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

We're not financial analysts.

AI does an excellent job going deep into the financials of a company like this.

Then like, okay, if they sell this many at this much of a profit margin, it could have this big of an impact on the parent company and of earnings come the holiday season.

Again, a lot of estimates that you're making.

It was enough for me to invest.

I put somewhere between half a million and a half and a million dollars into the trade.

It wasn't crazy.

I did it more because I loved the product and I loved the trade and I felt the trade's going to work.

and I wanted to be part of it.

For me, on an equity trade, that's not a huge trade for me, but I like it.

By the way, if you look at the past 17 years, I've made about 80-85 high conviction trades over 17 years.

The entirety of my performance is based on those 80 trades.

Nito was a high conviction?

I wouldn't call Nito a high conviction.

I call it probably a medium conviction because the company is so tiny.

that there are a lot of variables that could impact a minuscule company like that.

But all 80 of those trades were publicly discussed more or less as they were happening.

So I'm really public with my ideas because I want my community to provide feedback and poke holes in my thesis.

There aren't that many of us social arb traders, observational traders.

so i've always said that the community at large when we work together on ideas sometimes i surface ideas sometimes members of my community surface ideas we cross-research them we we play devil's advocate with each other we poke holes in the thesis and i always say as as a group we're more powerful than the biggest hedge fund because we have

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