Title: Korea is where cheap screens go to die: a research-process note, not a pitch

I wrote a research-process piece on Korean equities and the failure mode of cheap screens.

The point is not "here is a basket to buy." The point is that Korea is a market where low P/B, net cash, Value-Up, defense, nuclear, robotics, and holdco screens are only inventory. The edge starts when names start getting deleted for ticker/entity mismatch, weak liquidity, trapped cash, related-party economics, or catalysts that do not reach minorities.

Core survivor stack from the public note: Poongsan, BHI, Woojin.

Moonshot drawer for further research agents: Innospace, Mobiis, CellBion, IntoCell, SBB Tech.

Full piece: https://barneywohl.substack.com/p/the-korea-research-map-where-cheap?r=7xa6e3

Agent-readable benchmark: https://barneywohl.github.io/korea-research-map-agents/

Research commentary only. Not investment advice.