Water Tower Research

​Water Tower Research is built on the foundation of democratizing information flow. We bridge the growing information gap between companies and investors through our investor engagement strategies and open-access research platform.

Our research analysts are Wall Street veterans with the experience and knowledge to work with companies and investors in tandem. We provide access to the information and content that anchors the due diligence process for both professional money managers and individual investors. We leverage traditional research distribution channels and the best of modern digital strategies and tactics to amplify this information flow globally to engage all categories of investors and stakeholders.

Information flow is the foundation for creating investor awareness, knowledge, and engagement. Our mission is to help companies and investors have the tools they need and achieve their goals.

Do Kim
  • Do Kim

Biopharma Week in Review

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&A. Ainos, Inc. (AIMD) Director of Corporate Development Jack Lu recently joined us on the Water Tower Hour podcast. Our discussion is available on Apple Podcasts, Spotify, or on our website. Link to the podcast in our full report. For our AIMD podcast recap note and update note on the Veldona animal study, please see accessible links in our full report. Last week, IONS matched Ultrag...

Brian Gordon ... (+2)
  • Brian Gordon
  • Budd Bugatch

Furniture/Furnishings Weekly

The market rotation continued to benefit many of the stocks in the Water Tower Research Furniture and Furnishings indexes. The Water Tower Research Commercial/Contract Furniture Index was up (+5.5%) and Home Goods Retailers Index was up (+4.7%) for the week, while the Residential Manufacturers & Suppliers Index pulled back slightly (-1.4%) overall, even as many individual issues within the index continued higher, as the rotation to smaller-cap and value stocks continued with the S&P 500 and Dow ...

Dmitry Silversteyn
  • Dmitry Silversteyn

The Dark Oxygen Hypothesis

A scientific paper published in Nature magazine earlier this week hypothesized that a phenomenon termed “dark oxygen” production may be occurring on the seafloor in the Clarion-Clipperton Zone (CCZ) of the Pacific Ocean whereby a slight voltage differential between different metals contained in the polymetallic nodules found in the area may drive an electrochemical dissolution of water (H20) into oxygen (O2) and hydrogen (H2), although no increase in hydrogen presence has been noted by the resea...

Peter Gastreich ... (+2)
  • Peter Gastreich
  • Shawn Severson

Sustainable Investing Podcast Recap: CFO Discusses First US Integrated...

CFO Steve Cates recently joined us on the WTR Sustainable Investing podcast. WWR is developing and now constructing the first fully integrated graphite mining and processing operation in the contiguous US. Those interested can listen to the episode on Apple Podcasts, Spotify, or on our website. Links available in our full report. When asked about the value proposition of the company, Cates said WWR is the only publicly traded, US-based graphite anode company with 100% domestic sourcing and proce...

Brian Gordon ... (+2)
  • Brian Gordon
  • Budd Bugatch

HNI: 2Q24 Adjusted EPS of $0.79 Beats WTR Estimate of $0.62 by $0.17; ...

Before the opening Thursday, HNI reported strong 2Q24 earnings results. Diluted GAAP EPS of $0.75 compared with a reported GAAP loss of $0.30 in 2Q23 due to acquisition costs from acquiring Kimball International. More importantly, non-GAAP EPS beat our $0.62 estimate (and consensus of $0.61) due to a strong performance from the Workplace Furnishings (WF) profit transformation and continued excellent profit performance from HNI’s market leading Residential Building Products (RBP) segment. The onl...

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