TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck
We Study Billionaires - The Investor’s Podcast Network
Exor upside scenarios and IRR modeling
Shawn presents bear, base, and bull cases modeling NAV growth, discount compression, and expected returns.
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).
IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:40 - Why Shawn is bullish on Exor NV 00:04:58 - Why Exor trades at a 60% discount to net asset value 00:11:22 - An assessment of 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: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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