Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
The Normalization of the Business of Manifest
Andrew Keen: I think the funny thing is people here, so look at Oxford apparel and say, I don't want to own a contract manufacturer for. So it's like them rate that company raising guidance, they remove the stock either. The name we, whenever we discuss with others, they've never heard of it or they're familiar with Tom,. And again, you know, how does that get rectified? Keen: They're going to be doing an investor day next year. They improve some of that outreach. You know, it's a great story.
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