Editors' Note: This is the transcript of the podcast we posted yesterday. Please note that due to time and audio constraints, transcription may not be perfect. We encourage you to listen to the podcast, embedded below, if you need any clarification. We hope you enjoy.
Daniel Shvartsman: You’re listening to The Razor’s Edge. I’m Daniel Shvartsman, Co-Host of this podcast, along with Akram’s Razor, Seeking Alpha author. Each episode of The Razor’s Edge features the discussion about the markets and specific investment ideas.
We usually start with ideas that Akram has been