#309: 2 Legacy Stocks for Long-term Investing

#309: 2 Legacy Stocks for Long-term Investing

From Stock Club by MyWallSt

April 30, 2026 · 44 min · Episode 309

About this episode

The episode discusses two legacy stocks, Intel and Berkshire Hathaway, focusing on their recent performance and leadership changes.

With all the talk of IPOs and upstarts, it’s a great time to remember that legacy players can still pack a punch. This week, we look at two companies that have been on public markets for decades and have been all over the headlines lately: Intel(NASDAQ: INTC) and Berkshire Hathaway (NYSE: BRK.B). Intel has been on the Stock Club radar for about nine months, when it was first pitched by Clem Chambers. Since then, it’s up more than 270%, driven by many of the factors he predicted like outsized chip demand, a push to deconsolidate manufacturing capacity, and increased government investment. It’s a pretty monumental occasion, considering this is the first time Intel has reached an all-time high since the dot-com bubble. In its most recent quarter, Intel reported revenue of $13.6 billion, well above estimates of $12.4 billion, while also delivering a significant expansion in gross margins and raising its revenue forecast. Definitely a stock worth a look if you can get past the valuation. Berkshire is in the news for a completely different reason: its new CEO, Greg Abel. While Abel assumed the role in January, this will be his first annual meeting – arguably Berkshire’s most beloved…

Topics covered

  • long-term investing
  • legacy stocks
  • market analysis
  • CEO transition
  • financial performance

Keywords

  • Intel
  • Berkshire Hathaway
  • Clem Chambers
  • Greg Abel
  • long-term investing
  • stock performance
  • financial analysis

Mentioned in this episode

Organizations: Intel, Berkshire Hathaway

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