Half Moon Capital on Oxford Industries $OXM from Yet Another Value Podcast

Half Moon Capital on Oxford Industries $OXM

1 hour 6 minutes Posted Dec 5, 2022 at 2:35 pm.

Intro 

OXM overview 

Tommy Bahama brand strength 

Could Tommy Bahama follow the LULU brand path? 

OXM's valuation 

Did Tommy Bahama over-earn during COVID? 

OXM management 36:10 Capital Allocation and OXM's recent Johnny Was acquisition 

CROX HEYDUDE acquisition and learnings for OXM 

A little more on Tommy Bahama and the California branded hotel 

OXM's margins and current competitive environment 

Tommy Bahama's inventory risk

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Show notes

The team from Half Moon Capital, Eric DeLamarter and Brandon Carnovale, come on the pod to discuss their thesis on Oxford Industries (OXM). OXM owns the Tommy Bahama and Lily Pulitzer brands, and Half Moon thinks the market is underestimating the strength of those brands for a variety of reasons.

Half Moon's OXM thesis: https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:aec0338f-33d0-4e35-b956-ac6aa024167a?viewer%21megaVerb=group-discover

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