Episode notes
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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