amit,
The sell decision for Kaveri was triggered by a buy decision on Canfin. A business I thought had a lot of variables at that time viz kaveri was quoting at around 15 PE and something which I considered a very stable business was available at 0.7 times book value and that too with nil NPAs. viz canfin. After selling, kaveri did go up around 2.5 times whereas canfin’s rise was more steady. Its only of late that it has gone ballistic.
What I have realised is that one has to avoid falling in love with the company especially when markets are falling in love with it. 
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