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antifragilemachine
Apr 13, 2022 6:33 PM

Last Chance Long

Hertz Global Holdings, IncNASDAQ

Description

Different position now than a year or two ago

Inflation driving their portfolio up. More people are driving and need cars, automakers are slowing on car making with oil, driving up the price of normal cars for now until the switch to EV's is more underway

Also commitment to higher market and TaaS (transportation as as ervice) and are partnering with TSLA by committing to buy a lot of TSLA's

Trade active

HTZ now working with Amazon to improve transportation services
Comments
IshWij
Are you still bullish?
antifragilemachine
@IshWij, with inflation and value of cars, the value of their fleet is different and their cash position is just different.
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