The two of you make the point very well: It's so important to understand what you own in the context of its industry and the vision to see where it can go. All so that one doesn't sell out at what seems like a big win but what is actually still a good price to the serious or institutional accumulator. IMO
(I learned my lessons from the old URNZ and CWPC... now with different tickers on a more senior board, lol.)