HFI Research

YellowBrick

@hfi-research

HFI Research is a contrarian investment research firm with expertise in the energy sector with a focus on oil and natural gas.

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Ideas

Companies Involved

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YellowBrick

Investment Ideas

BullishCCThe Chemours Company

(Public) Chemours - Jon's Favorite Capital Cycle Investment Idea

Feb 6, 2026hfir.com

PitchPBRPetróleo Brasileiro S.A. - Petrobras

PBR stock pitch - 2026-01-15

Jan 14, 2026joinyellowbrick.com

AnalysisPBRPetróleo Brasileiro S.A. - Petrobras

(Public) Petrobras Primer

Jan 13, 2026hfir.com

BullishMNRMach Natural Resources LP

(Public) Why We Bought Mach Natural Resources Equity

Jan 7, 2026hfir.com

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