Chris Camillo

And the ironic thing is that women are better positioned, way better positioned than men to excel at this strategy. are so, women are way deeper into these sectors, fashion, makeup, like, okay, like I was just telling you, the world has become digital and social, right? The best investments come from change. The bigger the change, the bigger the opportunity, right?

And the ironic thing is that women are better positioned, way better positioned than men to excel at this strategy. are so, women are way deeper into these sectors, fashion, makeup, like, okay, like I was just telling you, the world has become digital and social, right? The best investments come from change. The bigger the change, the bigger the opportunity, right?

How do you detect that change in the world? You detect that change through reading conversations. What are people thinking? What are they doing? What do they want? What are they buying? Where are they going? Where are they shopping? Where are they eating? Who talks about this stuff more than anyone else? Who expresses themselves?

How do you detect that change in the world? You detect that change through reading conversations. What are people thinking? What are they doing? What do they want? What are they buying? Where are they going? Where are they shopping? Where are they eating? Who talks about this stuff more than anyone else? Who expresses themselves?

Who expresses their feelings about their interest and what they want to own and what they want to do? Women. Way more than men. Who's listening? Women. Way more than men. Women actually have all of the insight. Women have all of the alpha. They have it. They are just not convinced that they can monetize it. Right?

Who expresses their feelings about their interest and what they want to own and what they want to do? Women. Way more than men. Who's listening? Women. Way more than men. Women actually have all of the insight. Women have all of the alpha. They have it. They are just not convinced that they can monetize it. Right?

I've literally... Like, almost... Like, most of my biggest trades over the past 20 years have come from female and youth trends. Really? Right? Yeah. Why? Because those are the trades where there is the maximum amount of information asymmetry. Where...

I've literally... Like, almost... Like, most of my biggest trades over the past 20 years have come from female and youth trends. Really? Right? Yeah. Why? Because those are the trades where there is the maximum amount of information asymmetry. Where...

The mostly older, whiter, wealthier men who control most of capital markets on Wall Street, they are slow to pick up on that change that's happening. Like I always tell the story about Jeffree Star when he did a YouTube video of the elf primer putty makeup. This was like, I don't know, 10 years ago.

The mostly older, whiter, wealthier men who control most of capital markets on Wall Street, they are slow to pick up on that change that's happening. Like I always tell the story about Jeffree Star when he did a YouTube video of the elf primer putty makeup. This was like, I don't know, 10 years ago.

elf was a drugstore brand it was the cheapest junkiest brand of makeup and he's like this is just as good as the 60 version and i went to walgreens and i just stood there all day and watched moms and kids coming in and they emptied the shelf of elf cosmetics because of this one product And that video got like 11 million views on YouTube.

elf was a drugstore brand it was the cheapest junkiest brand of makeup and he's like this is just as good as the 60 version and i went to walgreens and i just stood there all day and watched moms and kids coming in and they emptied the shelf of elf cosmetics because of this one product And that video got like 11 million views on YouTube.

And I called the Wall Street analyst who covered cosmetics for one of the big three sell-side banks. And I asked the person if they had seen the video. I was like, do you see the Jeffree Star video? And they were like, who's Jeffree Star? They don't even watch YouTube. They don't even know who these people are. They are so out of touch.

And I called the Wall Street analyst who covered cosmetics for one of the big three sell-side banks. And I asked the person if they had seen the video. I was like, do you see the Jeffree Star video? And they were like, who's Jeffree Star? They don't even watch YouTube. They don't even know who these people are. They are so out of touch.

um and that ended up being a monster this is when elf was at seven bucks a share right it went up to like 160 eventually and now it's back down to like 50 60 70 whatever um most of my biggest trades i think probably females knew about that information long before any men generally knew about it

um and that ended up being a monster this is when elf was at seven bucks a share right it went up to like 160 eventually and now it's back down to like 50 60 70 whatever um most of my biggest trades i think probably females knew about that information long before any men generally knew about it

I think just the field of finance, which is associated with the field of investing, historically, there is a misconception that that you need to be a finance head or a math head to do this stuff. Historically, the men in society have always been over that. So it's just a massive misconception.

I think just the field of finance, which is associated with the field of investing, historically, there is a misconception that that you need to be a finance head or a math head to do this stuff. Historically, the men in society have always been over that. So it's just a massive misconception.

And it's just, I thought we would have come out of it 20 years ago when I first started talking about this, but like, It takes a long time for people to break out of it. Like look at what's happened in the workforce with women, right? Like that happened. Like we have now like massively changed like who is in these jobs. Like that's happened, but it hasn't happened yet. in the investor class.

And it's just, I thought we would have come out of it 20 years ago when I first started talking about this, but like, It takes a long time for people to break out of it. Like look at what's happened in the workforce with women, right? Like that happened. Like we have now like massively changed like who is in these jobs. Like that's happened, but it hasn't happened yet. in the investor class.