The Special Situation Report

The Special Situation Report

InsideArbitrage June 2025 Mid-Month Update – nCino

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Asif
Jun 17, 2025
∙ Paid
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nCino (NCNO): $26.90

Market Cap: $3.11B

Enterprise Value: $3.26B

Well over a decade ago, my brother, who at the time was working on a technology implementation project for GEICO, mentioned the software company Guidewire (GWRE) to me and said that a lot of insurance companies were using their software. I unfortunately did not act on this piece of scuttlebut…

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