Bill’s Setup On Marathon Petroleum


want to do that one because we’ve talked a lot about that, its relationship with these so-called A5, etc. But so is Marathon Petroleum, which you own. Yeah, I mean, they have just continued to make record highs. It’s in their top ten. I also wrote a portfolio where I only own ten names since the only non-tech name in there.

They’ve gone from free cash flow negative in 2020 to like 15 billion plus in over the last year. Just like these energy companies have. But the refining margins have actually tapered off in 2023 at the end. And we’ve seen Marathon Petroleum shake it off and continue to grind higher. I think that there’s a very, very well-run company in the refining space is doing terrific.

Wednesday’s MasterCard, Joe, MasterCard and—


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