1) I am as conservative as anyone on a clean balance sheet but does $TDG suggest $HEI is just way way too underlevered?
2) Is this too backward looking?Monetary policy (or anything really) doesn't have to play out the way it did in March in the next crisis (did $TDG raise debt post-Fed support?).
3) What are the biggest differences between business models/revenue splits that allow $TDG to carry so much more debt.
4) The "worst case is never the worst case", I know.
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