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