Shawn and Daniel break down Doximity (DOCS), the “LinkedIn for doctors,” and its high-margin advertising engine. What you’ll learn here: 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 00:55:45 - Valuation discussion of Doximity 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 Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes: - Mercado Libre Stock Analysis: Undervalued or Overrated?: https://youtu.be/nGewpVmqlI8 - Valuing Meta (META): Undervalued AI Bet?: https://youtu.be/9ZeC-5la6oU - Exor NV: A Way to Buy Ferrari at a 50% Discount?: https://youtu.be/RO0xcZB3rEQ Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Doximity #HealthcareInvesting #ValueInvesting #HealthcareTech #DOCSStock