Yet Another Value Podcast

Avi Fisher from Long Cast Advisors on CoreCard $CCRD

Listen Later

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
    View all episodesView all episodes
    Download on the App Store
    Yet Another Value PodcastBy Andrew Walker
    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    100 ratings

    More shows like Yet Another Value Podcast

    View all
    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    925 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,285 Listeners

    Grant’s Current Yield Podcast by Grant's Interest Rate Observer

    Grant’s Current Yield Podcast

    661 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    798 Listeners

    Chit Chat Stocks by Chit Chat Stocks

    Chit Chat Stocks

    190 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    301 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    66 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    90 Listeners

    Chai with Pabrai by Mohnish Pabrai

    Chai with Pabrai

    75 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    401 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    247 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    351 Listeners

    Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

    Behind the Balance Sheet

    45 Listeners

    Joys of Compounding by Colossus | Investing & Business Podcasts

    Joys of Compounding

    93 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    92 Listeners