TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 2 January 2026
⏱️ 97 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.9 | On today's episode, I'm joined by Sean O'Malley and Daniel Manka to share our top stock ideas for 2026. |
| 0:09.7 | Sean is pitching Excer NV, which is an indirect way to get exposure to Ferrari through a holding company. |
| 0:16.3 | Daniel is pitching the Latin American e-commerce giant Mercado Libre, which has posted 30% plus topline |
| 0:22.5 | revenue growth for 27 consecutive quarters, and I'm pitching meta, which is a stock I felt |
| 0:28.3 | I've sat on the sidelines on for far too long. Sean and Daniel co-hosts TIP's very own |
| 0:33.9 | intrinsic value podcast. On the show, they do comprehensive research and share a stock |
| 0:39.2 | deep dive every week while publicly building out their intrinsic value portfolio. In the near future, |
| 0:45.0 | they'll be publishing an episode on Exer and Mercado Libre. So if you'd like to learn more about |
| 0:50.2 | these picks, go and follow their show on your favorite podcasting app so you don't miss them. |
| 0:55.0 | With that, I bring you today's episode with my friends, Sean O'Malley and Daniel Manka. |
| 1:03.1 | Since 2014 and through more than 180 million downloads, we've studied the financial markets |
| 1:09.3 | and read the books that influence self-made |
| 1:11.5 | billionaires the most. We keep you informed and prepared for the unexpected. Now for your |
| 1:16.9 | host, Clay Fink. Welcome back to the Investors Podcast. I'm your host, Clay Fink. Today, I'm joined by |
| 1:32.0 | Sean O'Malley and Daniel Manka, host of TIP's very own Intrinsic Value podcast. Gentlemen, |
| 1:38.9 | so great to have you here. Great to be here. Thanks for having us. |
| 1:43.7 | While we're ringing in the new year the day this episode goes live. And today we'll each be sharing our top stock pick for 2026. Of course, these are not intended to be investment recommendations. And we encourage each of the listeners to do their own due diligence before investing in any company. |
| 2:02.6 | So with that, Sean, how about we start with you today? |
| 2:06.7 | Let's do it. |
| 2:07.8 | I would say that to call my pitch a success in maybe three to five years from now, if we can |
| 2:13.7 | look at it as being this kind of weird bet on an overlooked Italian holding company |
... |
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