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Hertz

0 statements across 0 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Aug 5, 2021 by Jonathan Lewinsohn · said 4 times in 2 episodes since 2021 · across every show →

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brought up most by Jonathan Lewinsohn (4)

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2026 3 mentions in 1 episode
2021 1 mention in 1 episode

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Everything said about Hertz, oldest first

Aug 5, 2021 bullish
Opinion
Lewinsohn: Hertz is primed to perform very well post-pandemic
“Today, Hertz is primed to do very well because they have far fewer cars and people want to travel like it's, you know, the end of the world.”
Jonathan Lewinsohn Aug 5, 2021 ▶ 22:37 Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
Feb 2, 2026 negative
Assertion Supported
Lewinsohn: Hertz's post-bankruptcy crisis stemmed from Tesla residual value collapse
“Hertz had a problem coming out of their restructuring that they had too many Teslas. It wasn't only that people didn't want to rent Teslas. I think people found Tesla's interesting to rent. They're great cars. The problem was the residual value was much worse …”
Jonathan Lewinsohn Feb 2, 2026 ▶ 26:50 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
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