Editors' Note: This is the transcript of the podcast we posted last Thursday. 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: Welcome to The Razor's Edge. I’m Daniel Shvartsman; joined by Seeking Alpha author Akram's Razor as always. As listeners know, The Razor’s Edge features ideas that Akram studies and invests in personally and as part of his Seeking Alpha marketplace service, also called The Razor's Edge. I