Jon Costello (Ideas From HFI Research)
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(Idea) Investors Are Underappreciating How Positive Espriella Will Be For The Colombian Energy Sector
Neglect, dislike, or whatever you want to call it, investors in the energy sector are completely misreading the situation unfolding in Colombia.
Jul 3
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HFI Research
1
(Public) U.S. Refiners - Strong Fundamentals, Unattractive Investments
By: Jon Costello
Jul 2
•
HFI Research
22
(Idea) Borr Drilling Shares Look Attractive After Their Recent Selloff
By: Jon Costello
Jul 1
•
HFI Research
13
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(Public) The Oil Market Is Reading The Wrong Clock: A Major Mispricing
Jun 28
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HFI Research
91
1
11
The Oil Math And Why The Broader Market Is Crazy To Ignore It
May 6
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HFI Research
27
2
(Idea) A Record-High Stock Market Is Heading Into An Oil Supply Shock
Jun 4
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HFI Research
19
The Strait Of Hormuz Disruption - Oil Supply Math Points To A Longer Crisis Than The Market Expects
Mar 26
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HFI Research
17
1
(Idea) Transocean Is Looking More And More Attractive
Aug 6, 2025
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HFI Research
16
3
1
(Public) Analyzing Historical Analogs And When To Take Profits on Energy Stocks
Apr 2
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HFI Research
38
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(Public) The Oil Market Is Reading The Wrong Clock: A Major Mispricing
By: Jon Costello
Jun 28
•
HFI Research
91
1
11
(Idea) Parex Resources: High-Torque Oil Leverage At A Double-Digit Yield
By: Jon Costello
Jun 25
•
HFI Research
10
1
(Idea) Espriella Becomes The Next Colombian President, This Is Very Bullish For Colombian Oil Producers
Abelardo de la Espriella just won the Colombian presidential election.
Jun 22
•
HFI Research
5
(Idea) Calumet - Big Upside If The Market Prices The RIN Windfall
Previous write-ups on Calumet:
Jun 19
•
HFI Research
12
(Idea) Genesis Energy - The Market Is Selling Based On Headlines, Not Cash Flows
By: Jon Costello
Jun 16
•
HFI Research
7
(Idea) Midstream MLPs Are The Income Trade For An Oil Supply Shock
By: Jon Costello
Jun 6
•
HFI Research
11
1
1
(Idea) A Record-High Stock Market Is Heading Into An Oil Supply Shock
By: Jon Costello
Jun 4
•
HFI Research
19
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Jon Costello (Ideas From HFI Research)
A subsidiary of HFI Research. Jon Costello is the author of all the reports.
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Jon Costello (Ideas From HFI Research)
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