There is no substitute for being on the ground to assess a company's employees, suppliers, customers, and overall prospects. As a result, international and domestic travel is a critical component of our research. This Travelogue shares snippets from some of these international trips, including our observations about geographic markets, geopolitical dynamics, targeted companies, and other key considerations.
Recently, we spent a week in Japan seeking to better understand the world’s third largest economy, expand our network of relationships, and research potential investments. We spent time with insightful local investors, visited manufacturing facilities, toured hundreds of retail stores,…Read More