Got $50,000? This Unbelievable SaaS Compounder Is Hiding in Plain Sight.

Core Viewpoint - Investors are selling off software stocks due to fears over AI disruption, creating buying opportunities for high-quality businesses [1] Group 1: Company Overview - Doximity, a social feed and software provider for doctors, has seen its stock fall by 66% in the past year, trading close to an all-time low [2] - The company has a market cap of $4.7 billion, with a current stock price of $25.57 and a 52-week range of $23.66 to $76.51 [3] - Doximity began as a social network for medical professionals, allowing them to receive healthcare news and collaborate in a HIPAA-compliant manner [3] Group 2: Business Model - Doximity generates revenue through sponsorships from pharmaceutical companies, with 126 customers spending over $500,000 annually on the platform [4] - Approximately 85% of physicians in the U.S. use Doximity, indicating a strong market presence with little competition [4] Group 3: Growth Potential - The company is expanding into new software tools, including the DoxGPT AI assistant, which is expected to increase user engagement and revenue over time [5] - Revenue growth has been significant, increasing by 448% since March 2020, although it has slowed to 10% year-over-year growth last quarter [7] - Doximity has a strong EBIT margin of 38.5%, indicating best-in-class profitability for a software provider [8] Group 4: Investment Consideration - With a price-to-earnings ratio of 21, Doximity may present a growth stock opportunity amidst the current software market dip driven by AI fears [8]