Relevant news, random thoughts, and infrequent rants. Calling it the way we see it, simply because we can.

May 6, 2014

Google is Declaring War on Amazon

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In mid-March 2014 Google announced it would be dropping its prices for compute & storage services offered by its version of AWS, called the Google Compute Engine. The Google Compute Engine slashed compute prices by 30-ish percent, and slashed storage prices by 60-plus percent. AWS responded a day later, cutting its compute and storage prices for the 42nd time since 2008. This was widely seen as the start of what will become an all-out pricing war for compute and storage, leaving many to assume that the commoditization of these services will happen sooner rather than later.

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Apr 30, 2014

Thankfully Larry Page Didn’t Get His Way

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Last week Nicholas Carlson of Business Insider published an article about Larry Page and Google, which I highly recommend reading. The article is a nice breath of fresh air from the typical “journalism” that plagues the internet nowadays.

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Apr 18, 2014

The Dramatic Slowdown of Google Network Revenues

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Google released preliminary financial results for Q1 2014 on April 16th. Here’s the link

In the “financial highlights” section you will see how Google segments its businesses: Google Sites, Google Network Sites, and Other Revenues.

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Apr 17, 2014

Amazon Thesis Part 1

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The views expressed below are my own and should not be considered as advice or anything other than what they are – ramblings by an amateur investor with too much time on his hands.


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Apr 7, 2014

The Two-Proportion Z-Test for AB Testing

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This will be the first of a few posts about AB testing. The Two-proportion Z-test is something that everyone working with websites and internet marketing should have down cold. Like the name of the test implies, this test is used to test two proportions, or fractions. Two immediately obvious uses of this test are: A/B ad testing for click-through-rates and A/B landing page testing for conversion rates.


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Apr 1, 2014

The Cost of Equity

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I will be the first to admit I am not an expert in finance. I have struggled to fully comprehend many of fundamental concepts and theories that are widely-accepted and (probably) widely-used in actual financial institutions. I’ve never worked in finance. I’m just a lowly econ major who happened to pass the first CFA exam a few months ago. In this piece I will focus my attention on one of the many “cornerstones” of finance that just doesn’t really make sense to me – the weighted average cost of capital (WACC).

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Mar 14, 2014

The New Look of Google SERPs

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Google recently altered a few elements in the design of their SERPs, and I’m guessing that anyone reading this blog has already noticed. The two major design changes are: the titles/headlines in both paid search ads and organic results are no longer underlined, and the light beige background behind the paid search ads no longer exists. Now, paid ads are denoted by the little orange box that says “Ad”


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Aug 21, 2012

CJES – C&J Energy Services Thesis

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There are a lot of moving parts here; taken together they created a perfect storm for the United States land-based fracking market. CJES’s share price reflects the extremely pessimistic sentiment, which I believe has created an opportunity.

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Jul 31, 2012

Google Upgrades Remarketing

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Last Friday, July 27, Google announced a number of updates to its Remarketing program – which you can read more about here.

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Jul 28, 2012

Now Building Banner Ads

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As part of the roll-out of our expanded service lineup, we’re now able to build banner ads for our clients engaged in Display/Content and Remarketing. Just a couple of things I wanted to shed some light on. To those of you in the know, Gargoyle Consulting was formed over a year ago as a pure-play SEO & PPC management company. While we didn’t previously create banner ads, we did manage the optimization for display/content/remarketing accounts.

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