Insights

Notes on Korean content, capital, and the gap

Writing · Argument

10 March 2026
6 min read
Why now
The window between Korean content becoming investable and institutional capital pricing it correctly is open, and is not open for long.
24 March 2026
8 min read
The Korea Discount, measured
Why Korean assets trade below their regional peers, and what could close the gap.

Research · Evidence

8 April 2026
5 min read
One title. Six sectors. One IP owner
KPop Demon Hunters set records in animation, music, theatrical, tourism, consumer exports, and IP through 2025. Six verified anchors, one case.
17 April 2026
6 min read
Korean music catalogs at 5–10×, global peers at 10–15×
Same asset category, roughly half the multiple. The discount is legible. The underlying copyright math is not.