Jon Costello (Ideas From HFI Research)
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(Idea) Occidental Petroleum - Recent Deleveraging Strengthens The Investment Case
Occidental 2024 write-up (public)
Jul 16
•
HFI Research
14
(Idea) Warrior Met Coal: One Of The Best Met Coal Names
By: Jon Costello
Jul 11
•
HFI Research
15
(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
•
HFI Research
1
(Public) U.S. Refiners - Strong Fundamentals, Unattractive Investments
By: Jon Costello
Jul 2
•
HFI Research
26
(Idea) Borr Drilling Shares Look Attractive After Their Recent Selloff
By: Jon Costello
Jul 1
•
HFI Research
13
June 2026
(Public) The Oil Market Is Reading The Wrong Clock: A Major Mispricing
By: Jon Costello
Jun 28
•
HFI Research
92
1
12
(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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