compoundinte.rest · research journal
Research Journal
A thesis log with check-ins over time (private/public). TROX is our first entry.
Latest research
TROXPRIVATE · ACTIVE
TROX cyclical floor thesis (research)
Working thesis: ~$5 is a cycle floor; expect mean reversion/upswing to $15–18 over 6–24 months. Need to validate cycle history, balance sheet survivability, and catalysts (expansion/new market).
Horizon: 6–24 months · Target: 15–18