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 · last 12 months
1 · Jul OctJan 26AprJulnow

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

Appearances

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might have nothing to do with you making a mistake because that's not your thesis.
That's not why you invested.
You don't have any alpha.
So it could have gone up for a completely different reason.
So you got to get out of the headspace of saying because a stock continued to go up after you exited, you made the mistake.
That could be completely coincidental.
It went up for something that you had no knowledge into, that you had no take on.
Okay, let's take a step back.
If you are correct that a company is being impacted by something meaningfully and their revenue is going to go up and the rest of the investor class is not aware of that yet,
If there's nothing else impacting that company during that trade window, it is highly likely.
Again, there are a lot of factors.
There's the macro market.
The market could come down, right?
But in a vacuum, that piece of information will almost always, in a vacuum, will almost always result in the stock going up because when a company makes more money than the market anticipates,
the stock will go up.
If you're able to surface something that will impact a company's sales that the rest of the market is not aware of, when the rest of the world comes to terms with that piece of information, that will positively impact the stock price, assuming that there's nothing else going on with that company or the market at large.
But I wouldn't overthink it.
Too many investors overthink this.
It's not that complicated, guys.
So I'm referring to high conviction trades.
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