According to Charlie Bilello, a retweeted quote from Peter Mallouk underscores that at a 10x revenue multiple, investors would need 100 percent of revenues paid out for 10 straight years in dividends to achieve payback, highlighting the math behind high price to sales valuations, source: Charlie Bilello on X, Nov 16, 2025. According to Charlie Bilello, this emphasizes that high multiple equities demand exceptional and durable free cash flow generation to justify current prices, or face elevated risk of multiple compression, source: Charlie Bilello on X, Nov 16, 2025. According to Charlie Bilello, traders should prioritize margins, free cash flow conversion, and durability of growth when positioning in high P S names, using revenue multiples alongside cash flow metrics to manage downside risk, source: Charlie Bilello on X, Nov 16, 2025.