A Value Investor’s Guide to Software Stocks

A Value Investor’s Guide to Software Stocks

April 17, 2026 · 38 min

About this episode

D.A. Davidson analyst Gill Luria discusses value investing in the software sector and highlights cheap stocks to consider.

AI is eating the software sector. D.A. Davidson analyst Gill Luria explains which stocks are cheap enough to buy. Also, Allbirds is now a chip company, apparently. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Guest: Gill Luria

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Organizations: D.A. Davidson, Allbirds, megaphone.fm

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