Avi Fisher from Long Cast Advisors joins the pod to talk about CoreCard (CCRD). Key topics include the risks and opportunities from their Apple Card / GS relationship and the benefits of the CEO’s measured growth approach.

Chapters:

0:00 Intro
3:30 Avi's framework for evaluating stocks
22:45 How Avi found CCRD
24:35 CCRD's background
32:00 Discussing the GS relationship and concentration
36:50 CCRD's different revenue lines
40:50 Discussing the "Elephant in the room" (BB article on Apple trying to in house)
50:00 Could GS buy CCRD?
52:45 CCRD's valuation
59:00 What makes CCRD's product "premium"?
1:05:00 CCRD's approach to share repurchases
1:06:15 A little more on CCRD's management and history
1:10:30 Avi's closing thoughts

Avi Fisher from Long Cast Advisors on CoreCard $CCRD