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4min chapter
Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
Crocs' Acquisition of Hey, Dude
The company has 200 million of cash on the balance sheet. They haven't made an acquisition in quite a while. Crocs pays two and a half billion dollars for Hey, dude; about 15 times ev to even four times revenue. The missing the multiple for these brands is it's pretty big. Do you think we've joked about this company being named Oxford a few times? It does strike me monster energy drink was it was, it still might be the best performing stock of this century.
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