Now I’m *really* starting to update my priors
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Respectfully disagree about pe owned hospitals; they are losing a lot rn since nobody is getting elective procedures and they have lost floor space to segmenting. Leverage exacerbating burn, PE is getting obliterated, some debt trading in 70-80s implying minimal equity value
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Well how did they get there I wonder
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Engage in predatory conduct. Buy doctors' groups that serve hospital emergency rooms and opt them out of all insurance plans. Stick people who show up in ambulances, unconscious or in extremis, with titanic bills. $5k for an icepack? Why not!
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