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  "documentTitle": "Samsara Inc. (IOT)",
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  "presentationDate": "2023-09-21 00:00:00",
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      "text": "We see at least 45%-75% downside in Samsara shares, and that doesn't factor in the growing risk that its China supplier Quectel is blacklisted and causes major disruption.",
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      "text": "We believe Samsara is egregiously overvalued in the public markets today. We see Samsara as a one-trick pony that has yet to prove it can win large accounts versus private competitors or expand into new markets.",
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