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TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck

Overview

Shownote

Highlights

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TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck

We Study Billionaires - The Investor’s Podcast Network

Jan 02
We Study Billionaires - The Investor’s Podcast Network

We Study Billionaires - The Investor’s Podcast Network

Jan 02
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

Clay is joined by Shawn O’Malley and Daniel Mahncke to share their top stock ideas for 2026. Shawn is pitching Exor N.V. ($EXO), Daniel is pitching Mercado Libre ($MELI), and Clay is pitching Meta ($META).  IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 0...

Highlights

In this episode, three seasoned investors share their high-conviction stock picks for 2026, diving deep into the financial and strategic rationale behind each opportunity. With a focus on long-term value creation, they explore overlooked market inefficiencies, dominant regional platforms, and tech-driven transformations shaping the future of investing.
02:30
Exor N.V. offers a discounted bet on Ferrari through its 20% ownership stake.
08:03
The Ferrari stake in Exor is worth more than the company's total market cap.
25:16
Exor's net asset value compounded around 18% annually from 2009–2024, outperforming the MSCI World.
42:56
Mercado Libre has achieved 27 consecutive quarters of 30% growth.
58:58
Mercado Libre is exposed to emerging market risks but has a proven management team navigating crises effectively.
1:24:43
Good investing is about picking great companies at fair prices.

Chapters

Intro
00:00
Why Shawn is bullish on Exor NV
01:40
Why Exor trades at a 60% discount to net asset value
04:58
An assessment of Exor’s management team
11:22
Why Daniel is bullish on Mercado Libre
39:57
An overview of the competitive landscape for MELI
49:49
Why Clay is bullish on Meta
1:08:57

Transcript

Clay Finck: You're listening to TIP. On today's episode, I'm joined by Shawn O'Malley and Daniel Mahncke to share our top stock ideas for 2026. Sean is pitching XRNV, which is an indirect way to get exposure to Ferrari through a holding company. Daniel is ...