Tag: #value-investing
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 1 posts
Economic Moats — What Lets a Company Survive for Decades
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.
2026-06-18 · 23 min read #finance#investing#economic-moat#value-investing#competitive-advantage