Kicking the Tires: Why Company Visits Still Matter

Some of the world’s foremost investors have sworn off company visits, insisting there is nothing of value to be learned from highly choreographed tours and presentations. This is true to a point, but also sounds like the type of complacency that could turn someone into a former world’s foremost investor.We think a well-prepared visitor can gain useful insights by remembering that eyes believe what they see, while ears believe others.