Hertz
Discussed in 1 interview, pitched by students once.
Student pitches
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Spring 2013
Long Hertz
By Richard Hunt, Stephen Lieu and Rahul Raymoulik
The Dollar Thrifty merger finished ten years of consolidation in car rental, which the team thought the market underestimated. About 52% upside in 12 months.
Interviews
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Winter 2015
Andrew Wellington
Lyrical Asset Management
Lyrical's founder on how he builds a portfolio, with Avis, Hertz and AerCap among the investments he uses to show how he thinks.
Portfolio constructionDeep value