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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\u2019s measured growth approach.  

Chapters: 

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• 0:00 Intro 
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• 3:30 Avi's framework for evaluating stocks 
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• 22:45 How Avi found CCRD 
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• 24:35 CCRD's background 
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• 32:00 Discussing the GS relationship and concentration 
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• 36:50 CCRD's different revenue lines 
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• 40:50 Discussing the "Elephant in the room" (BB article on Apple trying to in house) 
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• 50:00 Could GS buy CCRD? 
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• 52:45 CCRD's valuation 
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• 59:00 What makes CCRD's product "premium"? 
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• 1:05:00 CCRD's approach to share repurchases 
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• 1:06:15 A little more on CCRD's management and history 
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• 1:10:30 Avi's closing thoughts
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