ryan’s 🆗

same @ on IG

[ryan’s 🆗 @ryanharter]

This is important and core to my worldview. Friendship and community matters more than almost anything else for our mental (and physical) well-being.

[ryan’s 🆗 @ryanharter]

@DKThomp loved the convo with Justin, I’ll be sharing it with folks who aren’t very economically literate as an entry point

Have you come across any right-leaning pundits that are having a level-headed convo like this? I’m curious their perspective but don’t know where to look

[Felix 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.)

[Marco Foster @MarcoFoster_]

Graham Platner: “Every single breath we take discussing culture war stuff is a breath we are not talking about universal healthcare. It’s a breath we are not talking about going after wealth where it’s been hoarded. Not talking about breaking up corporate monopoly power. That’s what we need to be focusing on. But we do not sell people out. A politics that is willing to sell anyone out will eventually sell everyone out”

[Marco Foster @MarcoFoster_]

Graham Platner: “The anti-trans campaign in Maine is funded by an out-of-state billionaire to make sure we have this discussion and we don’t talk about raising his taxes. That’s why it exists. I think there are like two trans kids that compete in high school sports in Maine? There are 40K Mainers who are going to lose healthcare because of the lack of the ACA extension. One of those things seems very important and real to me. One of them seems like an invented culture war scare to keep people divided”

[ryan’s 🆗 @ryanharter]

@atlmeagsnow That is rude!

[ryan’s 🆗 @ryanharter]

Since I’m here, what should I do in ATL for one night on Friday? I’ve never been.

[Not Jerome Powell @alifarhat79]

Who did this? Lmao

[Mark @lebatardshowfan]

this is one of the most pathetic things I’ve ever witnessed

[ryan’s 🆗 @ryanharter]

I miss Twitter. Are y’all still here? Should I comeback? No, right?

[Eade @eade_bengard]

Here's a 16-hour timelapse of an embryo building a central nervous system so 23 years from now it can sell b2b SAAS

[ryan’s 🆗 @ryanharter]

@atlmeagsnow just start hitting on guys in the LinkedIn comments. At least you can tell if they have a decent job.

[ryan’s 🆗 @ryanharter]

Back here because there's no other good place for me to post random shit like:

Carrie Coon in White Lotus is abso-fucking-lutely perfect. She has been under-appreciated for far too long and she is the best part of this season.

#whitelotus #carriecoon

[ryan’s 🆗 @ryanharter]

I put together a list of major acts of corruption by Trump and his advisors citing only conservative and neutral sources.

This shows a clear pattern of abuse of power for personal enrichment. Nothing on here has anything to do with policy.

Please share: https://t.co/1adSZOsX2h

[ryan’s 🆗 @ryanharter]

Dropping the line “40 acres and mule, it’s bigger than the music” line with Trump there is amazing

[ryan’s 🆗 @ryanharter]

@emilykmay what the fuck?? I log back on here for the first time this year and this is the first thing I see? Thanks @emilykmay I'm never coming back lol

[ryan’s 🆗 @ryanharter]

For my month of clean living I’m deleting this app off my phone. Find me on IG, if you want.

[ryan’s 🆗 @ryanharter]

@MattGrahamKYC @StreamOnMax Now I just need to find a buddy with a Plex server

[ryan’s 🆗 @ryanharter]

I’m so pissed!! I hate that streaming services don’t tell you when shows and movies are leaving. I was 2 episodes from the end of The West Wing and it just disappeared from @StreamOnMax

[ryan’s 🆗 @ryanharter]

@sarahdhosan @atlmeagsnow @rebeccacherman Well obviously. I hate it when people have fun without me.

[ryan’s 🆗 @ryanharter]

@SarahCateSmiles @StreamOnMax Truly awful

[ryan’s 🆗 @ryanharter]

@atlmeagsnow @rebeccacherman @sarahdhosan You all in your matching pjs is too much 😆