If one believes all the things you say you did after the fact, you are the most brilliant trader alive. I am sure when the stock shoots back up you will say "I bought before this happened."
UBNT is not overpriced. Please show me one other company that has UBNT's organic revenue growth. The only one I can think of is FEYE and that company is (a) losing money and (b) selling at 65 times sales, which makes them about 6 times more expensive than UBNT. UBNT is actually quite underpriced if you consider their growth.