Research from Water Tower Research, Water Tower Research

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.

Research from Water Tower Research

Equity Research Firm

Thematic (Sector/Industry)

United states It / Thematic (Sector/Industry)

<ul><li>After two years of working through the excessive growth witnessed in 2020, the $6 trillion e- commerce market is expected to accelerate modestly to ~11% in 2024.</li><li>Major secular trends such as mobile commerce (m-commerce) and buy now, pay later (BNPL) should help drive the market forward.</li><li>Digital advertising is expected to grow 9% to $719 billion, with a potential major boost from the fast- growing free ad-supported streaming television (FAST) as major players such as Netflix, Amazon, and Google introduced new content and services to draw increased consumer adoption.</li></ul>

After two years of working through the excessive growth witnessed in 2020, the $6 trillion e- commerce market is expected to accelerate modestly to ~11% in 2024.Major secular trends such as mobile commerce (m-commerce) and buy now, pay later (BNPL) should help drive the market forward.Digital advertising is expected to grow 9% to $719 billion, with a potential major boost from the fast- growing free ad-supported streaming television (FAST) as major players such as Netflix, Amazon, and Google introduced new content and services to draw increased consumer adoption.

Five Trends in Technology for 2024 - Outlook for Key Markets in Tech