Castelnau Group · Analyst Insights
Thought Pieces
Each quarter, one of Phoenix's analysts writes on an idea shaping how we invest.
The archive
Q1 2026
On Dogma
By Alex Campbell · 6 min read
Q4 2025
Reality Bytes
By Mark Power · 11 min read
Q3 2025
Control Freaks
By Mark Power · 8 min read
Q2 2025
Game Changer
By Kartik Kumar · 5 min read
Q1 2025
Moat Race
By Mark Power · 5 min read
Q4 2024
Minority Report
By Mark Power · 6 min read
Q3 2024
Razor and Blades
By Mark Power · 8 min read
Q2 2024
Executor of Will
By Mark Power · 5 min read
Q1 2024
Size Matters
By Mark Power · 7 min read
Q4 2023
Quality Escape
By Mark Power · 6 min read
Q3 2023
The Long Game
By Mark Power · 5 min read
Q2 2023
Culture
By Mark Power · 13 min read
Q4 2022
Customer-centricity
By Mark Power · 6 min read


