March 7, 2013
Blake Bos likes companies with a strong mission statement and a passionate management. In this video, Blake makes the case for Leapfrog (NYSE: LF ) , an educational multi-media company. The CEO, John Barbour, came out of retirement to lead Leapfrog, and is guiding the company through a variety of changes. So far, these changes are paying off with a 20% increase in revenue. Blake also examines Leapfrog from his favorite perspective: free cash flow divided by enterprise value. Blake is convinced that Leapfrog is a great value investment in a niche multi-media market.
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