24 Quotes by Wendell Perkins

It's the single biggest issue out there for the stock market, yet most investors have their heads in the sand. We're talking about $100 a month families won't be spending at malls, movie theaters, and restaurants.

The revenue numbers looked really impressive. There were concerns out there about how Microsoft would grow the top line.

I'm not worried about earnings, but there may be a limited upside for the market because of where valuations are.

In spite of clear budgetary constraints, there hasn't been any attempt to reign in defense spending.

In the late 1990s and early 2000 nobody cared how high prices were and how high valuations got. Now, nobody cares how low they go.

I don't see Microsoft ever being considered a high-growth company again.