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My $IOT - Samsara thesis
Samsara is a special place with a truly differentiated platform, culture, and strategy. They have a massive opportunity to capture and they are showing no signs of slowing down. They are a true partner of their customers and their rapid innovation, product cadence, and customer feedback loops coupled with a strong strategy and moat make Samsara a truly exceptional business!

Subscribe at https://www.moderngrowthinvesting.com/samsara/ for a full deep dive!

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