Sep 30 • 33M

Is IOT really transforming 40% of the global GDP?

Podcast Episode 2: I am diving into a fairly young company that is helping older, stodgy industries transition to the digital age

6
6
 
0:00
-32:43
Open in playerListen on);

Appears in this episode

IWannaBeOnTheBeach
Beachman is on the hunt for long-term, multi-bagger, investment opportunities (twitter:@Iwannabeontheb2)
Episode details
6 comments

Samsara IOT 0.00 is helping physical-operations-based companies digitize their businesses to improve quality and increase efficiency, while meeting their ESG goals.

They are stitching together several advanced technologies in their solution - IOT sensors, video-imaging, artificial intelligence, data analytics and cloud-computing. They serve over 28,000 customers all around the world and they could hit $1B in ARR before the end of next year.

In this episode, we take a closer look at Samsara to decide whether they are a good investment opportunity now.


Thank you for your trust and the gift of your time. Please consider becoming a paid subscriber to receive my stock picks, buys and sells, actionable earnings analysis and other equity and crypto due diligence.

Give a gift subscription