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RE: Remarks to the Residual Value Dinner, Delivered by a Retired Bond Insurer the Night Before the Fed
Your breakdown of the lien structure—especially the 69% first‑lien split and Broadcom’s residual value guarantee—clearly shows how the risk is partitioned; did you find any clues about how the 2027 delivery schedule might impact the loan covenants? 🚀🔍✨