About this 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).
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.
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.
Learn how to join us in Omaha for the Berkshire meeting ??here??.
Check out The Intrinsic Value Podcast.
Check out The Intrinsic Value Newsletter.
Check out The Intrinsic Value Community.
Related Episode: TIVP050: Portfolio Review: Performance & New Positions.
Follow Clay on ??LinkedIn?? & ??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
