I’d take the opposite side of the trade on several things. Hertz being one of them. Also, I think you mistook the meaning of “overtrading at bad prices.” Buyi

I’d take the opposite side of the trade on several things. Hertz being one of them. Also, I think you mistook the meaning of “overtrading at bad prices.” Buying Hertz at any price in June was overtrading it, and at a bad price to boot.