Clay is joined by Shawn O’Malley and Daniel Mahncke to share their best stock ideas for 2026. Shawn pitches Exor NV ($EXO), Daniel pitches Mercado Libre ($MELI), and Clay pitches Meta ($META). IN THIS EPISODE YOU WILL LEARN: 00:00:00 – Intro 00:01:40 – Why Shawn is bullish on Exor NV 00:04:58 – Why Exor is trading at a 60% discount to net asset value 00:11:22 – An assessment from Exor’s management team 00:39:57 – Why Daniel is bullish on Mercado Libre 00:49:49 – An overview of the competitive landscape for MELI 01:08:57 – Why Clay is bullish on Meta Disclaimer: There may be slight differences in the timestamps due to differences in podcast platforms. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle and the other community members. Find out how you can join us in Omaha for the Berkshire meeting here. Check out the Intrinsic Value Podcast. Then view the Intrinsic Value Newsletter. Consider the Intrinsic Value Community. Related Episode: TIVP050: Portfolio Overview: Performance and New Positions. Follow Clay on LinkedIn and X. Follow Shawn on LinkedIn & X. Follow Daniel on LinkedIn & X. Related Books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter at valuing companies in just a few minutes a week with our newsletter, Intrinsic value Newsletter . Check out our We Study Billionaires Starter Packages . Follow our official social media accounts: (Twitter) | Link edIn | Inst agram | Face book | Tik Tok . Browse all our episodes (complete with transcripts) he re . Try our tool for picking stock winners and managing our portfolios: TIP Finances Tools . Enjoy exclusive benefits from our favorite Applications and Services . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Netsuite Fundrise Reference to third-party products, services, or advertisers does not constitute an endorsement, and The Investors Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your advertising choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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