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nCino: Growth Slowdown Offsets Cheap Valuation (Downgrade)
Seeking Alpha· 2025-12-04 20:05
The stock market in 2025 has been clearly divided into a concentrated camp of large-cap growth winners, and all the rest of the small and mid-cap value stocks that have seen sharpWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in ...
nCino: Growth Slowdown Offsets Cheap Valuation (Downgrade) (NASDAQ:NCNO)
Seeking Alpha· 2025-12-04 20:05
The stock market in 2025 has been clearly divided into a concentrated camp of large-cap growth winners and all the rest of the small and mid-cap value stocks that have seenWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many we ...