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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 asof October16th. IOTs forward P/E was 69.93 accordingtoYahooFinance.OracleCorporation(ORCL)BuildingUSDataCentersCouldMakeTrumpAskOthersToDoTheSame,SaysJimCramerCopyright:gmast3r/123RFStockPhotoSamsara(36.42 as of October 16th. IOT’s forward P/E was 69.93 according to Yahoo Finance. Oracle Corporation (ORCL) Building US Data Centers Could Make Trump Ask Others To Do The Same, Says Jim Cramer Copyright: gmast3r / 123RF Stock Photo Samsara (IOT) delivered a robust Q2 FY2025, reporting ~30% YoY revenue growth an ...