Avi Fisher from Long Cast Advisors on CoreCard $CCRD

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