Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Equity Bottom-Up

<div><ul><li>Meet the CEO. Jagi Gill began his career as an Assistant Professor of Neurology at Mayo Clinic, embracing two principles that guide him today: relentless innovation and putting patients first.</li><li>He later joined Boston Scientific, gaining experience in neurostimulation, and Advanced Bionics, where he discovered the energy of startups. </li><li>He went on to found Tenex Health, a pioneer in tendon pain treatment, before returning to neurostimulation as founder and CEO of Apyron.</li></ul></div>

Meet the CEO. Jagi Gill began his career as an Assistant Professor of Neurology at Mayo Clinic, embracing two principles that guide him today: relentless innovation and putting patients first.He later joined Boston Scientific, gaining experience in neurostimulation, and Advanced Bionics, where he discovered the energy of startups. He went on to found Tenex Health, a pioneer in tendon pain treatment, before returning to neurostimulation as founder and CEO of Apyron.

How Apyron's Neurostimulation Solution Breaks the Chronic Pain Barrier

Cloudastructure, Inc. operates as a software company. The Company develops cloud-native video surveillance platform with AI and computer vision analytics for better and more cost-effective enterprise security. Cloudastructure serves customers in the United States.

<div><ul><li>Proactive AI plus human intervention is the core differentiator. Compared with legacy configurations that primarily capture and display video, Cloudastructure’s cloud-based AI reviews site activity continuously, filters signal from noise, and escalates actionable events to trained remote guards who “talk down” intruders via integrated speakers, supporting a reported ~98% deterrence rate.</li><li>Scale drives efficiency and coverage quality.</li><li>The platform processes ~8 million videos daily. AI triage lets each guard monitor 50-70 camera feeds versus ~10 for traditional setups, improving response times and eliminating gaps from fatigue or shift changes.</li></ul></div>

Proactive AI plus human intervention is the core differentiator. Compared with legacy configurations that primarily capture and display video, Cloudastructure’s cloud-based AI reviews site activity continuously, filters signal from noise, and escalates actionable events to trained remote guards who “talk down” intruders via integrated speakers, supporting a reported ~98% deterrence rate.Scale drives efficiency and coverage quality.The platform processes ~8 million videos daily. AI triage lets each guard monitor 50-70 camera feeds versus ~10 for traditional setups, improving response times and eliminating gaps from fatigue or shift changes.

CSAI: WTR Small-Cap Spotlight Recap - AI Comes to Video Surveillance; See More, Act Faster

Gorilla Technology Group  / Equity Bottom-Up

Gorilla Technology Group Inc. operates as a video big data and analytics technology firm. The Company offers intelligent video surveillance solutions featuring analytics for enterprise business surveillance, content delivery, and communication solutions for mobile business, network intelligence, forensics, telecommunications, and web service industries.

<div><ul><li>Chandan described his 2025 Nobel Sustainability Award nomination as a surreal validation of his career building complex, national-scale infrastructure. </li><li>Rather than mere “good intentions”, the recognition affirms that Gorilla’s AI solutions are successfully engineered into real-world systems across global markets.</li><li>For Chandan, the award proved that his team’s “stubborn decisions” were rational and that its commitment to implementation survives the contact with reality.</li></ul></div><div><p style="list-style-type: square;"></p></div>

Chandan described his 2025 Nobel Sustainability Award nomination as a surreal validation of his career building complex, national-scale infrastructure. Rather than mere “good intentions”, the recognition affirms that Gorilla’s AI solutions are successfully engineered into real-world systems across global markets.For Chandan, the award proved that his team’s “stubborn decisions” were rational and that its commitment to implementation survives the contact with reality.

GRRR: CEO Talks Nobel, Astrikos Investment, and Outlook for 2026

XCF Global, Inc. operates as an aviation fuel company. The Company produces sustainable aviation fuel derived from non-food feed-stocks such as waste oils and fats, green and municipal waste, and non-food crops. XCF Global serves customers worldwide.

<ul><li>Cooper brings a rich background in aviation and energy. </li><li>Initially drawn to piloting, Cooper moved to the business side of aviation with leadership roles at Chevron, Phillips 66, and Neste, and across aviation fuel distribution, production, and the launch of sustainable aviation fuel (SAF) operations.</li><li>Now at XCF, Cooper is leading a global growth initiative in the US and overseas.</li></ul>

Cooper brings a rich background in aviation and energy. Initially drawn to piloting, Cooper moved to the business side of aviation with leadership roles at Chevron, Phillips 66, and Neste, and across aviation fuel distribution, production, and the launch of sustainable aviation fuel (SAF) operations.Now at XCF, Cooper is leading a global growth initiative in the US and overseas.

RenovoRx, Inc. operates as a clinical-stage biopharmaceutical company. The Company focuses on developing therapies for the local treatment of solid tumors and for targeted chemotherapy delivery for pancreatic cancer patients. RenovoRx serves customers in the United States.

<ul><li>Introducing the CEO. Shaun Bagai has spent his career in medtech, starting as an intern at TransVascular. Guided by the company’s CEO, he chose entrepreneurship over medical school to make a broader impact on patient care. </li><li>Bagai stayed at TransVascular to manage clinical research and, following its acquisition by Medtronic (NYSE: MDT), gained firsthand experience in bringing medical devices to market.</li><li>He later deepened his expertise in developing and commercializing disruptive technologies through roles at Ardian (also acquired by Medtronic) and HeartFlow (NASDAQ: HTFL). I</li></ul>

Introducing the CEO. Shaun Bagai has spent his career in medtech, starting as an intern at TransVascular. Guided by the company’s CEO, he chose entrepreneurship over medical school to make a broader impact on patient care. Bagai stayed at TransVascular to manage clinical research and, following its acquisition by Medtronic (NYSE: MDT), gained firsthand experience in bringing medical devices to market.He later deepened his expertise in developing and commercializing disruptive technologies through roles at Ardian (also acquired by Medtronic) and HeartFlow (NASDAQ: HTFL). I

RenovoRx's Differentiated Targeted Drug Delivery Platform Addresses Hypovascular Cancers