Chris Camillo

The investor class is still, at least the active investor class, people that are thinking and aggressively pursuing investment accounts, is still majority of men, right, that are talking about this, thinking about it, connecting dots. And it's crazy to me, man. It's just, it's absolutely crazy to me because when I, like most of my insights come from TikTok comments.

The investor class is still, at least the active investor class, people that are thinking and aggressively pursuing investment accounts, is still majority of men, right, that are talking about this, thinking about it, connecting dots. And it's crazy to me, man. It's just, it's absolutely crazy to me because when I, like most of my insights come from TikTok comments.

So for, I don't know, eight years, I've been spending three to four hours a night ingesting TikTok comments. That is most where I get most of my information from. Before TikTok, it was Twitter and Instagram and Facebook, right? Facebook going back to the late 2000s.

So for, I don't know, eight years, I've been spending three to four hours a night ingesting TikTok comments. That is most where I get most of my information from. Before TikTok, it was Twitter and Instagram and Facebook, right? Facebook going back to the late 2000s.

I mean, almost all of my trades these days, I mean, honestly, like most of them come off of TikTok. Like one of them was like the big Crocs trade when Crocs started coming back in a really big way. Massive. That was mostly based on TikTok comments. Wall Street just thought that Crocs was a fad that would come and quickly go away. They've always thought that about Crocs.

I mean, almost all of my trades these days, I mean, honestly, like most of them come off of TikTok. Like one of them was like the big Crocs trade when Crocs started coming back in a really big way. Massive. That was mostly based on TikTok comments. Wall Street just thought that Crocs was a fad that would come and quickly go away. They've always thought that about Crocs.

And during the pandemic, especially, during the pandemic, there was a huge trend for Crocs. And it was because of two things. One, they killed it with the nursing community and the healthcare community. But then also they were doing all these big celebrity collaborations, right? Yeah. So they did these celebrity collaborations and all of a sudden it kind of like made Crocs cool.

And during the pandemic, especially, during the pandemic, there was a huge trend for Crocs. And it was because of two things. One, they killed it with the nursing community and the healthcare community. But then also they were doing all these big celebrity collaborations, right? Yeah. So they did these celebrity collaborations and all of a sudden it kind of like made Crocs cool.

And it really made Crocs cool with like the middle school crowd. And so I was like reading these comments and I was like, dude, like this is crazy. Like Crocs are on fire. How much was it that the stock at that point?

And it really made Crocs cool with like the middle school crowd. And so I was like reading these comments and I was like, dude, like this is crazy. Like Crocs are on fire. How much was it that the stock at that point?

I don't even, I don't remember exact numbers, but there were so many things that happened during the pandemic, honestly, because the pandemic was one of the biggest changes that we've ever experienced in like consumer behavior of our lifetime. Like all of a sudden the entire world just spent a year in their house.

I don't even, I don't remember exact numbers, but there were so many things that happened during the pandemic, honestly, because the pandemic was one of the biggest changes that we've ever experienced in like consumer behavior of our lifetime. Like all of a sudden the entire world just spent a year in their house.

So like think about all the change that happened when we all just went home for a year. We started, we cared a lot more about cameras on our computers, Logitech, right? That makes all the cameras. Guess what we bought a lot more of? Printers. Interesting. Weird, right? Because all of a sudden we're doing our schoolwork at home now. We're having to print out something, all kinds of stuff.

So like think about all the change that happened when we all just went home for a year. We started, we cared a lot more about cameras on our computers, Logitech, right? That makes all the cameras. Guess what we bought a lot more of? Printers. Interesting. Weird, right? Because all of a sudden we're doing our schoolwork at home now. We're having to print out something, all kinds of stuff.

There were so many things. We started buying camping equipment. One of my biggest trades was Schwinn Bicycle, which was part of a small Canadian publicly traded company. There were lines around every bicycle shop. Remember that? Interesting.

There were so many things. We started buying camping equipment. One of my biggest trades was Schwinn Bicycle, which was part of a small Canadian publicly traded company. There were lines around every bicycle shop. Remember that? Interesting.

remember that the line outside yeah we bought more bicycles during that six month period than like ever uh we bought more campers camper vans people were going camping remember uh more atvs more boats uh i was just basically all i was doing was i was on just reading comments on the internet just seeing what people were buying what they were talking about right

remember that the line outside yeah we bought more bicycles during that six month period than like ever uh we bought more campers camper vans people were going camping remember uh more atvs more boats uh i was just basically all i was doing was i was on just reading comments on the internet just seeing what people were buying what they were talking about right

There was more change than what we've ever experienced in our lifetime. And, like, people were obviously buying Pelotons, right? Shopping at home. Amazon killed it. Shopify killed it. I mean, looking back, it's all obvious stuff. But in the moment, Wall Street was really slow. Like, really slow to pick up on that stuff.

There was more change than what we've ever experienced in our lifetime. And, like, people were obviously buying Pelotons, right? Shopping at home. Amazon killed it. Shopify killed it. I mean, looking back, it's all obvious stuff. But in the moment, Wall Street was really slow. Like, really slow to pick up on that stuff.