People Signals · media seeded
Chris Camillo
Public investor associated with social-arbitrage research and occasional high-conviction position discussions.
No performance verdict. This profile records public statements. It does not establish current holdings, exact executions, or a profitable follow strategy.
Method
How this profile is tracked
Track only dated, asset-specific public statements. Separate a thesis, a claimed position change, and independently verified execution.
Historical · recounted 2011Retrospective account
Snapple
shortedCamillo said that as a teenager he noticed Snapple losing shelf space at a convenience store, bought put options, and roughly tripled a $300 stake after an earnings miss. This illustrates the origin of his method, but it was documented retrospectively and cannot be scored as a prospectively captured signal.
Tearsheet interview ↗self reported trade
2026-05-2400:07:34
Amazon
AMZNaddedEpisode chapter describes trimming another position and loading up on Amazon. Execution details are not yet independently verified.
The Iced Coffee Hour episode ↗publicly discussed
2026-05-2400:07:34
publicly discussed
2026-05-2400:12:50
publicly discussed
2026-05-2400:22:46
publicly discussed
2026-05-2400:28:44
SanDisk
SNDKbullishThe episode chapter presents a high-conviction memory-chip thesis. Position and entry evidence remain unverified.
The Iced Coffee Hour episode ↗publicly discussed
Executable strategy · SPECIFICATION FROZEN
Chris Camillo Public-Position Tracker
Test whether explicit, public position disclosures can be followed profitably after they become available to everyone.
CCPTFrozen 2026-07-20No performance verdict
- Entry
- Enter long only after an explicit first-person statement that a listed stock was bought, added, or is currently owned. A bullish thesis or watchlist mention does not qualify.
- Sizing
- Equal-weight eligible active positions, capped at 20% each. Hold unused allocation in cash. No leverage, margin, options, or inferred position sizes.
- Trim
- Reduce the model position by 50% after an explicit trim disclosure when the disclosed amount is unknown.
- Exit
- Exit after an explicit full sale, a bearish reversal, or 180 calendar days without a qualifying position update.
- Execution
- Use the next regular-session open after the source is public. Apply a 10-basis-point entry cost and a 10-basis-point exit cost.
- Benchmark
- SPY total return over identical capital-weighted holding windows
- Excluded
- Retrospective trade stories · Private or paid-room calls without a durable timestamp · Unlisted assets · General market forecasts · Tier lists without an ownership statement
Validation boundary
What happens next
- Confirm each item against the original recording and the investor's own dated channels.
- Classify thesis, claimed position, add, trim, exit, and correction separately.
- Use the first market price after public release—not a private or estimated entry.
- Track all calls prospectively, including abandoned ideas and losses.
- Publish a verdict only after a frozen sample and chronological holdout.