TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
In this episode of The Investor's Podcast, Clay Finck is joined by Shawn O'Malley and Daniel Mahncke, co-hosts of TIP's Intrinsic Value Podcast, to discuss their top stock picks for 2026. Shawn pitches Exor N.V. as a discounted way to invest in Ferrari, highlighting the holding company's significant discount to net asset value. Daniel presents Mercado Libre, the Latin American e-commerce giant, emphasizing its consistent revenue growth and dominant market position. Clay shares his long-awaited investment in Meta, focusing on the company's AI-driven advertising capabilities and growth potential. The discussion covers the strengths, risks, and valuation of each stock, providing listeners with insights into potential investment opportunities.
Part 1: Introduction, Exor N.V. Pitch
Part 2: Mercado Libre Analysis
Part 3: Meta, AI, Future Outlook
Part 4: Conclusion, Community
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