AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
The Importance of a Premium Brand
We like this business to be very well capitalized. They're not opening up new locations that much. So there really is no, you know, upfront capital investment here. There's almost no stock face compensation in this business either. I think Brandon mentioned earlier, this makeshift that's occurred is a permanent structural change. In fact, there's actually some tailwinds to this being moderation cotton prices, freight costs, moderation, they're shipping a lot by air last year to meet inventory and short notice. Now that's going to go by freight, freight rates have also declined. We're looking at a margin profile that I think that is sustainable if not will increase. And next couple of
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode