Harder, Better, Faster, Stronger

Some compounders are simply harder, better, faster, stronger than the competition. They have a much better product or they're faster with innovations or delivery or they might just might have a stronger drive or competitive will to their competitors. These are the types of businesses you win with.

Consumer

Croda (CRDA / CRDA.L): Part 2

Croda's Life Sciences business is a picks and shovels way to benefit from multi-decade growth runway of biologic drugs

Harder, Better, Faster, Stronger

Croda (CRDA / CRDA.L): Part 1

Croda is an interesting business to understand because their business model helps explain some of the long-term disruptions happening in the beauty industry.