I am exactly the opposite! I only look at the numbers and the history of those numbers.
Well, that is not quite true: I do glance at what the business actually does, and the macro scene and whether the directors are committed stock-wise at some point.
It is often said that visiting a company and meeting management is a Good Thing. I disagree. Or at least it isn’t for me.
Most people want to like people, especially if they reciprocate, while looking at a busy workshop or factory floor can be exciting and generate enthusiasm. Both distract and dilute what really matters.
Only the numbers please! And don’t forget the history of those numbers. They’ll tell me everything I need to know about the viability of the business and management’s success in achieving it.