎙️ PODCAST 🎙️

Website: https://dww.show/podcast/

Smartlink: https://smartlink.ausha.co/dont-waste-water

👋 SOCIAL MEDIA 👋

LinkedIn: https://www.linkedin.com/in/antoinewalter1/

⏰ TIME CODES ⏰

00:00 The PFAS letter

01:23 Detecting PFAS

04:12 There's PFAS. Then what?

06:01 PFAS contamination odds

07:30 PFAS Health Impacts

08:47 3 Wrong Reactions

09:25 PFAS in Bottled Water

13:54 PFAS in Beer

14:42 Solution 1

17:57 Solution 2

19:31 The BEST Solution

22:10 Next Steps

📝 IN THIS VIDEO

💌 Why you're receiving PFAS notification letters and what they actually mean for your health and water quality

🧪 The surprising truth about PFAS in bottled water and beer, with eye-opening research revealing widespread contamination

💰 Why individual filtration costs 200 times more than community solutions, with a detailed cost breakdown of all your options

🚿 Three practical solutions to protect your family from PFAS, with one clear winner that most people overlook

🔬 How water analytics has evolved from detecting "poo in your drinking water" to measuring trace contaminants at parts per trillion

Hosted by Ausha. See ausha.co/privacy-policy for more information.

How can Swirltex claim to succeed where membranes always failed? Listen to this!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot

#️⃣ All the Links Mentioned in this Episode #️⃣
Connect with Peter on LinkedIn: https://www.linkedin.com/in/peter-christou-4b758043/

Swirltex' website: https://swirltex.com/

Peter's first appearance on the podcast: https://smartlink.ausha.co/dont-waste-water/s11e5-how-swirltex-nearly-crushed-its-founder-before-taking-off

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 In this Week's Episode

01:49 Innovation in Membrane Technology

04:32 Strategic Pivot and Market Focus

08:39 Sales and Testing Process

16:31 Client Relationships and Support

21:31 Market Expansion and Partnerships

25:45 Scaling and Growth Strategy

30:49 Future Plans and Market Expansion

40:15 Execution and Infrastructure

48:18 2030 Vision

📝 IN THIS WEEK'S EPISODE

🔄 How Swirltex's revolutionary membrane technology creates a 50/50 air-water mixture under pressure, achieving unprecedented filtration performance without traditional pre-treatment

💰 Why the company's strategic pivot to standardized membrane skids builds 24% recurring revenue while targeting Food & Beverage as their primary vertical (90% of sales)

🌊 How their unique testing process allows clients to see exact removal rates before proposals, solving consistency problems that plague traditional filtration technologies like DAF

🚀 Inside the company's growth strategy, balancing $5M in confirmed projects while raising capital to scale from direct sales to channel partners and OEM relationships

🔬 The technological breakthrough that makes their membranes excel at handling oil, grease, and colloidal materials that would quickly foul conventional membrane systems

About this Podcast:

Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

This simple sequence makes 83% of Water Founders Leave Early - that's what I found, investigating 1571 water tech companies and their 3356 founders!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot

#️⃣ All the Links Mentioned in this Episode #️⃣
The Dynamics of Water Innovation Book: https://www.bluetechresearch.com/the-dynamics-of-water-innovation/

Global Water Intelligence's WaterData: https://www.gwiwaterdata.com/

My Review of Paul O'Callaghan's book: https://www.youtube.com/watch?v=A36PsBc1cnc

My deep dive in Water Tech's growth stage investment scene: https://www.youtube.com/watch?v=EqQwOC-ys4c

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 Why start-up founders matter to investors

01:02 The Universal Sequence

02:33 3 Red Flags that Predict Failure

03:45 Methodology

05:40 Sponsor
06:26 1. Founders' Profile

08:23 2. Fundraising Events
10:06 3. Market Events

12:13 4. Team Development

15:02 5. Board Structure

16:47 6. Future Evolution

18:24 Sponsor

📝 IN THIS WEEK'S EPISODE

🔍 The critical 5-step sequence that predicts 83% of founder departures (and how board appointments trigger the countdown)

💼 Why hiring velocity is the second strongest predictor of founder exits, and what happens when a company reaches 80 employees

🚩 The three red flags that doom startups after founder departures, including why losing two founders in 24 months leads to 72% failure rate

💰 How fundraising impacts founder tenure and why hardware companies see 8% higher founder turnover than software startups

🌐 The surprising geographical differences in founder longevity across regions and what market milestones actually keep founders engaged

About this Podcast:

Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Ever wondered if unbreakable membranes really existed? Listen to this!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot

#️⃣ All the Links Mentioned in this Episode #️⃣
Connect with Stephan on LinkedIn: https://www.linkedin.com/in/stephan-van-hoof-bb77316/

BlueFoot Membranes was spun out from VITO: https://vito.be/en

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 In this Week's Episode

01:38 The Membrane Market

04:38 Unique Features and Benefits

11:03 Stephan's Journey and Blue Foot's Growth

16:01 Commercial Strategy and Partnerships

22:44 Global Expansion Strategies

27:39 OEM Strategy and Customer Relations

32:46 Future Growth and Funding Plans

37:27 Rapid Fire Questions

📝 IN THIS WEEK'S EPISODE

🧠 How Blue Foot combines the best features of flat sheet, tubular, and ceramic membranes into one unbreakable solution

💧 The journey from VITO spin-off to scaling a disruptive membrane technology with OEM partnerships across Europe, Southeast Asia, and Australia

⚡ The real-world benefits of 50% lower energy consumption and compact footprint that's changing how industries approach water reuse

💼 Why Blue Foot's strategic fundraising of €15 million supports their ambitious 2028 target of €40 million revenue with 100% annual growth

🏭 How breakthrough membrane technology is enabling water reuse in challenging industrial applications like breweries and slaughterhouses

About this Podcast:

Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.

Hosted by Ausha. See ausha.co/privacy-policy for more information.