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Samsara Inc. (IOT): A Bull Case Theory 

We came across a bullish thesis on Samsara Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc.'s share was trading at $36.42 as of October 16th. IOT’s forward P/E was 69.93 according to Yahoo Finance.

[caption id="attachment_522211" align="aligncenter" width="750"] Copyright: gmast3r / 123RF Stock Photo[/caption]

Samsara ($IOT) delivered a robust Q2 FY2025, reporting ~30% YoY revenue growth and signs of stabilizing execution across its Connected Operations Cloud platform. The company...