1 deck published between 2023-09-21 and 2023-09-21 — 88 pages, 88 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Samsara is a commodity-hardware vehicle-telematics company masquerading as a premium SaaS growth story; aggressive accounting inflates margins and a 16x revenue multiple implies 45%-75% downside to $6.30-$13.90.