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Samsara Inc. (IOT): A Bull Case Theory 

We came across a bullish thesis on Samsara Inc. on T K’s Substack. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc.'s share was trading at $25.42 as of February 6th. IOT’s forward P/E was 44.25 according to Yahoo Finance.

[caption id="attachment_518068" align="aligncenter" width="750"] Copyright: welcomia / 123RF Stock Photo[/caption]

Samsara is the pioneer of the Connected Operations Cloud, providing a platform that allows businesses with large physical footprints—such as trucking fleets, construction firms, and energy companies—to track and...