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Sumeet Shah's avatar

1. I hate to admit it, but yes, the US Open is definitely more valuable. And it always will be, especially given that the Honey Deuce will generate over $20MM in revenue...

2. You're definitely going to see more mid-market PE/growth shops getting involved in well-known brands these days (re: TSG & Los Tacos). TSG is one of the OGs in this space, and with valuations down and an actual return to structured, foundational companies, you'll see them coming even earlier in rounds. (This is a good thing!)

J Lee's avatar

I hope that Los tacos can scale without losing their way. It would be a blessing for America, but more than America (we've got good tacos), los tacos as Mexican shake shack would be a blessing for the world. Los tacos in London, Los tacos in Paris, Los tacos in Tokyo would change the game

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