Hertz reported strong earnings (6% revenue growth, improving RPU/RPD for third consecutive quarter, 15% EBITDA growth) followed by market oversold overreaction similar to a previous 10-bagger setup. High short interest (162M shares) and favorable options chain create catalyst for significant rally recovery.
At post $1.79·Now $1.790.0% since postedas of Nov 5, 4:45 PM ET
Hertz Volume Explodes To 43M. 3x of daily average. Very high IV.. Bears are getting absolutely wrecked..
Hertz is showing classic short squeeze indicators: 67.93% short interest of float, extreme IV at 95.20%, and volume spiking to 43M shares (3x daily average). Author argues shorts are panic-buying as the squeeze begins.
At post $2.07·Now $1.79-13.5% since postedas of Nov 5, 4:45 PM ET
Hertz down 75% $1.74: Operational Turnaround Or Falling Knife? Turnaround?
Hertz is undergoing operational recovery with positive EBITDA and fleet modernization, but faces significant headwinds from debt burden, used-car market volatility, and execution risks. The turnaround is plausible but constrained by leverage and market uncertainty.
At post $1.69·Now $1.79+5.9% since postedas of Nov 5, 4:45 PM ET
“puts for next Friday, same strike; increased position size towards EOD”
Betting against HTZ meme. Net +15k in a few days
Hertz was trading as a meme and the author successfully bet against it with puts, expecting the stock to fall and profiting from the move despite suboptimal execution timing.
At post $2.16·Now $1.79-17.1% since postedas of Nov 5, 4:45 PM ET
HTZ — Looking at the Bull/Bear Case: What Am I Missing?
Hertz's valuation appears to have priced in an overly pessimistic scenario. While the company faces real challenges (debt, depreciation, weak used-car markets), if management improves fleet economics and the business returns to normalized profitability, current stock levels could deliver significant upside. The thesis hinges on whether operating improvements can overcome balance-sheet headwinds and capital requirements.
At post $2.80·Now $1.79-36.1% since postedas of Nov 5, 4:45 PM ET
“call positions up 800%, calls that expire next week”
Hertz Guy Play Status
Hertz will experience significant upside next week when short sellers are forced to cover approximately 97 million shares. The author holds calls expiring next week, viewing today's 50% gain from $1.70 to $2.20 as validation of the thesis rather than a sell signal.
At post $2.27·Now $1.79-21.1% since postedas of Nov 5, 4:45 PM ET
Author invested $212k in Hertz a few weeks before posting, citing heavy DD based on SEC filings. The position implies conviction in upside potential, though specific catalysts and timing are not detailed in this excerpt.
At post $2.27·Now $1.79-21.1% since postedas of Nov 5, 4:45 PM ET
HTZ might be the dumbest thing I own but thats why I bought it. 200k YOLO
Hertz is deeply depressed due to past mismanagement and debt, but the company only needs to stabilize operations to benefit from mean reversion. With expectations already in the floor, even a halfway competent turnaround could drive significant stock appreciation.
At post $2.27·Now $1.79-21.1% since postedas of Nov 5, 4:45 PM ET
Short sellers will eventually be forced to cover their positions, driving the stock higher through a buying squeeze. The author expects maximum pain for shorts to occur by end of day or shortly thereafter as the unwind happens.
At post $2.27·Now $1.79-21.1% since postedas of Nov 5, 4:45 PM ET
Author plans a $40k entry into HTZ in the early days following a catalyst, with the strategy of riding momentum for near-term gains and exiting near 12-month highs.
At post $2.02·Now $1.79-11.4% since postedas of Nov 5, 4:45 PM ET
The author expects Hertz to run from current levels back to $5-7 per share driven by short interest squeeze dynamics. Position includes 10,000 shares and 100 call options at $3 strike expiring 8/21.
At post $2.02·Now $1.79-11.4% since postedas of Nov 5, 4:45 PM ET
Hertz has massive short float (31.2%) that could trigger a squeeze. Recent earnings beat on profitability with 8% YoY revenue-per-unit growth, and shorts eventually buy back if sentiment improves, potentially driving upside.
At post $2.02·Now $1.79-11.4% since postedas of Nov 5, 4:45 PM ET
Full port, life savings in HTZ, I have never felt this alive
Author is bullish on Hertz (HTZ) and has gone all-in with their life savings after observing price momentum this morning. The post implies conviction in the stock's continued upside despite thin fundamental reasoning.
At post $2.02·Now $1.79-11.4% since postedas of Nov 5, 4:45 PM ET
Hertz has been oversold at ~$1.70 despite beat earnings ($2.4B revenue vs $2.28B est, -$0.11 EPS vs -$0.24 est) and strong RPD growth. With 75% of float sold short and only 5 days to cover, short squeeze potential could drive the stock to $3+ next week.
At post $2.02·Now $1.79-11.4% since postedas of Nov 5, 4:45 PM ET