Mikhail is a financial analyst and global macro strategist with active market experience since 2010. He began his career as an analyst at several brokerage firms in Russia before relocating to Ukraine, where he worked at a leading brokerage and later served as the Lead Financial Expert at Minfin.com.ua, the country’s premier financial media portal. Previously, Mikhail was also a contributing author on Seeking Alpha.

His analytical approach sits at the intersection of macroeconomics and fundamental corporate valuation. Rather than relying solely on retrospective financial metrics, he focuses on uncovering the core “growth idea” of a business. I evaluate companies based on their future potential and structural connection to broader macroeconomic trends, operating on the principle that a company’s success is deeply tied to the global economic environment rather than its past performance alone.

While Mikhail studied economics at Yakutsk State University, he considers himself primarily self-taught. The practical realities of the market have been his greatest teacher, and his core understanding of global economics stems directly from continuous self-education and over a decade of hands-on analytical work.