AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
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.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode