Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
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The Bear Thesis on the City of Oxford
I think one interesting thing about these guys is they're 96% North America. That's the highest of that comp group. So you're not taking your for Asia or China risk right now. A lot of it is, are you selling into the apartment stores where you don't control the pricing or are you controlling the customer? And I think what we've seen as these guys have continued to deliver, you know, I think our big catalyst was, oh, city is going to flip from a cell to a buy. They sell the neutral and the stock went down 3%. We didn't really get the valuation we were looking for. But we started to see the narrative shift towards, okay
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