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Paul LeCoque Profile
Paul LeCoque

@paullecoque

Followers
2K
Following
45K
Statuses
18K

There is no spoon… Entrepreneur, investor, & news junkie. Former hedge fund mgr/RIA/inv banking. Northwestern & IL Big Ten alum. Posts not investment advice.

San Francisco Bay Area
Joined July 2011
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@paullecoque
Paul LeCoque
3 months
IonQ was $3.62
@paullecoque
Paul LeCoque
2 years
These are generational buying opportunities $IONQ
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@paullecoque
Paul LeCoque
8 minutes
RT @WSJ: Exclusive: An Elon Musk-led investor group is making an unsolicited $97 billion bid for control of OpenAI
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@paullecoque
Paul LeCoque
15 minutes
IonQ & GDIT will leverage our capabilities to introduce quantum computing to govt and defense sectors…we have partnered with a major intelligence agency to leverage quantum and AI technologies to enhance the agency’s data analysis & mission capabilities.
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@paullecoque
Paul LeCoque
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@paullecoque
Paul LeCoque
1 hour
@spacanpanman
Anp🅰️nman
3 hours
🚀 SPACE IS THE PLACE 🛰️ $ASTS $BKSY $LUNR $PL $RDW $RKLB $SATX $SPIR
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@paullecoque
Paul LeCoque
3 hours
@elwalvador 💯. Thx bud. Had a lot of assists on AST.
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@paullecoque
Paul LeCoque
4 hours
RT @elonmusk: Listen Larry, we need to stop government spending like a drunken sailor on fraud & waste or America is gonna go bankrupt. T…
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@paullecoque
Paul LeCoque
4 hours
IonQ 🤔👊🏻
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@paullecoque
Paul LeCoque
3 days
Absolutely meaningless fear/trade porn. Anyone selling on this “news” shouldn’t be in the stock in the first place. IonQ
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@paullecoque
Paul LeCoque
4 hours
RT @BillAckman: Did everyone else understand that Non Governmental Organizations, ie, NGOs, receive most if not all of their funding from t…
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@paullecoque
Paul LeCoque
5 hours
RT @KobeissiLetter: On day 8 of the formation of @DOGE, the below announcement was made. DOGE is reportedly saving the US Government $1 bi…
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@paullecoque
Paul LeCoque
5 hours
RT @NickTimiraos: In the NY Fed's consumer survey, inflation expectations at the 1- and 3-year horizons were unchanged in January, opening…
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@paullecoque
Paul LeCoque
5 hours
RT @zerohedge: And NY Fed 1 Year inflation expectations are... unchanged Socialist "economist" Justin Wolfers over at UMich is going to ha…
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@paullecoque
Paul LeCoque
5 hours
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@paullecoque
Paul LeCoque
6 hours
@spacanpanman @thekookreport I can think of another…
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@paullecoque
Paul LeCoque
6 hours
@BillAckman @X @BillAckman Hope you saw this above 😉
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@paullecoque
Paul LeCoque
6 hours
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@paullecoque
Paul LeCoque
6 hours
RT @SpaceInvestor_D: $ASTS Abel watching the Starlink SuperBowl ad yesterday and double-clicking on the $15/month tag. h/t @spacanpanman
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@paullecoque
Paul LeCoque
6 hours
10 days ago @ $19.24. “For what it’s worth, I think $ASTS is one of the most undervalued companies I’ve seen in my investment career.” Still think the same.
@paullecoque
Paul LeCoque
9 days
While many may see this as a stretch for $ASTS, to say the least, I don’t. I’ve been thinking along the same lines, albeit precise timing is always hard to peg. I’m not big on price targets either (get asked this all the time about IonQ et al). But, importantly, here we already have a legitimate comp in Starlink, with a current value of $228B, with clearly inferior technology and significantly less global coverage than ASTS. There are other factors, of course, that come into play, but this definitely offers a ballpark guide as to what ASTS can achieve in terms of its valuation. And markets love to peg off comps, and will discount future growth prospects 6-12 months ahead of time. Also, most institutional investors are not aware of or up to speed on ASTS, likely due to the Musk effect. But this has created a very unique opportunity. For what it’s worth, I think ASTS is one of the most undervalued companies I’ve seen in my investment career.
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@paullecoque
Paul LeCoque
6 hours
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@paullecoque
Paul LeCoque
6 hours
RT @JTLonsdale: Even if I had no exposure to funds, I’d oppose taxing carry at a higher rate than cap gains. I love the current vibe: 100%…
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