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