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. &nbsp;
Chapters:&nbsp;

 
 
  
  
  
  
  
  
  
  
  
  
  


Avi's framework for evaluating stocks&nbsp;

Discussing the GS relationship and concentration&nbsp;

Discussing the "Elephant in the room" (BB article on Apple trying to in house)&nbsp;

What makes CCRD's product "premium"?&nbsp;

CCRD's approach to share repurchases&nbsp;

A little more on CCRD's management and history&nbsp;

Mordechai Yavneh on Silicon Motion $SIMO

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas.

Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer