Ecolab Inc at William Blair Growth Stock Conference Transcript
Okay. We're good to go. We're going to get started here. Thank you, everyone, for joining us today with Ecolab. My name is Tim Mulrooney.
I'm the analyst here that covers Ecolab. And I'm required to inform you that for a complete list of research disclosures and conflicts of interest, please visit our website at williamblair.com. So I'm really excited to have Ecolab here today. This has been a company that's been a fun one to follow, particularly recently.
There's been a lot of news out about the company, and we recently added Ecolab to our current better values list last month with the thesis being basically (inaudible) energy costs, which have driven the stock price down, actually isn't going to (inaudible) impact that you'd normally see at Ecolab.
Of course, I know it's famous last words to say this time is different, but we're saying this time is different. And so that was part of it. And other part was an expectation and acceleration of volumes next year, some of these higher-growth businesses get folded into
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