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Samsara Inc. (IOT): A Bull Case Theory

We came across a bullish thesis on Samsara Inc. on TCompounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc.'s share was trading at $36.77 as of August 6th. IOT’s forward P/E was 88.50 according to Yahoo Finance.

Samsara (IOT) is a leading player in the Industrial IoT space, offering a Connected Operations Cloud platform that digitizes physical operations across fleet management, asset tracking, and industrial IoT. The company’s flagship fleet segment, anchored by a $1.54B ARR growing 31% YoY, is seeing strong...