EPISODE · Apr 17, 2026 · 38 MIN
A Value Investor’s Guide to Software Stocks
from Barron's Streetwise · host Barron's
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
What this episode covers
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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A Value Investor’s Guide to Software Stocks
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