Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
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The Rise and Fall of Lulu Lemon
Tommy Bahama's financials are growing, you know, almost as fast at least. They're not opening up new locations. It's e-commerce driven retail revenue from 2019 today is actually flat. And they have what Lulu lemon doesn't have is the royalty income. 100% and I think next couple quarters, it'll really kind of come to bear and illustrate that,. just proving that short thesis or the skepticism that kind of overlays the valuation.
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