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

You're listening to TIP. On today's episode, I'm joined by Sean O'Malley and Daniel Manca to share our top stock ideas for 2026. Sean is pitching Exer NV, which is an indirect way to get exposure to Ferrari through a holding company. Daniel is pitching the Latin American e commerce giant MercadoLibre, which has posted 30% plus top line revenue growth for twenty seven 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 MercadoLibre. 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 Manca. Since 2014 and through more than 180,000,000 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, Clay Finck. Welcome back to The Investor's Podcast. I'm your host, Clay Finck. Today, I'm joined by Sean O'Malley and Daniel Manca, host of TIP's very own intrinsic value podcast. Gentlemen, so great to have you here. Great to be here. 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. So with that, Sean, how about we start with you today? Sean Ellis (zero 50 Three:forty seven): Let's do it. I would say that to call my pitch a success in maybe three to five years from now, if we can look at it as being this kind of weird bet on an overlooked Italian holding company that did actually kind of quietly beat the market for us, largely because we were willing to own Ferrari in a slightly unconventional way. So that's sort of the setup. And yeah, without any further ado, my stock pick today is technically Exer NV, but that is really a proxy for making a discounted bet on Ferrari. So Ferrari is ultimately the company that I'm most interested in. And so I'll explain what I mean by that in a moment, but I should personally disclose that this is a company I've personally invested in, and actually just recently personally invested in. And because I'm in The US though, I can't buy the Dutch shares traded in euros, but I did buy the OTC shares with the ticker EXXRF in The US at a price around $85 So, all right, let me start with a few words on Ferrari first. Matt Spielman (zero fifty three:fifty one): Ferrari to me is one of the most special …