WTR Small-Cap Spotlight

WTR Small-Cap Spotlight

By Water Tower ResearchBusinessInvesting
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WTR Small-Cap Spotlight episodes

  • Spruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition Strategy

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    In this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion includes the structural rise in the cost of grid electricity and impact on demand for rooftop solar, the addressable market for Spruce, opportunistic M&A strategy, competitive advantages including Spruce "power as a service" business model, and capital light strategy including Spruce Pro. 

    12 min
  • Canadian Climate Investor Conference Preview / Outlooks for Voluntary Carbon and Solar Markets

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    In this episode of the Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses what to expect at the Canadian Climate Investor Conference along with WTR Sustainability and Energy Transition sector analysts Graham Mattison and Peter Gastreich. WTR is a sponsor of the conference hosted June 25th in Toronto. The team also discusses the current trends and outlooks for voluntary carbon markets and the US residential solar industry.

    30 min
  • Recapping the 2024 Louisiana Energy Conference and Looking Ahead to 2025

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    In this episode of the Water Tower Hour Podcast Al Petrie, host of the Louisiana Energy Conference, and Jeff Robertson, WTR’s Managing Director for Natural Resources, recap the 2024 Louisiana Energy Conference, which was held in New Orleans May 28 – 30, 2024. The conference featured a diverse set of panel discussions focusing on all facets of the oil and gas industry as well as the evolving energy investment landscape. The 25th edition of the conference is scheduled for May 27-29, 2025, in New Orleans.

    23 min
  • Cody Shandraw – An Investor’s Perspective on the Psychedelics Landscape

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    Cody Shandraw, a serial entrepreneur and seasoned investor in unconventional opportunities, joins WTR's Robert Sassoon and Tim Regan to share his insights on the investing landscape in the psychedelics sector. He discusses the challenges and the opportunities, and on how to best play the psychedelics growth story going forward. Shandraw has invested in more th 50 psychedelic companies, both public and private, from clinics to drug development and emerging technology, and was named Investor of the Year by Microdose in 2021 and 2022.

    38 min
  • Louisiana Energy Conference Preview

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    Ahead of the Louisiana Energy Conference (May 28-30), Tim Gerdeman interviews the WTR team that will be attending, including Shawn Severson, Jeff Robertson, Chris Degner, and Peter Gastreich. The team discusses what to watch for, including at the conference panels, and also addresses the broader implications of energy evolution for companies in the natural resources and sustainability sectors. 

    19 min
  • Discussion with Pineapple Financial CEO Shubha Dasgupta

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    Canada-based Pineapple Financials’ CEO and Co-Founder Shubha Dasgupta joins WTR's Tim Regan and Curtis Shauger to provide an overview of Pineapple’s business model, market opportunity, product pipeline and Maui, its recent AI product launch.

    28 min
  • Cannabis Rescheduling Review with Emily and Morgan Paxhia of Poseidon

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    Emily and Morgan Paxhia are the co-founders of Poseidon, one of the most experienced cannabis investment managers. They joined WTR’s head of cannabis, Jesse Redmond, to discuss the recent news that the DEA has agreed with the HHS’ recommendation to move cannabis from Schedule I to Schedule III. 

    The conversation covers implications for the industry, timeframes, and potential pitfalls and challenges. Emily and Morgan share their perspective on how Schedule III will also benefit ancillary businesses but is not meaningful for most Canadian operators. We also discuss the potential to move to higher exchanges, and Emily explains how a Garland Memo may help clarify how existing state programs may operate under Schedule III. The episode concludes with Morgan sharing how Poseidon invests in cannabis and if Schedule III shifts their investment philosophy. 

    45 min

About WTR Small-Cap Spotlight

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 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…

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