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

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) Intro

(1:40) Constellation Software Update

(33:09) RH Update

(52:42) Conclusion

-*-*-*-*-*-*-*-*-*-*-

Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!

Sign up for Speedwell's free newsletter and weekly memos here

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at [email protected] for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

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/