Chris Camillo

speaker

886 appearances 1 recordings 1 series first heard Jun 2026 last heard 29 Jun

Chris Camillo’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Rich Habits Podcast · 176: Venture Lessons That Cost Chris Camillo Millions · 29 Jun 2026 podcast

And I think as long as you know that, and you're, you're monitoring the situation and you stay flexible.

to be able to change your mind and get out of the position, it doesn't really matter.

Because like with Neato, I just know that if they can maintain, because they're still maintaining, I think they're like six of the top 20 toys on Amazon right now are Neato squishies, selling at triple the rate.

If they can maintain to the holiday season, it's game over.

I think there'll be a needle mover for the publicly traded holding co that owns that company.

And I think they'll see a 30 to 40% lift in their net income as a result of that, if they can just survive to the holidays this holiday season.

And if not, if it falls apart, I'll just get out of the trade.

I'll see it falling apart because I'm monitoring it like every few days.

But sometimes you don't know.

Like for a long time, you just have to get to the ground truth, which changes every day.

So for a long time, investors, institutional snobby investors thought that Crocs was a fad.

And they didn't realize the moment that it became something more than a fat, which was when we were in the pandemic and we were going through a cultural shift to people wearing things that were just more comfortable.

At the same time, the company made some genius moves in marketing to do these super celebrity collaborations.

So every couple of weeks, they were coming out with a new pair of Crocs that was keeping the brand cool.

Bieber's wearing Crocs.

This person's wearing Crocs.

The biggest fashion brand in the world is doing a collab and it's $800 Crocs.

Now, they never sold that many of those collabs, but it kept the brand cool.

So they were hitting on a...

super cycle that was happening in the world of comfort trends, wearing things that are comfortable to you, and also cool.

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