Donaldson Company Inc at Stifel Cross Sector Insight Conference (Virtual) Transcript
Good morning, everyone. I'm Nathan Jones. I'm the covering analyst at Stifel for Donaldson. We're very glad to have CFO, Scott Robinson; and former peer and competitor and now in IR at Donaldson, Charley Brady with us today.
Before we get started, a couple of housekeeping items. I'm going back to the bull case/bear case format this year. We abandoned that last year because of that singular focus on COVID. I'm going to present 3 bear cases and then 3 bull cases. Scott's going to have the opportunity to respond, and then we'll dig into each topic with questions.
Feel free to send your questions on any of the topics through the chatbox on the conference portal. I welcome questions from investors, which I'm sure would be much smarter than any of the questions I'll ask. So please do ask questions if you have any.
Questions & Answers
With that, let's
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