Samsara: Utilizing IoT And AI To Optimize The Operation Of Physical Assets

Jan. 21, 2023 4:20 AM ETSamsara Inc. (IOT)11 Comments
Bert Hochfeld profile picture
Bert Hochfeld
21.11K Followers

Summary

  • Samsara is the leading software vendor in providing solutions to manage physical assets-primarily trucks.
  • Its technology is based on the effective use of IoT, AI and Big Data.
  • It provides users with rapid and measurable improvements in operating performance.
  • While the company has never been profitable, non-GAAP margin and cash flow performance have been improving quite rapidly.
  • The company's growth is likely to prove more recession resistant than some other IT companies because of its "hard" and rapid ROI.

Man driving a truck

Scharfsinn86/iStock via Getty Images

Will the company turn the corner on earnings and cash flow?

Most people who invest in and evaluate IT businesses are somewhat inured to industry jargon. I confess to often rolling my eyes when I read many

This article was written by

Bert Hochfeld profile picture
21.11K Followers
Bert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from the Wall Street Journal for his coverage of the software space. In 2001, Mr. Hochfeld formed his own independent research company, Hochfeld Independent Research Group, which provided research services to major institutions including Fidelity, Columbia Asset, SAC Capital, and many other prominent institutions and hedge funds. He also operated the Hepplewhite Fund, a hedge fund that specialized in technology investments. Hedge Fund Research, an independent 3rd party firm that specializes in ranking managers, rated the Hepplewhite Fund as the best performing small-cap fund for the 5 years ending in 2011. In 2012, Mr. Hochfeld was convicted of misappropriating funds from a hedge fund he operated. Mr. Hochfeld has published more than 500 articles on Seeking Alpha, all dealing with companies in the information technology space. Highly esteemed for his investment wisdom accumulated over decades, Mr. Hochfeld ranks in the top 0.1% of Tip Ranks analysts for his selection of information technology stocks and their subsequent successes.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase of put options or similar derivatives in IOT over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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