Jon Costello (Ideas From HFI Research)
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(Idea) Genesis Energy - The Market Is Selling Based On Headlines, Not Cash Flows
By: Jon Costello
2 hrs ago
•
HFI Research
6
(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
18
May 2026
(Idea) A Supply-Led Titanium Dioxide Recovery Cannot Survive A Demand-Led Recession
Editor’s Note: HFI Portfolio has already sold long positions in Kronos, Tronox, and Chemours.
May 30
•
HFI Research
14
(Idea) Cardinal Energy: A Top Canadian E&P Worth Waiting For
By: Jon Costello
May 27
•
HFI Research
9
(Idea) Borr Drilling - Priced For A Recovery That Hasn't Arrived
(Idea) Borr Drilling - Yikes
May 27
•
HFI Research
10
(Idea) Calumet: De-Risking Sets Up The Stock For Gains
Previous write-ups on CLMT 4.64%↑:
May 22
•
HFI Research
9
1
(Idea) Suncor Energy - Another Dazzling Quarterly Performance
By: Jon Costello
May 12
•
HFI Research
9
(Idea) First Quarter Review And Thesis Check-Up For Transocean, Cheniere Energy, And New Stratus Energy
Editor’s Note: Suncor, Chemours, and Mach Resources update will be published on Monday.
May 10
•
HFI Research
11
2
The Oil Math And Why The Broader Market Is Crazy To Ignore It
HFIR's head of ideas, Jon Costello, shares his thoughts on the oil math.
May 6
•
HFI Research
27
2
(Public) Cheniere Energy - The Conservative Way To Own LNG
By: Jon Costello
May 3
•
HFI Research
32
7
April 2026
(Idea) Venture Global
By: Jon Costello
Apr 25
•
HFI Research
11
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