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Doximity (DOCS) | Not So Deep Dive

Chit Chat Stocks

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The Bearcase

The network effect seems really strong. Any company compounding above 35% in my mind is a hyper grower and this needs to do that. Amazon has been making sometimes announcements in Amazon doesn't mean actual business developments, but that is true. There've been a lot of rumors next year. I just heard who wants to go. Yeah, we got and we have Amazon coming out with their price competing product and debuting telehealth services. So they're definitely colliding. The core product that has no competition, I couldn't find any.

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