Bill Mann
4 picks
A macro lens on valuation, volatility, and patient long-term compounding.
The Market Bar, Dublin • 27 August 2026
For everyone who wasn’t in the room
Twenty-six stocks from one day in Dublin
Eight investors took the stage at Investicon 2026 and shared the stocks they would research today. The Full Report gathers every pick, with the reasoning behind it.
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Investicon 2026: every stock pick, explained
8 speakers • 26 companies
Inside the report
Every speaker, every pick, and why they chose it
Eight investors took the stage at Investicon 2026 and shared the stocks they would research today. The Full Report gathers every pick, with the reasoning behind it.
Jason R. Safran
3 picks
An allocator’s framework for underwriting quality and downside resilience.
Eric Bleeker
3 picks
A practical map of AI infrastructure bottlenecks and where value accrues.
Mary Margaret Frank
2 picks
A rigorous checklist for enduring franchises through changing cycles.
Pieter Slegers
4 picks
Concentrated quality investing built on returns on capital and reinvestment.
Emmet Savage
4 picks
Inflection-point growth ideas where product edge meets expanding distribution.
Mike O’Mahony
3 picks
Underfollowed opportunities shaped by ownership structure and capital discipline.
David Gardner
3 picks
A closing case for long-term optimism and Rule Breaker thinking in decades.
Special Investicon Podcast
Emmet Savage and Mike O’Mahony call out their highlights from the day and the stocks that really stood out for them.
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The closest thing to having been there
Full speaker playbook
Every session distilled into clear, speaker-by-speaker notes.
All 26 picks with context
Every company paired with rationale and “what to watch” prompts.
Research-ready structure
Built for practical follow-up, from first pass to deeper due diligence.
Instant digital access
Checkout once and access the report immediately.
From those who were there
“It was one of the best conferences that we have attended — we absolutely loved it.”
“A privilege attending what was a stellar event.”
“I enjoyed it very much and look forward to meeting you guys again next year.”
Questions
How do I get access?
Immediately after checkout, you’ll be directed to the report access page and receive a confirmation email with your access details.
How does early-bird access work?
Your purchase includes immediate early access to the full Investicon 2026 report package at the current price, saving you €600 versus the future list price.
Is this investment advice?
No. This report is educational and informational only. It is not financial advice or a recommendation to buy or sell any security.