Markets

Insider Trading

Hedge Funds

Retirement

Opinion

nCino, Inc. (NCNO): A Bull Case Theory

We came across a bullish thesis on nCino, Inc. on Valueinvestorsclub.com by coyote. In this article, we will summarize the bulls’ thesis on NCNO. nCino, Inc.'s share was trading at $24.64 as of November 26th. NCNO’s forward P/E was 23.64 according to Yahoo Finance.

nCino is the leading cloud-native software platform for financial institutions, with a dominant position in commercial lending and a deeply entrenched competitive moat. The company has faced temporary headwinds from a tight monetary environment, banking sector disruption, and the mortgage collapse, which have...