Samsara: Consider Buying This Stock, I Am

Samsara Inc. (NYSE:IOT) is the most expensive stock in my Deep Value Returns portfolio. And I'm extremely valuation conscientious. But I believe that Samsara is exceptional. The asking price is worth every penny. I know you'd expected me to say this. Or that this is unjustified. Or something of the sort. And these are all true. Meanwhile, the market is pushing back against a lot of SaaS stocks due to their valuation. And this makes sense. Superficially, IOT isn't cheap at 15x this year's sales. But this met ...