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Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
The Rise of Crocs
Thomas Lee is the founder of Delupa, a company that automates data entry for retailers. He and his co-founders are big fans of Crocs because they can be really cool one year then not so cool next year. Thomas: "It almost feels like magic to our users because what you're doing there is open up your earnings season"
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