About this episode
Shawn O’Malley and Daniel Mahncke break down Doximity (ticker: DOCS), known as “the LinkedIn for doctors,” with a suite of productivity apps supporting physicians’ workflows, too. Incredibly, 80% of physicians in the U.S. are on Doximity, giving them fertile real estate to monetize those eyeballs with high-margin advertising opportunities for pharma companies.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:22 - Why Doximity is so uniquely positioned to capitalize on pharmaceutical marketing
00:01:42 - How much of the U.S. health care system is still plagued by bureaucratic admin work, and the opportunity that creates for Doximity
00:03:40 - What makes Doximity’s ecosystem so useful for physicians at all stages of their career
00:10:32 - Why Doximity uses subscription-based advertising options
00:25:26 - How the company protects doctors’ privacy and saves them hours a week doing admin tasks with HIPAA-compliant generative AI tools
00:26:01 - How Doximity uses productivity tools to complement its social networking service
00:44:22 - The risks and moats of having a business so concentrated on one industry
00:56:17 - How to think about modeling DOCS’ intrinsic value
01:02:36 - Whether Shawn and Daniel add DOCS to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Check out Doximity Pitch on Value Investors Club.
Doximity’s 2023 Shareholder Presentation.
Doximity’s
