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Doximity (DOCS) | Not So Deep Dive

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CEO Talk - I'm an Internal Optimist

I would say in terms of likeness for the CEO, I'd put him in like the, you know, top 10%. Like after watching 30 minutes of them, it's just tough. It feels like they've hit saturation, at least in the US,. International healthcare systems might be a little more convoluted and difficult to navigate. This is really US vision, physician market is their core competency. They've really kind of hit maturity there. Now I, you could say monetization has a hit maturity, but I don't know when it will happen.

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