I thought this was fairly straightforward

[VanVeen]

gus sums it up well. your general reasoning is indeed correct and your friend's is overly simplistic and misleading. that said, it is highly unlikely you had enough information about your opponent to rationally assign him hand ranges and action frequencies that make your line correct.

i don't think it very likely that many players apt to 4bet bluff or for thin value will assign you a narrow enough hand range after your preflop call, especially given your unorthodox style, to deter them from following through on the flop with a shove. i would need *significant* history to even consider this line an option. then again, i am not in the possession of your preternatural gift of intuition, so maybe my 'informational requirements' are too cautious for you!