Avi Fisher from Long Cast Advisors on CoreCard $CCRD
Dec 12, 2022•1 hr 13 min
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Episode description
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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