A Value Investor’s Guide to Software Stocks
From Barron's Streetwise by Barron's
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
People in this episode
Guest: Gill Luria
Topics covered
- value investing
- software stocks
- AI impact
- stock analysis
- Allbirds
Keywords
- value investing
- software stocks
- AI
- D.A. Davidson
- Allbirds
- stock analysis
- cheap stocks
Mentioned in this episode
Organizations: D.A. Davidson, Allbirds, megaphone.fm
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