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Samsara Inc. (IOT): A Bull Case Theory

We came across a bullish thesis on Samsara Inc. (NYSE:IOT) on Substack by Welfare Capital Research. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc. (NYSE:IOT)'s share was trading at $45.55 as of Dec 24th. IOT’s forward P/E was 181.82 according to Yahoo Finance.

[caption id="attachment_1196210" align="aligncenter" width="768"] A software engineer at work, surrounded by a wall of computer monitors connected to a 'Data Cloud' platform.[/caption]

IOT reported its latest earnings on Thursday, leading to a mixed market reaction. Despite a strong performance,...