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Mikhail Zavaraev
Zavaraev Mikhail

Zavaraev Mikhail

Writes about:

    Alibaba Group Holding Limited

    BABA
    5

    PayPal Holdings, Inc.

    PYPL
    5

    Alibaba Group Holding Limited

    9988.HK
    5
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Articles: 12

The semiconductor division will remain Samsungs main profit driver in the coming years / Photo: Unsplash/Tanya Barrow
Review·13.05.2026 16:56

Samsung stock is both expensive and undervalued: what an investor should do about this paradox

  • 005930.KS
Fears are growing on Wall Street about the state of the private credit market. Photo: Martin Ceralde / Unsplash.com
Review·09.04.2026 15:20

Wall Street fears a crisis in the private credit market. Who will profit from it?

  • CG
  • OWL
  • APO
  • BLK
  • +2
The company Knowledge Atlas, known as Zhipu, is called the Chinese analog of OpenAI. In January, its shares began trading in Hong Kong, now quoting five times the offering price. Photo: agustin.photo / Shutterstock.com
Review·25.02.2026 13:26

Chinese AI company Zhipu has won the "war of hundreds of models". But what's next for it?

  • 2513.HK
  • 0100.HK
  • BABA
Copper has been one of the beneficiaries of the AI boom. This metal provides power, connectivity, and cooling for servers. Photo: Lapis2380 / Shutterstock.com
Review·05.02.2026 12:32

How to capitalize on the "copper" rally: three companies, one ETF and futures

  • AAL.L
  • FCX
  • ANTO.L
The Minsky moment and the AI market: whats being overlooked in the bubble debate
Review·11.01.2026 19:01

The Minsky moment and the AI market: what's being overlooked in the bubble debate

  • ORCL
The battle of Nike vs On Holding: who has a better chance of winning the marathon
Review·26.11.2025 12:50

The battle of Nike vs On Holding: who has a better chance of "winning the marathon"

  • ONON
  • NKE
  • LULU
Alibaba, JD.com and Meituan are waging war in China. Which one should an investor bet on?
Review·06.10.2025 11:00

Alibaba, JD.com and Meituan are waging war in China. Which one should an investor bet on?

  • BABA
  • 3690.HK
  • JD
  • 9988.HK
Klarna vs PayPal: which company to choose, following Buffetts principles?
Review·24.09.2025 11:09

Klarna vs PayPal: which company to choose, following Buffett's principles?

  • KLAR.US
  • PYPL
Mature business vs. elite club member: what the Figma vs. Adobe comparison reveals
Review·27.08.2025 11:30

Mature business vs. elite club member: what the Figma vs. Adobe comparison reveals

  • ADBE
  • FIG
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