Jon Costello (Ideas From HFI Research)

Substack by HFI Research · launched May 8, 2024

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

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Top in Finance

#420

Paid leaderboard

#186

Paid subscribers

100+ paid

Badge

Bestseller 100

Followers

36K

Paid plan

$200/mo

Recommends

9

other newsletters

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 63 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Percentile

Top 80%

of 525 ranked finance newsletters

Best rank seen

#381

on Sep 17, 2026

Rank, 7 days

+13 places

Followers added

+1.6K

since tracking began

Reactions per post

15

average, recent posts

Reactions tracked

174

across 12 posts

Most-reacted post we have seen: (Public) The Oil Shortage The Market Is Still Underpricing, Part I — 67 reactions on Aug 17, 2026.

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Recent posts

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

  Sep 11, 2026Paid6 reactions0 comments0 restacks

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

  Sep 10, 2026Paid8 reactions0 comments0 restacks

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

  Sep 5, 2026Paid4 reactions0 comments0 restacks

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

  Sep 4, 2026Paid9 reactions0 comments0 restacks

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

  Aug 29, 2026Paid14 reactions0 comments0 restacks

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

  Aug 24, 202623 reactions0 comments1 restacks

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

  Aug 19, 2026Paid11 reactions0 comments0 restacks

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

  Aug 17, 202667 reactions0 comments8 restacks

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

  Aug 14, 2026Paid7 reactions0 comments0 restacks

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

  Aug 10, 2026Paid6 reactions0 comments0 restacks

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

  Aug 7, 2026Paid12 reactions0 comments0 restacks

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

  Aug 1, 2026Paid7 reactions0 comments0 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Jon Costello (Ideas From HFI Research). Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Nov 11, 2026.