Berkshire Hathaway Inc. Class B (BRK-B) — closed signal from July 16, 2025
Partial Published before the outcome was known, scored automatically when the window closed on October 14, 2025 — +5% at the close.
Predicted vs. what happened
What happened
Reached 75% of the predicted growth at its peak, without hitting the target.
The thesis — published July 16, 2025
The price has dropped to a level where Warren Buffett often buys back shares, shrinking supply. A rare oversold reading says most sellers are gone. Big investors remain upbeat, and earnings on Aug 2 should reveal very strong insurance profits. After similar dips, the stock usually bounces 6-8% within two months, so a move toward about $510 (roughly 10% higher) looks realistic with little company risk.
Primary drivers
- Company buys its own shares at this price, reducing shares available.
- A rare oversold reading suggests the drop may be near an end.
- Aug 2 earnings should highlight record cash from insurance business.
- Very positive mood shows big investors are using the dip to add shares.
How it played out
BRK-B: thesis partly played out but target was missed
Lyra published BRK-B on 2025-07-16 at $472.18. The thesis expected 10% growth toward $519.40. It pointed to possible buybacks at that price level, an oversold reading, expected insurance profit strength around Aug 2 earnings, and upbeat large-investor mood around the dip.
Inside the 2025-07-16 to 2025-10-14 window, BRK-B rose to $507.66 on 2025-09-05, a 7.5% peak gain. It never reached $519.40. The signal ended at $495.97. The direction was right, but the target was missed. This was a partial play-out, not a full hit.
What happened during the window
On Aug. 2, 2025, Berkshire reported second-quarter results and a Kraft Heinz write-down. The company also reported that it did not repurchase shares in the quarter.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.