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Monday, December 30, 2013

James Dinan on CNBC Part 2

Jamie Dinan was on CNBC talking about why he liked Hertz (HTZ) and thinks it can earn $2.20 and thinks they could spin off the equipment rental business in 2014 to unlock additional value.  He thinks the consolidation in the space has really helped them along with the other large players as pricing has improved.  This is basically the thesis layed out by some Columbia Business School students at the Pershing Square Challenge in 2013  - if you haven't seen it take a look: here.


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