Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
The Importance of Insider Ownership Management
I think we really like management. I've been very disciplined capital out of theaters. We know where the capital is going and they haven't made, you know, blenders acquisitions in the past. These are all been logical fits. They can deploy their strategy to these new brands that are acquiring,. You know, grow them with that playbook. And I think we'll start to see that with Johnny Woz as they have with prior brands required.
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