Financials: A Deep Dive Into nCino and the Silicon Valley Tech Exodus
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 14 December 2020
⏱️ 32 minutes
🧾️ Download transcript
Summary
In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into banking SaaS company nCino(NASDAQ: NCNO). Then, Frankel discusses why tech companies like Oracle(NASDAQ: ORCL) and Hewlett Packard (NYSE: HPE) are leaving Silicon Valley and how investors can play it. Finally, Frankel discusses why leading self-storage operator Public Storage (NYSE: PSA) is on his radar this week, while Moser has his eye on Korn Ferry (NYSE: KFY).
Check out more of our content here:
StockUp, The Motley Fool's weekly email newsletter
Reach us by Email @ IndustryFocus@fool.com
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm |
| 0:14.7 | Dylan Lewis. And today we're talking financials. Today we're talking |
| 0:18.2 | consumer goods. Wild-Carp! Wednesday. And we're talking energy. and today we're talking tech. |
| 0:24.0 | Let's dive in. |
| 0:27.0 | It's Monday, December 14th. |
| 0:29.0 | I'm your host Jason Moser and on this week's financial show we're digging a little deeper into a banking services company called Encino. |
| 0:36.0 | We'll also talk about the growing exodus from Silicon Valley as companies and employees move elsewhere. |
| 0:43.3 | And we'll kick around some of the real estate stocks |
| 0:45.3 | poised to benefit from that movement. |
| 0:47.8 | Of course, we'll wrap up the show with One to Watch, |
| 0:49.6 | as we like to do every week. |
| 0:50.9 | Joining me this week, he's back in the saddle, it's certified financial planner. |
| 0:55.0 | It's Mr. Matt Frankle, Matt, how's everything going? |
| 0:57.0 | Pretty good, I missed you guys last week, so it's good to be back on the show. |
| 1:00.0 | Well, you know, it's nice to have you back. |
| 1:03.0 | And for the record, I mean, you know, last week for, for those of you who were listening, we did have a very |
| 1:07.6 | fun interview with CEO and founder of Live Person, Mr. Rob Lachasse, I really enjoyed that conversation, so I hope that folks who were able to catch that interview enjoyed it. |
| 1:16.7 | Rob talked about a new banking concept in Bella, Bella Bank that just is, it's really cool from a number of different angles and there was this one little one part to the to the service to you know what they're offering called |
| 1:32.4 | karma and essentially it's just this |
| 1:34.9 | opportunity to you know help help shell out a few bucks to people that you know or |
| 1:39.9 | don't know here and there just just kind of out of that car nature you know |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.