
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.
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.