Samsara Inc. (IOT): A Bull Case Theory

We came across a bullish thesis on Samsara Inc. (IOT) on Next Gen Investors Endowment’s Substack by Judah Kang. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc. (IOT)'s share was trading at $40.69 as of 12^th June. IOT’s forward P/E was 100 according to Yahoo Finance.

[caption id="attachment_1212750" align="aligncenter" width="768"] An industrial facility with a close-up of the asset tracking sensors, highlighting the company's IoT solutions.[/caption]

Samsara Inc. (NYSE: IOT) is a leading player in the fast-growing $96.9 billion connected operations...