44 Quotes by Arnie Berman

LBO candidates have several characteristics in common: healthy businesses, stock prices that reflect little respect, stable cash flows, and potential catalysts to still higher cash flows (cost cutting, asset sales, etc.),

Software companies have a nasty habit of doing so much of their business in the last moments of the quarter that they typically only confess once the quarter has come to a close.

One week does not a capital markets make.

Neither bride nor groom is particularly young, attractive or reeking of potential.

People were encouraged that the Fed may not have to raise rates August 22.

nearly as dire as technology stock prices currently reflect.

If this lasts, the IPO window will open widely enough that more software companies, not just optical technology, will again be participating.

IBM was one of many companies that were good at managing expectations in a period where investors were conditioned to expect earnings surprises.

IBM is one of these big bellwether companies where their business is so solid that in a year like 2001, where everybody was missing, IBM never missed a quarter.