Archive - Jon Costello (Ideas From HFI Research)

(Idea) Tamarack Buys Headwater At An Attractive Price

By: Jon Costello

Sep 12 • HFI Research

(Idea) GeoPark’s Venezuela Deal Creates More Upside—And A More Difficult Valuation

By: Jon Costello

Sep 11 • HFI Research

(WOMM) What’s On My Mind - The Venezuela Land Grab

By: Jon Costello

Sep 10 • HFI Research

(Idea) Greenfire Resources - What Should Investors Do For The Rights Offering?

By: Jon Costello

Sep 5 • HFI Research

(Idea) Warrior Met Coal: Blue Creek Is Delivering, But Is It Still A Buy?

By: Jon Costello

Sep 4 • HFI Research

August 2026

(Idea) The Energy Sector In Colombia And Venezuela Is At An Inflection Point

Since the start of 2026, I have written numerous times on the golden opportunities we are seeing in Colombia and Venezuela.

Aug 29 • HFI Research

(Public) HFIR Energy Income Portfolio: The Discipline To Wait

By: Jon Costello

Aug 24 • HFI Research

The Oil Shortage The Market Is Still Underpricing, Part II

By: Jon Costello

Aug 19 • HFI Research

(Public) The Oil Shortage The Market Is Still Underpricing, Part I

By: Jon Costello

Aug 17 • HFI Research

(Idea) Transocean's Second Quarter Was Better Than It Looked

By: Jon Costello

Aug 14 • HFI Research

(Idea) Hess Midstream - The 2028 Volume Reset Looks Worse Than It Is

Please see 2025 write-up titled: (Idea) Hess Midstream - A Potential Acquisition Target For Chevron

Aug 10 • HFI Research

(Idea) Suncor Energy - Strong Q2 Results Despite Operational Challenges

By: Jon Costello

Aug 7 • HFI Research

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