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Half Moon Capital on Oxford Industries $OXM

Yet Another Value Podcast

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How to Maintain a Model for Your Business

Dlopa: Our customers generally fall into four buckets. The first bucket and probably our biggest bucket are hedge funds. Second bucket are long-known needs to come mutual funds. Third bucket is investment banks, primarily in the equity research division. Fourth bucket is private equity. We have customers building an industry model for every single software company.

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