nCino: Revenue Growth Acceleration Should Happen In The Coming Years (Rating Upgrade)

Core Insights - The previous investment outlook on nCino Inc. (NASDAQ: NCNO) was upgraded to a hold rating due to early signs of a turnaround in mortgage churn and progress in securing large clients [1] Group 1: Investment Strategy - The investment approach focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities [1] - The strategy is based on bottom-up analysis, examining the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]