Korea’s Hidden Value: Activism, AI & Golfzon | Ryan Albert

Korean legal reforms are forcing fair pricing in family-controlled companies, creating activist opportunities in deeply discounted stocks.

• Korea discount defined: Ryan Albert of Turton Capital says the discount is the cost of being a minority partner to family-controlled firms that suppress share prices to cut up-to-60% inheritance tax at succession.
• Reform wave accelerating: New president's Democratic Party majority passed the First Commercial Act Amendment (boards now owe fiduciary duty to shareholders, not just the company) plus an August 20th Capital Markets Act forcing fair-value (not just market-price) merger ratios.

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