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Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
The Advantages of Tommy Bahama
This brand is kind of punching 50% above its weight if you were just looking at the financials. Earnings per share is up 142% since 2019. There are margins of double the business historically was in the wholesale channel. They've totally flipped the wholesale channel now into direct-to-consumer. It's 80% direct- to- consumer. And it's going to be around for the next 30 years like they have the prior 30 years. So I think valuation will bleed nicely into talking about, I think there's a pretty active short thesis or maybe some sell size don't get the valuation.
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