 But these are the best businesses in the world, frankly. I mean, they generate tremendous amounts of cash. Their balance sheets are in amazing shape. They're resistant to recessions, unlike a lot of companies that I look at in more cyclical industries or small caps. They deserve a premium valuation. I just worry that it's too much of a premium valuation. And what we've seen every time it gets to this kind of disparity, we've seen a big compression, a big reversion to the mean, where these companies' valuations go right back to the median for the overall market.