 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. Not saying that's going to play out this time, but if it does, you're going to see a lot of catch up along these small caps and mid caps, which I'm interested in.