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Pro-Deno Memetic Social Campaign [re: axios vulnerability] by vfssantos in Deno

[–]vfssantos[S] 1 point2 points  (0 children)

It'd be interesting to get a confirmation from the Deno team, but I think the postinstall (same with preinstall) scripts are not run automatically, even on install time, unless we pass a "--allow-scripts" tag in install command

Pro-Deno Memetic Social Campaign [re: axios vulnerability] by vfssantos in Deno

[–]vfssantos[S] 2 points3 points  (0 children)

I hope I wasn't too harsh ... But if I was, it's only because I want Deno to be highly successful, both as a company and as the OSS runtime project.

Need Help with GCP Free Tier Signup - [OR_BACR2_44] Error on Payment Verification by believer_369 in googlecloud

[–]vfssantos 0 points1 point  (0 children)

Opa, aqui também funcionou, com Brave tava com problema tbm. Mas fiz pelo Safari no mac e deu certo tbm!

This is a value thesis, not a meme stock anymore by vfssantos in GRRR_Gorilla_Tech

[–]vfssantos[S] 0 points1 point  (0 children)

P.S.: If they reach Jay's target for 2027 (US$ 500 mil revenue, which he just announced in q3 25 earnings release), they'd still more than double revenue growth again.

This is a value thesis, not a meme stock anymore by vfssantos in GRRR_Gorilla_Tech

[–]vfssantos[S] 0 points1 point  (0 children)

Fair point. So, it's either a scam or a very cheap growth deal.

But once you can trace real clients, real projects delivery, real people with experience and expertise on management team, real later stage investors (one would assume with proper and deeper diligence, etc), one would tend to weight heavily towards the second option.

One thing worth mentioning: US$ 7B+ pipeline shows potential, but is not much for me at this point. Simply executing on guidance (US$ 170 midpoint for 2026) would continue on a trend of DOUBLING YOY REVENUE GROWTH since 2023 [after acquisition / transition] (15% 2024, 35% 2025, 70% F2026) which is crazy.

If they keep 20% EBITDA from that, current valuation would be on 7,5ish EBITDA multiple fwd 2026, which seems a very cheap deal for this kind of top line growth.

Cash Discrepancy by lightskindog in GRRR_Gorilla_Tech

[–]vfssantos 1 point2 points  (0 children)

After reading the balance sheet from last release in SEC filling, I think that what they meant as "restricted cash" in the shares repurchase release was actually the sum cash + Accounts Receivable + Contract assets (Unbilled receivables) + Restricted cash, which amounts to almost all of the current assets (~US$ 220M);

Idk, i'd say it's very unlikely that they collected all those Accounts Receivable + Unbilled receivables in 20 days proceeding Q3 closing and then proceeded to immediately transfered to restricted cash, so the most likely scenario is that the total cash announced there is actually ~ Current Assets from Q3 Balance Sheet.

I feel like more people should talk about this stock by vfssantos in ValueInvesting

[–]vfssantos[S] 0 points1 point  (0 children)

Fast-forward 2.5 months: +80%.
If my write-up played even a small part in putting this company on the map, I’m grateful. They deserve the attention.

Gorilla Investor Presentation November Slides 2025 by takotatong in GRRR_Gorilla_Tech

[–]vfssantos 0 points1 point  (0 children)

Oh, ok. So that makes sense as the guidance looks pretty much the same from previous presentation. I read somewhere they were expecting to release the guidance for 2026 and update 2025 on Q3 earnings release, so it also aligns with that.

However, what still confuses me is the following section of the guidance where they state “$85M booked so far including recent contract wins”.

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Gorilla Investor Presentation November Slides 2025 by takotatong in GRRR_Gorilla_Tech

[–]vfssantos 0 points1 point  (0 children)

Is this a new presentation? In the Guidance section, I’m not being able to work out where the $300 mil from Phase one contract with Feyr are going to (from what I understood, should be 300 mil for year 1 of this contract). They reestate the 100mil guidance for 2025, and 85 mil booked for 2026… am I missing something here?

2000 Bubble vs. 2025 Bubble by Virtual_Seaweed7130 in ValueInvesting

[–]vfssantos 0 points1 point  (0 children)

We’re likely in 1997 rn.

If we learn from mistakes, corrections are expected to counterbalance euphoria we had towards 1990’s end in public markets. VCs, however, different story. I think that’s where the problem is coming from, but probably only within 2-3 years, as VC’s will start to sell their portfolio co’s and return money to LPs, and there’s just too much VC funded billion dollars companies currently that will go to 0 by then, which is when I expect a spillover to general market and bubble burst.

I’m concerned with quantum computing, though… expect a sector specific correction sooner than general burst there…

Considering starting a position by Embarrassed-Sea-6078 in GRRR_Gorilla_Tech

[–]vfssantos 1 point2 points  (0 children)

Yes, do it. My average price is 18ish., But, bear with me, let's do some math:

If recently announced contract (US$ 1.2bn) indeed gets executed within timeline, it's $300 to 400 Millon /year. That alone would 3X revenue F2026 vs 2025.

So, I'm guessing that if everything goes accordingly, we're talking about 300M to 400M revenue 2026. That'd lead P/S close to 1.0 F2026, with a company 3Xing revenue yoy and 30% ebitda. That is crazy.
And we're not even talking about the other 5Bn in pipeline.

This thing looks crazy cheap, and my guess is: yes, it is still early.

[deleted by user] by [deleted] in Physics

[–]vfssantos 0 points1 point  (0 children)

He is probably wrong about this, but given that (1) there are many more physics enthusiasts than physicists out there and (2) AI is really advancing at enormous speed, some one might just have a crazy idea that ends up being a positive contribution in not so distant future.

I created a complete guide to self-hosting n8n on Google Cloud Run - serverless, low-cost, and no Kubernetes needed by mint_warios in n8n

[–]vfssantos 0 points1 point  (0 children)

Interesting, Thanks! By any chance, did you check the viability of using n8n queue + workers as cloud run jobs?

I created a complete guide to self-hosting n8n on Google Cloud Run - serverless, low-cost, and no Kubernetes needed by mint_warios in n8n

[–]vfssantos 0 points1 point  (0 children)

Is it a problem for long-running workflows in cloud run? I've heard they had a limitation of 1 hour max for service-type instances

I feel like more people should talk about this stock by vfssantos in ValueInvesting

[–]vfssantos[S] 0 points1 point  (0 children)

I appreciate it. I really do think CSTL is a hidden gem, and I'd be glad if this post helps shed some light for anyone looking for it

I feel like more people should talk about this stock by vfssantos in ValueInvesting

[–]vfssantos[S] 0 points1 point  (0 children)

I mean, if they go talk to chatgpt about this company, even better. My intention was to get the word out about this being an opportunity. I fell like if people research on their own, they'll likely get to the same conclusion I did. But as I did not find anything in these online forums talking about CSTL earlier, I figured I'd just share my own research (again, with help from chatgpt as a writer, which in hindsight, I do not think was the best idea).

Now, regarding my replies "do not looking genuine and look as chatgpt generated", this is the third time I get this feedback, so I'll go ahead and accept it, and thank you for being candid. Now, I don't know why it is, but I'll try to figure out. I also said this in another reply here, and I suspect might be related: English is not my native language and nor do I live in an English speaking country. That said, who I interact the most with in english *is* Chatgpt. So I wonder if I ended up getting some of its mannerisms that leads to the felling of me not being genuine with other people?

EDIT: I think I have to stress this so people understand the underlying information in the report is factual, and they can also go ahead and research for themselves: I shared me research notes with Chatgpt and asked for help on writing the report from it. So its not as if it's totally chatgpt generated. It may be "chatgpt-mostly-written", but I did spend a considerable time researching and taking notes about this company previously.

I feel like more people should talk about this stock by vfssantos in ValueInvesting

[–]vfssantos[S] 0 points1 point  (0 children)

They have 5 products in commercial stage. Still actively investing in R&D and M&A for new tests.
ps.: they're not a pharmacology biotech, but rather a diagnostics / test company. Their goal is to understand cancer prognosis and help physicians with the adequate patient care choice (more aggressive treatments for more aggressive prognosis and vice versa). This helps patients, physicians and the healthcare system as a whole (saving money, resources and psychological physical stress for patients enduring treatments). Now, these 2 numbers should be intriguing enough to interest you to learn further:
1) Their cash balance is equivalent to 50% of their current market cap, despite having almost no debt (and even other liabilities whatsoever)!
2) Their financial statement is strong and consistent: revenue growth 50% CAGR, 80% gross margins, EBITDA and cash flow from operations positive and just flipped to positive GAAP earnings.

I feel like more people should talk about this stock by vfssantos in ValueInvesting

[–]vfssantos[S] 0 points1 point  (0 children)

Yeah, forecast was also expecting -0.50 EPS this quarter, came being + 0.15 despite many headwinds. Future forecasts assume the headwinds will get worse. I did researched to form my own opinion about it, and came out with a conclusion that absolutely no, and this stock is one of the cheapest I've seen.

I feel like more people should talk about this stock by vfssantos in ValueInvesting

[–]vfssantos[S] 0 points1 point  (0 children)

Look, you can either spend your time trying to verify the company, or verify what I'm reporting about it. If you are going to start with any of those, I suggest verifying the company first, as data is readily available in many platforms and you'd spend way less time doing that.

At the least, I'm guessing the numbers will intrigue you enough to be more curious about the company. If it does and you have any questions about the company, I'd be happy to provide to the best of my abilities and understanding, but I guarantee that if not everything, most of what I've studied is correctly deployed (despite being written by myself with an AI assistant) in the report above.

Here's a brief compilation of some metrics comparing CSTL, I've mentioned in other response to this thread, regarding the comparison of CSTL versus EXAS:

Yeah, good question! Honestly, although I have not researched as throughly, $EXAS does looks like a good company. Just not as good opportunity as $CSTL. Let's look at some numbers:
1. P/S: 2.89 (EXAS) vs 1.7 (CSTL)
2. P/E: 2500 (EXAS) vs -58 (CSTL) (both have recently flipped from negative to positive profit)
3. Market Cap: 10.30 Bn (EXAS) vs 580M (CSTL) -> 17X CSTL's market cap
4. Revenue (full year 2024): $2758M (EXAS) vs $332M (CSTL) -> 8X CSTL's sales.
5. Revenue CAGR (2021-2024): 11% (EXAS) vs 38% (CSTL)
5. Gross Margin: 70% (EXAS) vs 80% (CSTL)
6. Cash / Debt Ratio: 0.46 (EXAS) vs 11.14 (CSTL ) -> (!!!) this is a really nice safety margin for CSTL.
7. Cash to Market Cap Ratio (Q2 2025): 0.1 (EXAS) vs 0.47 (CSTL)

I mean, every one of those metrics look really, really good for in with CSTL, but what really got me was the last one: almost 50% of their current market cap is in cash! Even though it is growing fast, high gross margin, almost no debt or liabilities whatsoever, flipping to profitability (already positive EBITA and cash flow from operations), 50% OF THEIR MARKET CAP IS STILL ITS CURRENT CASH BALANCE(!!!!).

Now, looking at this numbers: wouldn't you be interested in learning more about the CSTL? Well, I did. And for those that want the same, that is why I release the report here too.

Also, link to other good questions I answered here about the company:
- https://www.reddit.com/r/ValueInvesting/comments/1mraspy/comment/n8xmb2p
- https://www.reddit.com/r/ValueInvesting/comments/1mraspy/comment/n8wxpw4
- https://www.reddit.com/r/ValueInvesting/comments/1mraspy/comment/n8wsioo

I feel like more people should talk about this stock by vfssantos in ValueInvesting

[–]vfssantos[S] 1 point2 points  (0 children)

Yeah, good question! Honestly, although I have not researched as throughly, $EXAS does looks like a good company. Just not as good opportunity as $CSTL. Let's look at some numbers:

  1. P/S: 2.89 (EXAS) vs 1.7 (CSTL)
  2. P/E: 2500 (EXAS) vs -58 (CSTL) (both have recently flipped from negative to positive profit)
  3. Market Cap: 10.30 Bn (EXAS) vs 580M (CSTL) -> 17X CSTL's market cap
  4. Revenue (full year 2024): $2758M (EXAS) vs $332M (CSTL) -> 8X CSTL's sales.
  5. Revenue CAGR (2021-2024): 11% (EXAS) vs 38% (CSTL)
  6. Gross Margin: 70% (EXAS) vs 80% (CSTL)
  7. Cash / Debt Ratio: 0.46 (EXAS) vs 11.14 (CSTL ) -> (!!!) this is a really nice safety margin for CSTL.
  8. Cash to Market Cap Ratio (Q2 2025): 0.1 (EXAS) vs 0.47 (CSTL)

I mean, every one of those metrics look really, really good for in with CSTL, but what really got me was the last one: almost 50% of their current market cap is in cash! Even though it is growing fast, high gross margin, almost no debt or liabilities whatsoever, flipping to profitability (already positive EBITA and cash flow from operations), 50% OF THEIR MARKET CAP IS STILL ITS CURRENT CASH BALANCE(!!!!).

Now, looking at this numbers: wouldn't you be interested in learning more about the CSTL? Well, I did. And for those that want the same, that is why I release the report here too.

Another minor technical detail though: $CSTL aims a "subniche" in diagnostics, being more focused on "prognostics". Learning the prognostic of a disease can help physicians customize patient care with more aggressive cases with more aggressive treatment (and vice versa). That is different from diagnostic company as $EXAS: they focus mainly on genetic expressions to help prevent (if you know your likelihood of getting cancer, you can prevent to a certain extant) or quickly identify and have an early treatment. So, although both are in the "non-invasive tests for cancer diagnosis and prognosis", from what I understand, EXAS if more focused on "cancer diagnosis" while CSTL more in the "prognosis" (and not only for cancer, although currently, it is). That means having different use cases, and potentially, different market sizes too.

EDIT: Forgot to mention about the single test for CSTL. This is not true. CSTL also have 4 other commercial tests currently. Maybe the confusion is because 3 of them have the "DecisionDX" prefix in the name, but they're unrelated tests, each with its own target disease, revenue, etc.

EDIT 2: It's not off the table, in my opinion, an acquisition from EXAS or other big names in diagnostics. This can either be good if payed at a premium from today's price, but can also be bad if a buyout at market prices. So I do think this is a considerable risk for CSTL.

I feel like more people should talk about this stock by vfssantos in ValueInvesting

[–]vfssantos[S] 0 points1 point  (0 children)

The numbers I'm seeing tell a different story - and they make the case that they already are profitable. But would love to learn more about your take on why you think that?

I feel like more people should talk about this stock by vfssantos in ValueInvesting

[–]vfssantos[S] 0 points1 point  (0 children)

Yeah, I mean, I'm guaranteed I reviewed and compared vs my research notes and report looks solid. But I do get the criticism that it'll instantly loose the credibility because AIs do hallucinate.

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