Heard on X.

Los Tacos portion sizes after private equity starts executing on its EBITDA margin-maxxing playbook

Apparently los taco secured a private equity investment and I want to jump off something. I have been to Mexico City and Los Tacos is still in my top 3.

Shocked Los Tacos only got a PE check today. Felt like the full playbook over the past two years: massive expansion, declining quality, rising prices.

I love Los Tacos and tacos are gaining in NYC so cashing out is smart. I am afraid PE may ruin it as they optimize for profit over food quality.

The whole point of private equity is to come in and cash out. It gives the founders an off-ramp. Sorry if that means the quality of already overpriced influencer tacos will go downhill.

Nobody talks about how the nursing home industry turned aging into a high-margin extraction business. Facilities get paid per bed, cut staffing to the legal minimum, and rely on underpaid workers while private equity owners pull out profits.

Choosing a nursing home for a parent should not require researching who owns it financially, but private equity ownership is now a documented mortality risk factor.

There are very few private equity success stories especially when they acquire hospitals. Private equity owned hospitals have more deaths, infections than non PE owned ones.

Private equity is gutting hospitals for profit, and when they collapse, communities lose care. PE has been taking over some of your favorite companies for years. Chuck E. Cheese, Guitar Center, Party City, JOANN, Toys R Us.

Most private equity firms do not care about providing good health care. They care about making money and they are willing to devastate communities to turn a profit. We should not let them.

Private equity controls our lives from the cradle to the grave. Profiteers by owning hospitals, nurseries, housing, care homes, undertakers. Business model: high prices, low staffing, high debt, asset-stripping.