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

01 January 2026

On today’s episode, 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). 

Shawn and Daniel co-host The Intrinsic Value Podcast. On the show, they do comprehensive research and share a stock deep dive every week while publicly building out their Intrinsic Value Portfolio.

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IN THIS EPISODE, YOU’LL LEARN:

  • Why Shawn is bullish on Exor NV
  • Why Exor trades at a 60% discount to net asset value
  • An assessment of Exor’s management team
  • Why Daniel is bullish on Mercado Libre
  • An overview of the competitive landscape for MELI
  • Why Clay is bullish on Meta
  • And so much more!

Disclosure: This episode and the resources on this page are for informational and educational purposes only and do not constitute financial, investment, tax, or legal advice. For full disclosures, see link.

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

[00:00:00] Clay Finck: On today’s episode. I’m joined by Shawn O’Malley and Daniel Mahncke to share our top stock ideas for 2026. Shawn is pitching Exor NV, which is an indirect way to get exposure to Ferrari through a holding company. Daniel is pitching the Latin American e-commerce giant Mercado Libre, which has posted 30% plus top line revenue growth for 27 consecutive quarters.

[00:00:22] Clay Finck: And I’m pitching Meta, which is a stock I fell I’ve sat on the sidelines on for far too long. Shawn and Daniel co-host t’s very own intrinsic value podcast on the show. They do comprehensive research, share a stock deep dive every week while publicly building out their intrinsic value portfolio. In the near future, they’ll be publishing an episode on Exor and Mercado Libre.

[00:00:45] Clay Finck: So if you’d like to learn more about these pics, go and follow their show on your favorite podcasting app so you don’t miss ’em. With that, I bring you today’s episode with my friends Shawn O’Malley and Daniel Mahncke.

[00:01:00] Intro: Since 2014, and through more than 180 million downloads, we’ve studied the financial markets and read the books that influenced self-made billionaires the most. We keep you informed and prepared for the unexpected. Now for your host, Clay Finck.

[00:01:24] Clay Finck: Welcome back to The Investor’s Podcast. I’m your host, Clay Finck. Today I’m joined by Shawn O’Malley and Daniel Mahncke, host of TIP’s very own Intrinsic Value Podcast gentlemen, so great to have you here.

[00:01:37] Shawn O’Malley: Great to be here.

[00:01:39] Daniel Mahncke: Thanks for having us.

[00:01:40] Clay Finck: While we’re ringing in the new year, the day this episode goes live, and today, we will each be sharing our top stock pick for 2026.

[00:01:50] Clay Finck: Of course, these are not intended to be investment recommendations, and we would encourage each of the listeners to do their own due diligence before investing in any company. So with that, Shawn, how about we start with you today?

[00:02:03] Shawn O’Malley: Let’s do it. I would say that to call my pitch a success and maybe three to five years from now, if we can look at it as being this kind of weird bet on an overlooked Italian holding company that did actually kind of quietly beat the market for us, largely because we were willing to own Ferrari in a slightly unconventional way.

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