TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck
TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck
TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck
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.
Shawn O’Malley highlights Exor N.V., a Dutch holding company trading at a 60% discount to net asset value despite its valuable stakes in Ferrari, Stellantis, and Juventus. He attributes the discount to conglomerate complexity but sees strong upside as management improves transparency and executes buybacks. Daniel Mahncke champions Mercado Libre as Latin America’s leading e-commerce and fintech ecosystem, benefiting from low market penetration, proprietary logistics, and an integrated payments platform that drives sustainable growth. Clay Finck makes the case for Meta, arguing that its shift toward AI-powered advertising has unlocked new efficiency and profitability across its apps. Despite Metaverse-related skepticism, he views Meta as undervalued given its cash flow strength, share repurchases, and emerging monetization paths in WhatsApp and AI infrastructure.
02:30
02:30
Exor N.V. offers a discounted bet on Ferrari through its 20% ownership stake.
08:03
08:03
The Ferrari stake in Exor is worth more than the company's total market cap.
25:16
25:16
Exor's net asset value compounded around 18% annually from 2009–2024, outperforming the MSCI World.
42:56
42:56
Mercado Libre has achieved 27 consecutive quarters of 30% growth.
58:58
58:58
Mercado Libre is exposed to emerging market risks but has a proven management team navigating crises effectively.
1:24:43
1:24:43
Good investing is about picking great companies at fair prices.
