A subsidiary of HFI Research. Jon Costello is the author of all the reports.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 248 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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hfir-ideas.comLatest Issues
(Public) HFIR Energy Income Portfolio: The Discipline To Wait
By: Jon Costello
Today, I want to focus on portfolio policy rather than new investment ideas or updates on existing holdings. Attractive investment candidates have become worrisomely scarce, and I have begun raising cash in the HFIR Energy...
The Oil Shortage The Market Is Still Underpricing, Part II
By: Jon Costello
By: Jon Costello
(Public) The Oil Shortage The Market Is Still Underpricing, Part I
By: Jon Costello
The following is an excerpt of a letter I wrote to investors in an investment partnership I manage. It is the first of two parts. The second part will address consequences to the oil and stock markets.
More than five mont...
(Idea) Transocean's Second Quarter Was Better Than It Looked
By: Jon Costello
By: Jon Costello
(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
Please see 2025 write-up titled: (Idea) Hess Midstream - A Potential Acquisition Target For Chevron
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Contrarian investment research - current focus: Energy
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