agree with both you and Mr. D - with inflation+rates expected to raise+no more gov't handouts many households that are on the "cusp" will be forced to find ways to make more money. Giving plasma will make a resurgence. Not to mention the actual amount being provided to donors has also seen an increase which means more dollars loaded+more fees more PAYS. We will however have to fight the fed, as I expect some multiples will contract slightly if yields rise aggressively though this can be countered for good high growth names with some defensibility.
I'm watching PAYS closely may add more, I've also dipped my toe in Jpike's BSEG for some "play money" to watch how that story unfolds (smaller than I like but the company is becoming more profitable and in the "right spaces" to get some momentum).
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