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Burberry Group PLC

1 letter discussing BRBY. Everything written about it on this site is on its ticker page.

Smead Capital Management 3Q26 International Value Strategy Newsletter: Being Greedy When Mr. Market Doesn’t Understand Cenovus is held as oil-sands consolidation, high returns on capital and buybacks support a premium valuation despite lower oil-price scenarios. UniCredit is positioned to consolidate Commerzbank and potentially Alpha Bank, while the strategy waits for market recognition of Autotrader, Burberry and West Fraser Timber. 3Q26 CVE $61BUCG $29B