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

Описание: 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).

What you'll learn here:
00:00:00 - Intro
00:01:06 - Shawn’s pitch: Exor NV
00:06:04 - Why Exor is trading at a 60% discount to NAV
00:11:16 - Assessing Exor’s management team
00:35:05 - Exor’s biggest risks
00:39:20 - Daniel’s pitch: Mercado Libre
00:49:27 - Mercado Libre’s competition
01:05:11 - Clay’s pitch: Meta
01:08:54 - Why Meta is an AI beneficiary
01:31:18 - The Intrinsic Value Podcast
01:34:20 - Final hand-off

Transcript & Guest Info: https://www.theinvestorspodcast.com/e...

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