Chris Camillo
๐ค SpeakerAppearances Over Time
Podcast Appearances
I can't even tell you how many phone calls I did with, like, literally, like, people that sold ATVs or, like, jet skis. And they were like... never experienced anything like this. And I'm like, why is Sea-Doo not going up? Like the company, it's like Sea-Doo, right? Like that was one of my big trades. Really? Just see, like there were a hundred of them.
I can't even tell you how many phone calls I did with, like, literally, like, people that sold ATVs or, like, jet skis. And they were like... never experienced anything like this. And I'm like, why is Sea-Doo not going up? Like the company, it's like Sea-Doo, right? Like that was one of my big trades. Really? Just see, like there were a hundred of them.
So during the year of the pandemic, I don't know, maybe your audience doesn't know this, but during the year of the pandemic, I turned a four and a half million dollar brokerage account into 35 million. Holy. Yeah. So yeah, just doing that, just literally doing that, not doing anything sophisticated, just like, oh my gosh, people are all buying bicycles.
So during the year of the pandemic, I don't know, maybe your audience doesn't know this, but during the year of the pandemic, I turned a four and a half million dollar brokerage account into 35 million. Holy. Yeah. So yeah, just doing that, just literally doing that, not doing anything sophisticated, just like, oh my gosh, people are all buying bicycles.
That company 7X, it went up 7X from where it was, 7 or 8X. So this is not like trading derivatives or options. Like the actual company itself went up 700% in a very short period of time, as did Peloton, as did so many of these companies that had never experienced that type of growth.
That company 7X, it went up 7X from where it was, 7 or 8X. So this is not like trading derivatives or options. Like the actual company itself went up 700% in a very short period of time, as did Peloton, as did so many of these companies that had never experienced that type of growth.
So I'll summarize for you what I do, but if you want to go in really deep, my book is very personal. It's very old. It's like 15 years old now. Jack Schwager wrote a book called Unknown Market Wizards where he spent, I think, a decade researching the top markets retail traders in the world.
So I'll summarize for you what I do, but if you want to go in really deep, my book is very personal. It's very old. It's like 15 years old now. Jack Schwager wrote a book called Unknown Market Wizards where he spent, I think, a decade researching the top markets retail traders in the world.
And I was really fortunate to be one of the five equity traders that trade stocks to be included in the book. He wrote a 35 page chapter on my methodology and he really goes in deep to my process. Okay. but at a very high list, but it's called Unknown Market Wizards. And I don't make any money when he sells books, but he spent two days interviewing me. It was nuts.
And I was really fortunate to be one of the five equity traders that trade stocks to be included in the book. He wrote a 35 page chapter on my methodology and he really goes in deep to my process. Okay. but at a very high list, but it's called Unknown Market Wizards. And I don't make any money when he sells books, but he spent two days interviewing me. It was nuts.
And he has interviewed every hedge fund manager in the world pretty much for the last 40 years. And he's seen it all. But basically what I do is I surface some big change that's happening in the world. It could be a change to consumer behavior, to culture, to technology. politics, it could be a change in the weather.
And he has interviewed every hedge fund manager in the world pretty much for the last 40 years. And he's seen it all. But basically what I do is I surface some big change that's happening in the world. It could be a change to consumer behavior, to culture, to technology. politics, it could be a change in the weather.
Like one of my big trades back in the day was a company called Beacon Roofing because I would monitor every spring the number of people that were searching the word roof repair on Google. And I literally would go, I'd had 10 years of history and every year it would spike roof repair, right?
Like one of my big trades back in the day was a company called Beacon Roofing because I would monitor every spring the number of people that were searching the word roof repair on Google. And I literally would go, I'd had 10 years of history and every year it would spike roof repair, right?
And one year, the hail storms hit populated areas at such a high degree that the word roof repair was triple anything I'd ever seen before. Well, it takes the insurance industry, I think, like a full month to print the report of insurance claims that Wall Street uses to trade companies like Beacon Roofing. They're like the largest roofing supply company in the country.
And one year, the hail storms hit populated areas at such a high degree that the word roof repair was triple anything I'd ever seen before. Well, it takes the insurance industry, I think, like a full month to print the report of insurance claims that Wall Street uses to trade companies like Beacon Roofing. They're like the largest roofing supply company in the country.
But I had access to that information within 24, 48 hours of the big hail storms. Interesting. And the reason why it's hard to assess hail damage is because you could have really big hail storms, but if they don't hit highly populated areas, they don't matter. If they hit a highly populated area and destroy a bunch of roofs, that does a bunch of roof damage.
But I had access to that information within 24, 48 hours of the big hail storms. Interesting. And the reason why it's hard to assess hail damage is because you could have really big hail storms, but if they don't hit highly populated areas, they don't matter. If they hit a highly populated area and destroy a bunch of roofs, that does a bunch of roof damage.
That increases sales for the company that makes most of the roofing materials in the United States, Beacon Roofing. And so that's just one random example of a trade.
That increases sales for the company that makes most of the roofing materials in the United States, Beacon Roofing. And so that's just one random example of a trade.