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In this episode of WTR Small-Cap Spotlight, Tony Scott, Chief Executive Officer, and Kimberly Pinson, Chief Financial Officer, of Intrusion Inc. (NASDAQ: INTZ) join co-hosts James Kisner, Managing Director of Technology Research at Water Tower Research, and Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research.

The conversation dives into how Intrusion’s Shield platform uses reputation-based threat intelligence and artificial intelligence to detect and block high-risk communications in real time. Scott and Pinson discuss the company’s five consecutive quarters of sequential growth, the expansion of Shield Cloud into the AWS Marketplace (with Microsoft Azure coming later in 2025), and emerging opportunities in school safety, utilities, and critical infrastructure.

They also touch on Intrusion’s disciplined financial strategy, strong gross margins, and growing managed-service-provider channel—all of which position the company for sustained success in both government and commercial cybersecurity markets.

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In this episode of the WTR Small-Cap Spotlight podcast, Sebastian Toke, CEO of GCL Holdings, joins Shawn Severson and James Kisner of Water Tower Research to discuss GCL’s full-stack games & entertainment flywheel—connecting distribution (Epicsoft Asia, 2Game), publishing (4Divinity), and hardware/peripherals (Ban Leong Technologies) so data, marketing, and retail execution reinforce one another from IP origination to shelf.

The conversation covers FY25 performance (+142% YoY revenue) and what management views as an inflection proving the ecosystem, GCL’s role as global physical publisher for Black Myth: Wukong, momentum around Showa American Story, selective entry into mobile with Kingdom Under Fire: The Civil War (global rights except Singapore and Malaysia) targeted for end-2025, expectations for the next-gen console cycle, and how FY26 focuses on integrating software and hardware into a single operating flywheel.

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In our latest Small-Cap Spotlight flashcast, Peter Gastreich, Managing Director at WTR breaks down his recent initiation of coverage report on Valero Energy Corp. (NYSE: VLO)

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In this episode of the WTR Small-Cap Spotlight podcast, Steve Fife, President & CEO, and Carl Aure, CFO of LifeVantage (NASDAQ: LFVN), join Tim Gerdeman and Doug Lane of Water Tower Research to discuss the company’s acquisition of LoveBiome, a fast-growing leader in gut health and direct sales.

They explore how the deal strengthens LifeVantage’s foundation in nutrigenomics, expands its presence in the rapidly growing $14B gut health market, and creates synergies across product lines like P84 and MindBody. Fife and Aure also discuss the integration of consultant networks, expected financial impact, and how LifeVantage is positioning for long-term, science-driven growth.

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In this episode of the WTR Small-Cap Spotlight podcast, Bill Alessi, Founder & CEO and Chris Chumas, Chief Strategy Officer, of Alpha Modus Corp (NASDAQ: AMOD), joins Tim Gerdeman and James Kisner of Water Tower Research to discuss how the company is transforming in-store retail through its patented AI-driven technology ecosystem designed to enhance real-time shopper engagement and monetization.

The conversation covers Alpha Modus’ “super-aggregator” model for scaling smart retail networks, its expanding patent portfolio supporting long-term licensing revenue, and the upcoming 2026 rollout of financial-service kiosks for underbanked consumers. Alessi also highlights key partnerships with VSBLTY Groupe Technologies, Genmega, and Shelf Nine, advancing Alpha Modus’ vision to be the backbone of AI-powered retail intelligence across computer vision, behavioral analytics, and retail media.

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We welcome back Veru's CEO Mitch Steiner to our latest WTR Small-Cap Spotligh podcast. In this podcast, Steiner gives us his thoughts on the latest trends in the rapidly evolving GLP-1 market for weight loss, discusses the data from enobosarm's Phase 2b data, and explains  Veru's obesity drug development strategy in the wake of its recent positive interactions with the FDA.

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On this week's episode of the WTR Small-Cap Spotlight, Inna Braverman, Chief Executive Officer of Eco Wave Power Global (NASDAQ ticker WAVE), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) WAVE's technology that generates stable, cost-efficient renewable energy from ocean and sea waves; 2) the company's global footprint with projects located across four continents including most recently in the US Port of Los Angeles; 3) competitive advantages like having extremely limited periods of intermittency; 4) the scalable attributes including the simplicity of the technology; 5) the importance of having "skin in the game" with management holding nearly 50% of company shares; and 6) key milestones for investors to focus on. 

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On this week's episode of the WTR Small-Cap Spotlight, Bruce Fleming, Chief Executive Officer of Montana Renewables, an unrestricted subsidiary of Calumet (NASDAQ ticker CLMT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's role as the largest SAF producer in the Western Hemisphere; 2) key advantages including repurposing existing hardware for SAF production and proximity to carbon preference markets; 3) low cost expansion plans to reach up to 10x current SAF capacity by 2028; 4) the imminent squeeze in SAF markets and potential upward pressure on pricing; 5) the need for open feedstock policies and support of domestic agriculture and energy security; 6) top misconceptions about the SAF industry; and 7) other key topics.

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In this WTR Small-Cap Spotlight Flashcast, host Tim Gerdeman, Vice Chair and Co-Founder of Water Tower Research, sits down with Shawn Severson, Founding Partner and CEO, to discuss the long-awaited rotation into small-cap stocks. The discussion explores the forces driving renewed investor attention to small caps, including monetary policy shifts, valuation disparities, and improving access to capital markets. Shawn also shares why small-cap investing today demands a stock-picker’s mindset and what it will take to sustain this rally over the next year.

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Tune in to the latest WTR Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Nauticus Robotics. Nauticus develops autonomous underwater robots and innovative software, transforming offshore operations with safer, more efficient, and cost-saving solutions. Learn how KITT's: 2) flagship ToolKITT software and hardware like Aquanaut and Olympic Arm serve offshore industries such as energy, telecom, and defense; 2) technology reduces costs and CO2 emissions for its customers; and 3) high margin licensing fee strategy will accelerate scaling up of the business; and more!