https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/2026-06-18-economic-moat-investing.en https://www.youngju.dev/blog/2026-06-18-economic-moat-investing.en A look at what an economic moat is and why it matters for long-term investing. We cover the five types of moats, the risk of erosion, how to gauge a moat with ROIC, and how the idea connects to value investing. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeinvestingeconomic-moatvalue-investingcompetitive-advantageroic https://www.youngju.dev/blog/2026-06-18-economic-moat-investing.ja https://www.youngju.dev/blog/2026-06-18-economic-moat-investing.ja 経済的な堀とは何か、なぜ長期投資で重要なのかを見ていきます。堀の五つの類型、侵食のリスク、ROICによる測定、そしてバリュー投資との結びつきまでをバランスよく整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeinvestingeconomic-moatvalue-investingcompetitive-advantageroic https://www.youngju.dev/blog/2026-06-18-economic-moat-investing https://www.youngju.dev/blog/2026-06-18-economic-moat-investing 경제적 해자란 무엇이며 왜 장기 투자에서 중요한지 살펴봅니다. 해자의 다섯 가지 유형, 침식 위험, ROIC를 통한 측정, 그리고 가치투자와의 연결까지 균형 있게 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeinvestingeconomic-moatvalue-investingcompetitive-advantageroic