Dialogue. Constellation Software AGM and RH 1Q25 Update

On this episode we talk Constellation Software and RH!

Listen to our full company-specific episodes on Constellation Software and RH in our feed if you haven't already!

*Note* After this recording we switched how we record our podcasts, so you should enjoy better sound quality in the future!

Memo Mentioned: The Investment Matching Principle

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Show Notes

(0:00) Intro

(1:40) Constellation Software Update

(33:09) RH Update

(52:42) Conclusion

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/