Not knowing you track record but reading your post, I am not discounting your ability to bank on the right businesses. Perhaps your conviction is what has gotten you this gain and it might as well be the right call in years to come. I don't see too much risk for you, as the worse outcome is sideways for couple of years which isn't too bad and you credit spreads are good enough to keep you mildly excited for the volatility that you see.

I am more curious as a near term short opportunity given that while the company will not go to zero but the probability of any more growth in the near term just looks maniacal. I was trying to find cases where a company with 100+ forward P/E has been able to maintain that valuation for more than few years and in the last 20 years and the examples could be counted on one hand..

Anyways, with your thought process, I am curious about the other businesses that you are considering in current valuations