Author

@DonDrapperr DonDrapperr

Turkish BIST macro-and-fundamentals analyst who also chases global thematic baskets

Posts daily/weekly Turkish macro-strategy wraps tying TCMB,

trader score
+0.40
hit rate
45%
mean α
+0.40%
signals 14d
82

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 45% hit rate, +0.40% mean alpha, trader score +0.40. Their last-14d mentions, direction-adjusted, have moved -9.9% since posting (mean over 28 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-28·@DonDrapperr·Wonders if short-selling restriction will be lifted after MSCI warning.·
2026-06-28·@DonDrapperr·Framework on diversification, sector momentum, and finding leading stocks.·
2026-06-28·@DonDrapperr·Expects IPO activity to accelerate if JPMorgan's two-rate-cut view occurs.·
2026-06-28·@DonDrapperr·Detailed analysis of Orzaks IPO fundamentals, proceeds use, and growth plans.·
2026-06-28MU@DonDrapperr+0.20Weekly recap says money is rotating from tech to defensive sectors, especially healthcare.-13.8%
2026-06-28AAPL@DonDrapperr-0.20Weekly recap says money is rotating from tech to defensive sectors, especially healthcare.+8.8%
2026-06-28MSFT@DonDrapperr-0.05Weekly recap says money is rotating from tech to defensive sectors, especially healthcare.+4.7%
2026-06-28·@DonDrapperr·Sarcastic geopolitical comment about Iran, negotiations, missiles, and Hormuz.·
2026-06-27TEM@DonDrapperr+0.55Recaps TEM analysis producing 19% return in about 13 days.+7.4%
2026-06-27·@DonDrapperr·Discusses Lee Robinson's private credit crisis thesis and insurance short angle.·
2026-06-27·@DonDrapperr·Says he continues monthly additions to son's portfolio without naming tickers.·
2026-06-27·@DonDrapperr·Recaps multiple 100%+ gains in Turkish market without valid ticker extraction.·
2026-06-26·@DonDrapperr·Claims Samsung and SK Hynix are near a major agreement and dominate Kospi weight.·
2026-06-26·@DonDrapperr·Reports US attack around Hormuz/Iran and notes Brent near 73.·
2026-06-26·@DonDrapperr·Says subscribers are up over 100% on Info bought months earlier.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.