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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · 2026-01-02 · 96 min · 17,410 words

TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck

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You're listening to TIP. On today's episode, I'm joined by Sean O'Malley and Daniel Monca to share our top stock ideas for 2026. Sean is pitching XerNV, which is an indirect way to get exposure to Ferrari through a holding company. Daniel is pitching the Latin American e-commerce giant Mercado Libre. which has posted 30% plus top line revenue growth for 27 consecutive quarters, and I'm pitching Meta, which is a stock I felt I've sat on the sidelines on for far too long.

Sean and Daniel co-hosts TIP's very own intrinsic value podcast. On the show, they do comprehensive research, and share a stock deep dive every week while publicly building out their intrinsic value portfolio. In the near future, they'll be publishing an episode on EXER and Mercado Libre, so if you'd like to learn more about these picks, go and follow their show on your favorite podcasting app so you don't miss them. With that, I bring you today's episode with my friends Sean O'Malley and Daniel Monca.

Since 2014 and through more than 180 million downloads, we've studied the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected. Now for your host, Blay Fink. Welcome back to the Investors Podcast. I'm your host, Clay Fink.

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