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Sohn San Francisco Conference: This Undervalued Player Could Benefit From Rate Cuts

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Predrag Shipov
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Sohn San Francisco 2024 Tal Simon
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Tal Simon is a founding partner and an investment analyst at SoMa Equity Partners, a firm founded in 2016. It is a TMT-oriented investment company and takes a concentrated, longer-term approach to portfolio construction.

Before founding SoMa, he worked as an analyst at Apex Capital, George Weiss, and Hilltop Park Associates. SoMa is also known for its wide philanthropic program with a strong focus on supporting higher education.

nCino Inc (NASDAQ:NCNO) Pitch

nCino Operations

At the Sohn San Francisco conference, Simon expressed excitement about this stock, calling it a rare opportunity to find one dislocated by idiosyncratic factors while its fundamentals are actually improving.

While nCino is not a high-profile name, it is a crucial company for the banking ecosystem. When thinking...

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