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 
Chapters 

0:00 Intro 
2:20 OXM overview 
5:00 Tommy Bahama brand strength 
8:55 Could Tommy Bahama follow the LULU brand path? 
16:05 OXM's valuation 
22:10 Did Tommy Bahama over-earn during COVID? 
28:00 OXM management 36:10 Capital Allocation and OXM's recent Johnny Was acquisition 
38:30 CROX HEYDUDE acquisition and learnings for OXM 
43:10 A little more on Tommy Bahama and the California branded hotel 
47:30 OXM's margins and current competitive environment 
53:30 Tommy Bahama's inventory risk