Yet Another Value Podcast

Avi Fisher from Long Cast Advisors on CoreCard $CCRD

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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
    • ...more
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    Yet Another Value PodcastBy Andrew Walker
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