Berkshire Hathaway Inc. Class B (BRK-B) — closed signal from July 15, 2025
Partial Published before the outcome was known, scored automatically when the window closed on October 13, 2025.
Predicted vs. what happened
What happened
Reached 66% of the predicted growth at its peak, without hitting the target.
The thesis — published July 15, 2025
After a recent 10 % drop, the stock is now near its long-term trend line, a spot that sparked strong rebounds in 2020 and 2024. The company is sitting on $188 billion in cash that earns over 5 % interest, and it will start buying back shares if the price falls much more, which helps set a solid floor. Train and insurance profits are improving, news of a 149 % five-year gain keeps excitement high, and August results should show more income from its insurance float, so a move back toward $521 in the next three months looks reasonable.
Primary drivers
- Stock is the most oversold since Oct 2024 while resting on its long trend line.
- $188 billion cash earning 5 %+ gives firepower for buybacks and deals.
- Insurance arm expected to show better profit margins in early-August report.
- Five-year gain of 149 % keeps investors enthusiastic and buying interest strong.
How it played out
BRK-B: target was not reached
Lyra published BRK-B at $476.31 on 2025-07-15 with expected growth of 10 %. The thesis pointed to a recent 10 % drop, support near a long-term trend line, $188 billion in cash earning over 5 %, possible buybacks, improving train and insurance profits, a 149 % five-year gain, and August results.
Inside the window, the stock rose, but it never reached $523.94. Its peak was $507.66 on 2025-09-05, a 6.6 % gain. It ended at $491.93 on 2025-10-13. The thesis partly played out because the price rose, but the target was missed.
What happened during the window
On August 2, 2025, Berkshire Hathaway reported second-quarter results. AP reported that profit fell to $12.37 billion and that Berkshire recorded a $3.76 billion writedown on its Kraft Heinz stake. Barron's reported the same day that operating profit fell 4 % to $11.2 billion, cash was $344 billion, and Berkshire did not buy back shares in the quarter.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.