Blake Bos likes companies with a strong mission statement and a passionate management. In this video, Blake makes the case for Leapfrog (LF +0.00%), 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.
My Top Two Holdings for 2013: LeapFrog
By Blake Bos – Mar 7, 2013 at 9:13PM
NYSE: LF.DL
LeapFrog Enterprises
Why LeapFrog is poised to be a great stock for 2013.
About the Author
A home grown Kansan and largely self taught investor. I wouldn't classify myself by any particular investing style, just opportunistic. My dream investment would have a greater than 10% free cash flow return on enterprise value and be growing at above industry average rates. Some of my favorite industries to watch right now are: alternative energy, manufacturing, agriculture, infrastructure, and media content production companies. Follow me on any of the social media websites below for the most important 3D printing industry developments and other great stories.