R
Ryder System, Inc.
stock NYSE

I know not everyone here is an expert so here is a summary of what operating means.
Operating earnings (or operating income) = profit from core business operations = revenue − operating expenses (like COGS, wages, rent, R&D). It excludes interest and taxes.
For Beyond Meat (BYND):
In Q2 2025, operating loss was about −$38 million, meaning they’re still not profitable at the operating level.
Operating margin = −$38M ÷ $92M ≈ −41%
So, they lost about 41 cents per dollar of sales from operations.

>You win around 70–80% of your trades, but your risk-to-reward ratio is only 1:1
Profit factor of 2.33 - 4.00
> You’re aiming for 2R or 3R targets, but your win rate drops to 40% or less
Profit factor of 1.33 - 2.0
I would take that first system because the magnitude of the edge is wildly higher. A more realistic choice to need to make would be 2R 50% WR, or 1R 66.66% WR (both a PF of 2.0).
In reality, I WANT to be the high win rate trader with a lower R, but that's just not how any of my edges express themselves. If I test out a 1:1 bracket on my entries, my win rate is about 50%. No edge. But the money comes from the fact that when my setups do work, they continue to work and pay multiples of R - so at higher Rs, the reward obviously increases by a lot, but the win rate doesn't drop a ton, and the magnitude of the edge increases a lot.
When it comes to R/WR, people will probably be more constrained by how their edge actually expresses itself than by what they want. Someone might have the opposite problem and be really good at getting to 1R with a high win rate, but the edge fals apart if they try to push it further.

As you can see, I agree completely. Innoviz doesn't have the debt like Luminar, so it will take much longer. But I could see them being one of the last LiDAR companies standing with MicroVision due to using 905mn and cheaper labor in Israel vs US and partnerships that they do have. Just not a company I would ever invest in, because I don't trust Omer.
Only Omer would post a pic like this on Twitter. He's a true professional that I'm sure OEMs love lol.
Not sure if this is a long range sensor or their short range sensor that they started to talk about. I'm sure if anyone wants to know they could just ask on X and he will tell them. I'm guessing it's going to be for a long range sensor, because Innoviz2 is just way to large for any OEM to fit without redesigning the car around the LiDAR like Volvo did.
Maybe OEMs have told them the sensor needs to be smaller to compete in RFQs. We saw how that worked out for Luminar. Nobody is going to want Innoviz2 and will just try and wait till they dump tons of money into R and D on Innoviz3.
Still to this day my favorite interview he did was when he dragged that guy from Audi on stage to promote his partnership with him, only to have the guy tell him the sensor needed to be smaller, cheaper and better lol.
https://youtu.be/Vc9Mwg5oZ4A?si=SuX2eyuvg5_oLKD6

$CVNA level recovery is the hope. But my PT would be double of what the price is today, $14-15.
Another thing to note is that $CVNA was pretty close to bankruptcy (to my knowledge), these guys have had such a huge dip because they've been targeting the luxury car market in China. And they spent over $2B in R&D towards this goal. However, they've learned a lot from the R&D and pivoted.
Their recent pivot is luxury cars, but fit for the upper middle class Chinese masses.

Der Rest ist - vergleicht man Miete vs. Kauf von Apfel mit Apfel und nicht von Apfel mit Birne - aber ziemlich übersichtlich.
In unserer Ecke geht das freistehende Einfamilienhaus mit 150 bis 160 m², Energieklasse A+, Doppelgarage, Photovoltaik & Speicher und vernünftiger Austattung bei 2,5 t€ Kaltmiete los (wenn überhaupt verfügbar). Die Monatsrate für dieses Haus liegt bei 3,1 t€.
Nach 25 Jahren ist das Haus bezahlt. Bei der Mietbude liegt man dann bereits bei einer jährlichen Inflation von nur 2% bei 4,1 t€.
Aus der Rechnung wird i.d.R. nur ein Schuh, wenn man die Miete einer deutlich günstigeren Wohnung mit dem Kauf eines Hauses vergleicht.

In reality, I target swing highs/lows on M5/M15.
I just round it out to be 2 or 3 R depending how much distance I have from my entry to the swing H\L target. But I find that a lot of times price would reverse just shy of reaching the swing H/L so I just cut everything at 1R

Exactly the same for me! It changed everything for me. I went from a losing trader to a profitable one.
What I usually do these days is take partials at 1R, then at 2R I set my SL to 1R and let it run.
Or, take 75% off the table at 1R, set SL at break even and let it run.
The occasional 3+ R wins are worth it imo.

I've never R:R'd. I only trade the move and take what I can.

I don't focus on ratios in any formal way.
My stop goes on the opposite side of structure. I try to enter my trade as close to it as possible without letting the trade run away from me. How much risk depends on the chart. A quieter ETF I'll give it 20c maybe 30c if it's a volatile day. Something like TSLA I give it $1.
The chart will tell me when the trade is done. Sometimes it's 1:1, sometimes 1:0.5 if the trade didn't work out despite being correct, and sometimes 1:10 because I caught the start of a bigger picture trade and managed it looser to let it run.
But really what I'm looking for is that my entries are low risk more than I'm looking for R:R. The R:R will work itself out because my entries are solid and I can manage the trades to get a large chunk of the meat.
Any time I enter a trade that's higher risk because it's technically an entry, I sit there watching it retrace to a better price. Why? Because I'm not the only one that cobsidered it high risk. And therein lies patience.
I tend to add to my position and average those down. I'm not a believer in averaging down as a gambling strategy, but my stops are placed at the structure that supports my idea. So anywhere above (or below as the case may be) is fair game to add. I don't ever move my stop for more room though.

My strategy is hyper scalping.
My win rate is 90%+
My R:R is 1:1.8
I 100% feel better with a higher win rate.
But this works for me. Others might have their preference.
As long as I don’t compromise with my position size due to emotions. It’s pretty consistent.

So I’ve been thinking about this a lot lately and wanted to hear other traders’ thoughts.
Let’s say you could pick between two styles of trading:
1) High win rate: You win around 70–80% of your trades, but your risk-to-reward ratio is only 1:1. You’re not shooting for big R multiples — you’re just consistent, steady, and your setups are very high probability.
Psychologically, it feels great because you’re getting confirmation and reinforcement often. You don’t spiral into revenge trading or second-guess yourself because you’re winning more often than not.
2) Low win rate: You’re aiming for 2R or 3R targets, but your win rate drops to 40% or less. You might have to endure long stretches of losses, drawdowns, or stop-outs before catching those big winners that make up for it.
It can be mentally tough and sometimes messes with your psychology — especially if you’re someone who tends to overtrade or chase setups after a losing streak.
So my question is:
Would you rather have the steady, frequent confidence of winning more often (even if your profits per trade are smaller), or the occasional big wins that come with the emotional rollercoaster of a lower win rate?
I’ve tried both for many years and have been drastically more consistent and profitable with a 1:1R approach, winning about 75% of my trades.
It’s also helped my psychology a lot because the frequent wins cause a positive feedback loop.
Curious to hear how you all think about this balance between math and psychology in your own trading.

I.d.R. nein.
Ein Hubschrauber, der 24/7 fliegt braucht
- Nachtsicht Ausrüstung
- Nachtsicht-/Landung zertifizierte Piloten + Equipment
- Landeplatz, Tankstelle
- Mindestens 3-4 Piloten
- Notsan + Weiterbildung zum HEMS TC (mindestens 3-4)
- Notarzt mit Berechtigung zum Fliegen
- Equipment
- Wartung
- Sprit
In Villingen-Schwenningen ist damals (glaub 2019?) der erste 24/7 Hubschrauber Ba-Wü in Betrieb gegangen, da wurde damals mit Kosten von 2 Millionen Euro pro Jahr gerechnet. Heute natürlich mehr.
Mit 2 Millionen konnte man damals circa 8 RTWs kaufen.

I am currently PLMR, atm i have done alot of analysis into P&R insurance. PLMR poses incredible value, they are well driven, and trading at a discount to their peers. I expect them to do extremely well in the reinsurance market, and they are ideal for a merger eventually. They just moved out of wind, and are now focusing on earthquake insurance, gaining marketshares well and doing well in premiums.
My take is, they will eventually be acquired by Allstate/Aon/Progressive, as they would want to move more into earthquakes and reinsurance.

Y R U Gae

Look this guy up, he says exactly the same backed up with numbers. Couldn't believe what he says, until i watched all of his videos. 😂
https://youtu.be/R_ozrtpQt5U?si=bCgo6iD6-Cdc7nsI

> Wer spart tut das i.d.R. weil er etwas will, was er sich mit seinem Einkommen eigentlich nicht leisten kann. Sprich er plant über seine Verhältnisse zu leben.
Das ist ja die wildeste Argumentation die ich je gehört habe.
Der Betrachtungszeitaum eines Monats ist ja auch vollkommen arbiträr. Du sagst quasi jeder der die Miete 3 Wochen nach dem Gehalt bezahlt (und somit 3 Wochen „spart“) kann sich die nicht leisten.
Wenn man von jedem Monatsgehalt etwas spart um sich 1 mal im Jahr was zu leisten passt das umgekehrt ja auch ins Jahresgehalt und ist somit nicht über den Verhältnissen.
Das kannst du in beide Richtungen ad absurdum führen. 30 Jahresgehalter -> Haus. Wenn ich mir einen Kaffee kaufe muss ich den just in dieser Sekunde verdienen? Oder darf ich die Minutengehälter der aktuellen Stunde „sparen“?

Naja, aktuell verdienen sie vielleicht genug und möglicherweise irgendwann nicht mehr, dann müssen sie halt den Lebensstandard an ihre Verhältnisse anpassen.
Wer spart tut das i.d.R. weil er etwas will, was er sich mit seinem Einkommen eigentlich nicht leisten kann. Sprich er plant über seine Verhältnisse zu leben.

With a hard R

Me again,

When looking for ideas, I see quite a few posts on small-caps. I already invest (even overweight) a bit in a small-cap value ETF myself (around 20-25% of my portfolio).

So, I spend a bit more time browsing in here to see what fellow ValueInvesting redditors suggest. What struck me is that almost none of the suggestions are value (although not too dissimilar from large-cap suggestions). Even more striking is that these suggestions often look quite speculative.
Thus, my question would be:

**What fundamentals are you looking for when discovering or investing in S-C. stocks**? Only the story and hype? Personally, I look at: a) In what field and what competition do they operate (saturated ? niche ?), b) The investable market, c) their financial trend (Free cash flow and gross margin evolution), c) R&D intensity and d) their management/CEO

**And what % of your portfolio do they represent?** Although I like the idea, I intend to invest in 3-4 small-cap stocks maximum of a 12 stock portfolio I am very slowly (because of high valuation) building.
Curious to read your inputs.
Have a nice sunday

For E.g. Ken gives to:
Rauner, Bruce Vincent (R)
Irvin, Richard (R)
DeSantis, Ronald D. (R)
Durkin, James B. (Jim) (R)
Munger, Leslie Geissler (R)
McCormick, Dave (R)
Haley, Nikki (R)
Murkowski, Lisa (R)
Collins, Susan (R)
Johnson, Dusty (R)