Marcelo Vasconsellos

Administración de negocios UA

[Marian Herrera @marianherrrera]

“Ellos se formaron en las academias de primer nivel, nosotros venimos de la tierra colorada".

Es una METRALLETA de verdades.

[DjMaRiiO @DjMaRiiO]

ORLANDO GILL LEYENDA DE PARAGUAY

[Daniel Vasconsellos @Danielvasconse2]

Nelore y Brangus, unos en el sol a 36°C pastando y otros en la sombra. Por algo el Nelore se impuso en el trópico.

[Daniel Vasconsellos @Danielvasconse2]

Búfalos en Arroyos y Esteros, Paraguay. Esto va a crecer y mucho.

[Felix Nikolas Prehn 🐶 @felixprehn]

Private equity firms bought 500 hospitals. Death rates in their emergency rooms went up 13%. They fired 12% of the staff. Then they paid themselves billions in dividends.

A Harvard study just confirmed what doctors already knew: people are dying so investors can hit quarterly targets.

Exactly what happens. A PE firm buys a hospital using debt. The debt gets placed on the hospital's balance sheet, not the firm's. Now the hospital owes hundreds of millions it never borrowed. To service that debt, the hospital cuts costs. Costs mean nurses.

The numbers from the Harvard/University of Chicago study are horrifying. After PE acquisition, emergency department salary spending dropped 18.2%. ICU salary spending dropped 15.9%. Hospital-wide employees were cut 11.6%. Emergency department deaths rose 13%, seven additional deaths per 10,000 visits.

A separate study found patients undergoing surgery at PE-acquired hospitals had 17% higher odds of dying within 90 days.

Steward Health Care, owned by Cerberus Capital, filed bankruptcy with $9 billion in debt after closing hospitals across Massachusetts. The CEO lived on a $40 million yacht while emergency rooms went dark. Eight hospitals serving 2 million people nearly disappeared because a PE fund extracted more cash than the system could survive.

The private equity industry has poured over $1 trillion into healthcare. They operate a quarter of ERs nationwide. This isn't going away.

The investing angle nobody talks about.

Non-PE hospital operators like HCA Healthcare (HCA) and Tenet (THC) are the direct beneficiaries. Every time a PE hospital closes or deteriorates, patients flow to the nearest competitor. HCA has returned 1,200% since 2011. Patient volume from PE closures is a structural tailwind nobody's pricing in.

Medical staffing firms (AMN Healthcare, Cross Country) charge premium rates specifically because PE hospitals cut staff. The staffing shortage IS the business model for these companies.

The disruption play: outpatient surgical centers (SCA Health, now part of UnitedHealth) are pulling profitable procedures out of hospitals entirely. PE-owned hospitals lose their highest-margin surgeries to outpatient, and the death spiral accelerates.

Pull up tradevision and monitor healthcare M&A alerts, hospital closure filings, and patient volume migration data. When a PE-owned hospital announces "restructuring," the patient volume shift to competitors like HCA starts within 30 days. That 30-day window is when the competitor's earnings revisions haven't updated yet. Free to try.

(a private equity firm bought your local hospital. borrowed $500 million in the hospital's name. fired 12% of the nurses. emergency room deaths rose 13%. then they paid themselves dividends. nobody went to prison. they're currently buying another hospital.)

[PLAN B PARAGUAY @planbparaguay]

Can I get a woo woo?

[Charlie Kirk @charliekirk11]

Jesus defeated death so you can live.

[Daniel Vasconsellos @Danielvasconse2]

La genética es una carrera de distancia, donde la constancia te hace llegar mas lejos que los atajos, igual que en la vida misma!

[Daniel Vasconsellos @Danielvasconse2]

Dato interesante. El 2% de los ingresos del productor paraguayo, viene de las políticas públicas del gobierno. En Europa 20%, China 15%, USA más de 10%. Aún así, somos competitivos. https://t.co/031a9Oc45F

[Daniel Vasconsellos @Danielvasconse2]

El futuro del Paraguay no está en los grandes discursos, está en el trabajo duro, diario, bajo el sol, la lluvia, haciendo camino al andar, aprendiendo de los errores y compartiendo conocimientos y experiencias. No hay atajos.

[Daniel Vasconsellos @Danielvasconse2]

Arroz llegando a su etapa final de maduración. Cómo todos los años, cada campaña agrícola trae su desafío y sus novedades. La agricultura no depende de la suerte, es planificación, ejecución, control, aprendizaje, ajuste, y así sucesivamente.

[Daniel Vasconsellos @Danielvasconse2]

Estuvimos con los organizadores de la mayor feria agrícola de America Latina, Show Rural de Coopavel. Simplemente un "Show de bola" como dirian ellos! https://t.co/ga2RMcsgJ3

[Daniel Vasconsellos @Danielvasconse2]

No todo es soja o arroz, también hay búfalos! Excelente opción para algunas zonas.

[Daniel Vasconsellos @Danielvasconse2]

Lo que fué la Gran Feria de San Pedro!

[Daniel Vasconsellos @Danielvasconse2]

Mansedumbre de búfalos con buen manejo. Poco a poco va ir creciendo la demanda de estos animales porque se adaptan muy bien en zonas donde el vacuno no.

[Daniel Vasconsellos @Danielvasconse2]

Cultivo de arroz, el cuarto de mayor importancia en el país. En 15 años transformó varias comunidades, trayendo recursos humanos y financieros, que finalmente llegan a los talleres,restaurantes,hoteles, despensas, escuelas, centros de salud, caminos, en fin, trayendo desarrollo!

[Daniel Vasconsellos @Danielvasconse2]

Aguará Guazú, zona Arroyos y Esteros.

[Daniel Vasconsellos @Danielvasconse2]

Cría de búfalos, Cordillera. Un rubro más para seguir creciendo en la producción de alimentos. Ideal para campos con mucha agua y poca calidad de pastos naturales.