Bad Company → Good Stock
강수내 '나쁜 기업 → 좋은 주식' 전략으로 한국 상장사 저평가 종목을 6개 조건 채점·발굴.
#stock#screening#value-investing#korea#dart
Install
설치
/bad-company-good-stockRequirements
- Claude Code (CLI)
- (권장) DART OpenAPI 키
- Python 3 (배치 모드)
Capabilities
주요 기능
- 01① 소형·단독·저PBR (시총 < 5,000억 + PBR < 0.5 + 지주사·금융 제외)
- 02② 이익잉여금 비율 (이익잉여금 / 총자산) — 50% 이상 5점
- 03③ 현금 비율 (현금성자산 / 총자산) — 주주환원 실탄
- 04④ 대주주 지분율 — 70% 이상 최고점 (동기 정렬)
- 05⑤ 횡령·배임·상속 이슈 — 역설적 주주환원 트리거
- 06⑥ 정보 소외도 — 증권사 미커버 + 주주 < 500명 + 뉴스 연간 < 10건
- 07모드 A 배치 스크리닝 (DART OpenAPI + 네이버 금융 + 자동 채점·랭킹)
- 08모드 B 단일 종목 심층 분석 (30점 만점 + 별점 + 리스크/촉매)
- 09모드 C 웹 검색 폴백 (API 부재 시 수동 채점)
About
About
bad-company-good-stock automates a Korean value-investing playbook: find tiny, ignored, low-PBR companies whose owners are sitting on retained earnings and cash, where some catalyst (inheritance tax, governance dispute, embezzlement settlement) will eventually force them to return capital to shareholders.
The skill scores every candidate across six conditions — micro/standalone/low-PBR, retained earnings ratio, cash ratio, controlling-shareholder ownership, governance/inheritance events, and obscurity. Each condition is a 0-5 rubric with explicit thresholds, so two analysts running the same data converge on the same score.
It runs in three modes: batch screening (DART OpenAPI + Naver Finance + Python scorers), single-stock deep-dive (a 30-point report with star rating, risks, and catalysts), and web-search fallback when no API key is available. Candidates discovered in previous runs accumulate in `references/known_candidates.md` so the next run can reuse them rather than rediscover.