nCino: Downgrade To Sell As Macro Backdrop Has Gotten Dramatically Worse

My previous investment thought on nCino, Inc. (NASDAQ: NCNO ) (published in January) was a downgrade to a hold rating because I was very worried about the negative macro developments. About two and a half months laterI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ult ...