EPISODE · Dec 12, 2022 · 1H 13M
Avi Fisher from Long Cast Advisors on CoreCard $CCRD
from Yet Another Value Podcast · host Andrew Walker
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
Embed this episode
Ready to play
Avi Fisher from Long Cast Advisors on CoreCard $CCRD
No transcript for this episode yet
Similar Episodes
No similar episodes found.