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INTRODUCTION
Doximity is LinkedIn exclusively for medical professionals. It has reached a critical mass of members to benefit from monopolistic network effects (80% of US doctors and 50% of nurse practitioners). Doximity is only at the beginning of its growth journey. Fortunately for me, the stock is so bombed out the investment thesis does not require excel.
There is only one idea to keep in mind in order to understand Doximity’s financial potential.
Doximity is in a similar position as Google was in the early 2000’s.
End of list.
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