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Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
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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