Company Areas

management x 5
earnings x 65
competition x 6
pricing x 3
product-developments x 5
market x 10
derived-data x 1
technical-analysis x 1
news x 15

Crypto

bitcoin x 1

Geographies

united-states x 81
europe x 18
china x 5
germany x 2

Industries

banking x 10
automotive x 14
real-estate x 5
electric-vehicles x 2
travel x 1
music x 1
advertising x 1

Macroeconomics

inflation x 12
gdp x 25
dollar x 7
debt x 16
politics x 3
geopolitics x 4
quantitative-tightening x 1
corporate x 6
nber-indicator x 5
consumer x 9
labor-market x 10
liquidity x 9
monetary-policy x 2
fiscal-policy x 1

Non-Portfolio

vonovia x 2
etf x 3

Opinions

analyst x 19

Portfolio

sixt x 18
meta-platforms x 26
upwork x 14
volkswagen x 37
deutsche-wohnen x 9
1u1 x 14
spotify x 11
moritz-portfolio x 17
watchlist x 6
trades x 6

Quarters

q2-23 x 9
q3-23 x 10
q4-23 x 9

Workflow

aron
discussions x 4
tools x 2
methodology x 2
guideline x 1
feedback x 4
scenarios x 2
wiki x 1
proposal
priorities x 1

Other Tags

q4-24 x 6
q1-24 x 8
off-topic x 1
decision x 1
trade x 6
valuation-model x 3
immigration x 2
briefing x 2
marketing x 1
q2-24 x 7
election x 1
japan x 2
acquisition x 1
q3-24 x 8
opex x 1
archive x 1
crypto x 4
on-chain x 2
regulation x 2
correlations x 1
solana x 3
eth x 1
ai x 1
fed x 2
global x 3
trump x 1
cta x 1
retail x 1
sentiment x 3
btc x 1
tariffs x 2
treasuries x 3
sme x 1
tax x 1
q1-25 x 5
opinion x 1
gold x 1
dating x 1
match-group x 1
bumble x 1