Jan. 12 at 8:32 PM
$BLND still invested in this stock but sold half of my position a few month ago so it can go up now ;). Found a more complelling bet on banking digitalization. While Blend is a bet to play mortage rates & macro.
Shifted money to
$NCNO . Take a look at it. If you understand & like blend ncino might be a thing for you replacing legacy systems & digitalizing banks & CU. They are more software first approach Saas model build on salesforce & more international. Sticky like blend. They also got a mortage buisness unit.