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.
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.
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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.