The one thing that's interesting to me coming from an aviation background is the talk of an aircraft bubble forming with narrow-body aircraft. You get any type of recession/oil shock and suddenly airlines are dumping aircraft in the desert, no longer performing C and D checks, and maybe scrapping planes for parts. Just my 30,000 ft view. I've followed TDG, watched most of the presentations/investor days, but too big a pond for me to fish in.