Chris Camillo
speaker
3,317 appearances
5 recordings
2 series
first heard May 2025
last heard 13 Sep
Chris Camillo’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 2.
Appearances
Okay.
Um, one of the things that I do.
that I think I don't get enough credit for is I will always spend more time trying to understand the other side of my trades than I do my own thesis.
So I've spent more time this year trying to understand why people are not excited about Amazon and why they might even be short hyperscalers in Amazon than I have with my own thesis.
Because
In order for you to gain real conviction on a trade, you have to understand the other side of the trade.
Because once you understand why people disagree with you.
you can now make a proper assessment of whether you think they're right or wrong.
But you got you gotta hear 'em out.
Like and and that's really meaningful.
So
You should listen to me because I have, you know, I have really strong takes.
I do a tremendous amount of work on my high conviction trades.
There are very few people right now that will spend fifty to a hundred hours researching a single trade.
And if you could find those people, I I'm gonna listen to every one of them that I know do that.
Right.
So like
I'm gonna hear 'em out.
Actually insane.
Because if you don't develop your own sense of conviction.
Showing 541–560 of 3,317 · page 28 of 166
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