Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
Tommy Bonner's First Look
Sally Kohn: I'm just looking at their website off the corner of my eye. And it's, you know, everything on there, we're talking the Thursday after Black Friday. So lots of brands are still doing lots of discounting, trying to get those Christmas sales. But they do that every year, kind of like regardless of what's going on. They'll be profitable even if you only spend that $50 gift card, but they're hoping they get that it encourages a repeat visit and a big basket.Kohn: Just, I love capital returns. I love capital allocation. As you mentioned, Johnny was acquisition that got plenty of cash. He could continue share
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