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2 months ago | 
seekingalpha.com | Taylor Irwin
SummaryPaysign, Inc. is a small healthcare-focused Fintech company excelling in the $500M Patient Affordability market, with 230% revenue growth in its Pharma segment over the past four quarters. Despite a 40% stock decline in six months, Paysign's strong fundamentals and innovative solutions present a compelling investment opportunity with a fair value estimate of $3.33 per share.
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2 months ago | 
trail.pugetsound.edu | Taylor Irwin
By Taylor Irwin Let’s face it: when it comes to sex, we all want to have fun — but we also want to stay safe. While condoms get a lot of well-deserved glory, dental dams often fly under the radar. If you’ve ever wondered what they are, why they’re important, or how to get your hands on one, don’t worry — I’m here to break it down for you in a way that’s informative, approachable and even a little silly! So, what exactly are dental dams?
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Oct 29, 2024 | 
trail.pugetsound.edu | Grace Farrell |Taylor Irwin |Andrew Benoit
By Grace Farrell and Taylor IrwinWith Nov. 7 fast approaching, many Puget Sound students are passionate about exercising their right to vote in the upcoming election. University of Puget Sound students have voted at high rates in the past two elections, with 60.2% of eligible students voting in the 2016 election and a record-breaking 84.9% voting in 2020 according to the National Study of Learning, Voting, and Engagement from Tufts University.
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Oct 14, 2024 | 
seekingalpha.com | Taylor Irwin
SummaryElectromed specializes in HFCWO therapy with its SmartVest System, targeting respiratory diseases and leveraging a direct sales force for market penetration. The HFCWO market is consolidated, with Electromed holding a 23% estimated share, and its direct sales model offers a competitive edge over larger, diversified rivals. Electromed's growth opportunities are substantial, driven by an aging population, increased chronic lung disease, and potentially underdiagnosed bronchiectasis.
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Sep 10, 2024 | 
seekingalpha.com | Taylor Irwin
Since my last article on Taylor Devices (NASDAQ:TAYD) in February, the stock has jumped nearly 70% as the company continued to post strong growth and record earnings the past two quarters. Here is my updated investment thesis: Investment Thesis Taylor Devices designs and manufactures shock absorption, rate control, and energy storage products for a wide array of industries.
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Aug 8, 2024 | 
seekingalpha.com | Taylor Irwin
Investment Thesis Block (NYSE:SQ) has taken meaningful strides this year in its transition from high-flying growth stock to steady compounder, yet the stock continues to flounder. The company has pared back operating expenses and narrowed the focus of its go-to-market strategy on the highest value activities within each business. A softer topline and mixed macro environment puts more pressure on the firm to increase profitability, which it has succeeded in the past few quarters.
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Jul 26, 2024 | 
seekingalpha.com | Taylor Irwin
Lululemon (NASDAQ:LULU), (TSX:LLL:CA), (NEOE:LULU:CA) has taken a beating in 2024. The stock is the second worst performer in the S&P 500, even as the index sits near all-time highs. What's more, LULU began underperforming the S&P 1500 Apparel Retail index, a broad proxy for its overall industry, early in the year. My previous article covered the quality of Lululemon's model and its demonstrated pricing power - of which little has seemed to change.
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Jul 4, 2024 | 
seekingalpha.com | Taylor Irwin
My previous article on Nvidia (NASDAQ:NVDA) back in March argued that despite the stock’s meteoric rise, the company’s quality and expected performance were reasonable enough to justify its premium price. Since then, the stock has resumed its upward march nearly 50%, briefly making Nvidia the most valuable company in the world. What keeps fueling such outperformance? Not much has changed in the past four months for Nvidia.
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May 17, 2024 | 
seekingalpha.com | Taylor Irwin
A Look at Q1 In my last article on Airbnb, Inc. (NASDAQ:ABNB), I argued Airbnb was a Buy ahead of earnings thanks to continued growth and operating leverage ahead of its Q4 results. Not much has changed in terms of the fundamental narrative of the company expect for moderating topline growth on the horizon. Airbnb beat analyst revenue and EPS estimates in Q1, yet the stock has tumbled 8% since reporting due to a softer Q2 growth outlook than expected.
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Apr 25, 2024 | 
seekingalpha.com | Taylor Irwin
Intro & Investment Thesis Advanced Micro Devices (NASDAQ:AMD) stock, along with its semiconductor peers, has outperformed the broader market over the past year on the back of rising demand for artificial intelligence (‘AI’) accelerators. The company is well-positioned competitively in the AI arms race, with potential to widen its footprint in the space.
