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NCNO · long

Ncino INC

NCino is a commercial-lending system of record for banks and credit unions, trading at roughly 3x enterprise value to sales.

FTAI update.

FTAI Aerospace margins fell to 28.5% as it pursues airline market share, while Power signed a $1.465 billion hyperscaler order and targets…

TSOH Weekly Roundup (07/31/2026)

Tractor Supply cut FY26 guidance and plans to close 75 Petsense stores; Sazerac’s Brown-Forman bid was rejected as prediction markets…

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