Jon Costello (Ideas From HFI Research)

Jon Costello (Ideas From HFI Research)

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(Public) WOMM: Energy Sector Consolidation Continues
By: Jon Costello
22 hrs ago • HFI Research
(Ideas) Are Tanker Stocks Overvalued Or Undervalued?
By: Jon Costello
Oct 20 • HFI Research
(Idea) Chevron Got The Better Of Hess Midstream
By: Jon Costello
Oct 19 • HFI Research
(WOMM) No Bargains
This article is public.
Oct 13 • HFI Research
(Idea) Cenovus Energy's Athabasca Acquisition Is No Bargain
By: Jon Costello
Oct 10 • HFI Research
(Idea) Transocean's Valaris Deal Shifts Toward Execution
By: Jon Costello
Oct 7 • HFI Research
(WOMM) 5% Treasuries Raise The Bar For Energy Stocks
By: Jon Costello
Oct 7 • HFI Research
(Idea) Scorpio Tankers - Testing The Bull Case From A Diesel Export Ban
By: Jon Costello
Oct 1 • HFI Research

September 2026

(WOMM) It’s Now Or Never For U.S. Oil Production
This article is public.
Sep 29 • HFI Research
(Idea) How Would US Diesel Export Restrictions Impact Energy Stocks?
By: Jon Costello
Sep 25 • HFI Research
(WOMM) What Energy’s Valuation Says About The Rest Of The Market
By: Jon Costello
Sep 23 • HFI Research
What’s On My Mind - Higher Oil Prices And The Case For Caution
By: Jon Costello
Sep 16 • HFI Research
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