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


