Ed Glazer — Economics Professor, Harvard University (2 trade ideas)

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Date Ticker Direction Thesis Source
Feb 15, 2026
HYMTF
LONG Glazer states, "The average electric bus in the US costs about $1.05 million... You can buy a perfectly nice 36-ft electric bus from Hyundai for $350,000." The price discrepancy is nearly 3x. As municipal budgets tighten and the "astounding" waste is exposed, there is immense pressure to either relax "Buy American" rules or for Hyundai to onshore manufacturing (which Skoutelas explicitly welcomes). Hyundai possesses a massive competitive pricing moat against US incumbents. LONG Hyundai as the superior efficiency play in the transit sector. "Buy American" regulations remain strict, preventing Hyundai from entering the US market despite the price advantage. Bloomberg Markets
How America Ended Up Paying So Much for Publi...
Feb 15, 2026
GM /TM
WATCH Glazer contrasts the bus industry with the auto industry: "Between 1995 and 2025, the quality adjusted cost of a new car dropped by 40%... The miracles of low cost come from scale economies." The bus industry is broken because it ignores the manufacturing principles of GM and Toyota. If the bus market reforms toward standardization (as Johnson suggests), it either opens the door for these auto-giants to enter the market with their superior scale, or they serve as the benchmark for how manufacturing *must* evolve. WATCH for entry into the mass-transit hardware space or partnerships with transit agencies. They remain focused solely on consumer vehicles and ignore the B2G (Business to Government) market. Bloomberg Markets
How America Ended Up Paying So Much for Publi...