Digging Into LeapFrog Earnings: A Cash Machine

LeapFrog (UNKNOWN: LF.DL  ) has just announced earnings, and the company beat analysts' earnings expectations. In this video, Fool consumer goods analyst Blake Bos tells us why LeapFrog is a much more attractive toy company to him than a Mattel or a Hasbro from a value investor's perspective, and gives us some of the metrics to follow over the next year to see just how much of this company's growth story is playing out.

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  • Report this Comment On May 03, 2013, at 2:25 AM, greenb95 wrote:

    As a grandparent, I appreciate LeapFrog products. Also an investor, I appreciate your report. Thank you, Blake!

  • Report this Comment On May 03, 2013, at 3:52 PM, TMFBos wrote:


    Thanks for the compliment, it's definitely a fun story to follow. I'm extremely curious to see where the company is come 2020, should be an exciting decade.

  • Report this Comment On May 04, 2013, at 7:32 PM, Topspin715 wrote:

    Hi Blake,

    Great video. Any idea why Larry Ellison is selling? He is clearly a very smart guy and doesn't need to liquidate his position. On Yahoo Finance it shows that Mollusk Holdings has been selling 30k shares a day but it seemed to have stopped in June 2012. Can you provide any more info on where I can get updates?

  • Report this Comment On May 05, 2013, at 9:39 PM, TMFBos wrote:


    Thanks, I wish I could give his hedge fund a call and ask but unfortunately I cannot. I try not to read into selling too much from hedge funds, but I do find it interesting they're exiting the position at today's prices. Mollusk holdings has sold around 6.2 million shares since March 2012. It looks like their remaining holding amounts to 2.4 million shares as of March 2013. If I had to guess, and this is a stretch, it would be that the fund wants to decrease it's equity exposure across the board. I've heard of a few fund managers saying the markets are a bit frothy, so they could be trying to increase they're cash position in anticipation of a sell off. Again that's a guess, but check out margin account balances You can search SEC filings for a 13G, but their holdings are below 5% of shares outstanding so they want have to disclose anymore. Hope that helps!



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