Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
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The Double Whammy of Tommy Bahama
The Tommy Bahama brand is not a faz story that it's staying on strength. The company has paid a dividend for like 40 or 50 years consecutively and obviously with their cash flow, they can you do that. It's 65, like they were paying a dividend as a contract manufacturer. They've been doing this for a long time. And I think we like to reference the family guy, spoof of it. We're seeing a lot of discounting starting from kind of the lower end where there's plenty of other options out there.
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