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• Jon Costello (Ideas From HFI Research)

  A subsidiary of HFI Research. Jon Costello is the author of all the reports.

  10 posts · theirs

Lately

• The Oil Shortage The Market Is Still Underpricing, Part II

  Jon Costello (Ideas From HFI Research) · 2026-08-19

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

  Jon Costello (Ideas From HFI Research) · 2026-08-17

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

  Jon Costello (Ideas From HFI Research) · 2026-08-14

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

  Jon Costello (Ideas From HFI Research) · 2026-08-10

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

  Jon Costello (Ideas From HFI Research) · 2026-08-07

• (Idea) Obsidian Energy - Attractive Valuation, Unproven Growth

  Jon Costello (Ideas From HFI Research) · 2026-08-01

• (Idea) Calumet - It's Time To Trim

  Jon Costello (Ideas From HFI Research) · 2026-07-29

• (Idea) Greenfire Resources - The Stock Is Undervalued

  Jon Costello (Ideas From HFI Research) · 2026-07-29

• (Idea) Suncor Energy - Elevated Refining Margins Support A Higher Valuation

  Jon Costello (Ideas From HFI Research) · 2026-07-20

• (Idea) Occidental Petroleum - Recent Deleveraging Strengthens The Investment Case

  Jon Costello (Ideas From HFI Research) · 2026-07-16

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