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LeapFrog Enterprises Inc. Message Board

  • mtheis17 mtheis17 Mar 19, 2013 4:42 PM Flag

    Fine Presentation

    LF is undeniably in a growth phase. Anyone who didn't already needs to go take a look at the presentation. EPS is in a steady growth trend since 2009. New products being unveiled in June...

    Someone asked why the stock has suffered and CFO had a great answer: He said the short interest increased a lot recently becuase of the thesis that LF can't handle the competition. CFO noted that...THERE REALLY IS NO COMPETITION. LF has the top spot and nobody else seems to be trying to take it in an aggresive way. If this market isn't real, than why is LF making so much money of these products? And if the market does exist, than where is the competition? The fact of the matter, is that LF is creating a "moat" (as Warren Buffett would say). The longer anyone waits to enter the sector, the deeper/wider/more filled with sharks the moat will be that they have to get around.

    Does the street want 5 years of steady growth before its ready to price this stock correctly? Thats okay with me, we can take the scenic route with this one.

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    • Sooner or later this company will HAVE to be recognized by the street, the earnings and the customer base continues to grow and they will have no choice! Could happen as soon as Q1 earnings.
      When it happens, there will be such a SQUEEZE! Can't wait to be part of it....

      Sentiment: Hold

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