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All Upside

Evelio Silvera

The weekly read for founders and operators who want the upside hiding in their own business. One problem diagnosed, one exact play to run on it, from inside the companies I operate. Free, every week.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues41Founded3 years agoLast Issuea month ago
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eveliosilvera.substack.com
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Latest Issues

They paid a premium for "broken"

On July 1, the people who know Select Medical better than anyone on Earth paid a premium to buy it back.

Robert Ortenzio built the company. Martin Jackson helped run it for decades. Together with Welsh, Carson, Anderson & Stowe, they took...

a month ago
2

Optimism is a discipline, not a mood

America turned 250 on Saturday, and if you spent any time near a feed this weekend, you heard two different countries described.

One was in the fireworks: the flags, the block parties, the harbor full of ships. The other was in the commen...

a month ago

America turned 250, and the market just closed the best quarter in six years

America turned 250 on Saturday. The same week, the stock market closed the best quarter it has had since 2020.

The S&P 500 rose 14.9 percent in the second quarter. The Nasdaq climbed 21.4 percent, its biggest quarterly jump in six years. T...

a month ago

The Call is Still Yours

The hardest part of running anything is never the work. It is the handful of calls that are yours alone. Raise the price or hold it. Keep the client or let them go. Hire now or wait a quarter.

There is nobody above you to check it, and th...

a month ago

I make my hardest business decisions with an AI arguing against me

The hardest part of running a company is not the work, it is the calls only you can make. Raise the price or hold. Fire the client or fix it. Hire now or wait a quarter. Nobody above you to check it, and the people around you are too close...

a month ago

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  • Evelio Silvera

    Building companies in energy & healthcare. Bullish on builders, tech, and America. Christian & Capitalist. Dad x3. \ud83c\uddfa\ud83c\uddf8 born, \ud83c\udde8\ud83c\uddfa made.

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