Money Investor
Long/short equity

LeapFrog: Product Cycle Refresh Provides The Road Map For Substantial Upside

LeapFrog (NYSE:LF) is a much-maligned company these days. The stock was pummeled earlier this week as the company reported earnings that missed estimates and provided guidance that caused further uncertainty over when management might be able to right the ship. LeapFrog competes in a fairly crowded consumer market that focuses on technology-based learning products designed for children. I use the term "fairly crowded" rather loosely, as LeapFrog is one of the most recognizable brand names for parents of young children. The market for technology-based learning is more crowded today than when the company introduced its first true hit, or at least transformative device, in the reimagined LeapPad back in 2011. In the two-year period after introducing the tablet...

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