Samsara: Long-Term Growth Story De-Risked
Following my coverage on Samsara (NYSE: IOT ) in July ’24, in which I recommended a buy rating as I was confident in the business’s ability to capitalize on its attractive growth runway, with a share priceI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to compa ...