Jon Costello (Ideas From HFI Research)

Jon Costello (Ideas From HFI Research)

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February 2026

(Idea) Venezuela's Energy Sector Resurgence Is Happening Fast And The Investment Opportunities
On Jan 3rd, the US successfully captured Venezuelan President Nicolás Maduro and took him into custody.
 • HFI Research
(Idea) Chemours - Investment Thesis Remains Intact Despite Weak Q4 Results
Editor’s Note: Please also read the original Chemours write-up.
 • HFI Research
(Idea) Tronox - Multi-Bagger Potential From A Titanium Dioxide Market Recovery
Please be sure to read our primer on the chemical sector and the titanium dioxide market.
 • HFI Research
(Idea) Enterprise Products Partners - Nearing A Cash Flow Inflection
By: Jon Costello
 • HFI Research
(Public) Primer On Investing In The Cyclical Chemical Sector
Editor’s Note: The piece below is a compilation of all of the chemical sector write-ups we published since October 2025.
 • HFI Research
(Idea) Our Take On Transocean's Acquisition Of Valaris
Editor’s Note: We first covered VAL 9.48%↑ in a write-up back in March 2025.
 • HFI Research
(Idea) Where To Find The Best Opportunities In The Chemical Sector
By: Jon Costello
 • HFI Research
(Public) Chemours - Jon's Favorite Capital Cycle Investment Idea
Editor’s Note: This article was first published to paid subscribers on Nov 15.
 • HFI Research
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