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/episodes/top-stocks-for-2026-w-shawn-omalley-daniel-mahncke-clay-finck/ 🤝 Network with like-minded value investors and get new stock ideas by joining the TIP Mastermind Community. https://www.theinvestorspodcast.com/mastermind/ 💎 Explore a new business weekly and decide if it deserves a spot in your portfolio. https://www.theinvestorspodcast.com/intrinsic-value-podcast/ ▶️ Related Episodes: - Intrinsic Value Portfolio Review: Performance and New Positions: https://youtu.be/VcavH2tTIp4 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #StockPicks #ValueInvesting #LongTermInvesting #StockMarketAnalysis #InvestmentIdeas