I think you are 99.9% correct. That 0.1% time I have sold off when I felt a long term hold was severely overextended, banked the profits but then stalked the bitch for months to buy back in at a lower price. It worked for me so far with CRM, NVDA and NOC. It takes a lot of patience and stalking and you have to hope you are right on your price analysis.I'll never forgive myself for selling this months ago. sigh
Something I've learned since starting this whole active investing journey during Covid. If you like the company, just HOLD the damn thing.