Al Capital

LeapFrog Earnings Disappoint

Todd, one can learn a great deal about a company by tracking their job postings (all levels), and studying how they are strategically filling critical posts. Perhaps you already do that, as most investors should. In the case of Leap Frog, there has been significant hiring over the past few years, and the positions they are hiring for are truly critical for the success of the business. Did they hire the right people? Unfortunately, I was not there for the interviews, but one can make some deductions or inferences from the job descriptions. That way you can basically shadow the company's execution strategy, albeit through the veil of HR.

Bill Gates did the same with Google (and he should have because Google was hiring from the same Microsoft pool).

I don't want to do your homework for you Todd, suffice it to say that I was not surprised by the recent results. Can they adjust or correct? Maybe, but they have been trying to do that for some time now.

Disclosure: I do not hold any position in LF.