A subsidiary of HFI Research. Jon Costello is the author of all the reports.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 223 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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hfir-ideas.comLatest Issues
(Idea) Suncor Energy - Another Dazzling Quarterly Performance
By: Jon Costello
By: Jon Costello
(Idea) First Quarter Review And Thesis Check-Up For Transocean, Cheniere Energy, And New Stratus Energy
Editor’s Note: Suncor, Chemours, and Mach Resources update will be published on Monday.
Editor’s Note: Suncor, Chemours, and Mach Resources update will be published on Monday.
The Oil Math And Why The Broader Market Is Crazy To Ignore It
HFIR's head of ideas, Jon Costello, shares his thoughts on the oil math.
By: Jon Costello
(Public) Cheniere Energy - The Conservative Way To Own LNG
By: Jon Costello
It has been a while since I wrote an update on Cheniere Energy (LNG), which we’ve held in the HFIR Energy Income Portfolio since January 2021. The company recently reached an important milestone and has begun a new phase o...
(Idea) Venture Global
By: Jon Costello
By: Jon Costello
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Contrarian investment research - current focus: Energy
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