TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke
The Intrinsic Value Podcast - The Investor’s Podcast Network
DocsGPT and HIPAA-Compliant AI
Shawn describes DocsGPT, the Pathways acquisition, and integration with journal access for clinicians.
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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- 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 Investor Relations Page.
- Business Breakdowns’ podcast on Doximity.
- Listen to Doximity’s Investor Day.
- Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
- Related books mentioned in the podcast.
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