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
What this episode covers
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
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Avi Fisher from Long Cast Advisors on CoreCard $CCRD
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