Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
Tommy Bahama: A Luxury Brand
I think Tommy Bahama is a fun brand. I was there for Father's Day, which is their key selling day. This is like their vacation where on Cyber Monday, I think they, cruise booking 50 percent. So there's some really interesting drivers here that have obviously allowed them to grow at 20 percent when initially consensus was looking for low single digits.
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