Chris Camillo

speaker

774 appearances 1 recordings 1 series first heard Jul 2026 last heard 29 Jul

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 Jul 2026 with 1.

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My First Million · This guy made $80M in profit. Here's his next 3 stock picks · 29 Jul 2026 podcast

if the market is relatively efficient, and we know the market's never perfectly efficient, but if it's relatively efficient in terms of taking into account all the fundamentals and all the technicals, and you have all these investors that are trying to price a company based on all the known things, then if you're able to surface something that's unknown, that is meaningful,

You don't need to worry about all the other stuff.

You don't need to have this robust fundamental technical approach that also happens to apply information asymmetry when you come across it.

You can focus all of your energy and all of your research on just finding

new information that the market hasn't discovered yet and making an assumption that the particular company that you're trading is relatively efficient with all the known information and investors haven't fully priced in this new piece of information.

So all you care about

is that one piece of information asymmetry.

It simplifies the way that investors can approach this game because most of us are never going to be technically proficient investors and never going to be able to compete with the absolute best, most pedigreed,

Wharton graduated like fundamental investors, right?

That are doing deep, deep fundamental analysis.

And they've come to terms with the fact that this company should trade at a 29 PE as opposed to the 24 PE it's trading at today.

I mean, I don't want to play that game.

The easiest game to play because you can invest a million different ways.

So the question is, what is the best approach to investing?

That the largest chunk of ordinary people can actually apply efficiently to markets and regularly do that in a fruitful way.

And I strongly believe it's pure observational social arm investing.

And by the way, so if he really believed that lasting, durable brand appeal was there for Disney, right, did he also believe that the rest of the world came to that acknowledgement after a year?

And if he did, then he didn't have any alpha after a year, and he was probably right to sell Disney.

But you have to understand something.

Whether a stock goes up or down after you sell—

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