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@Bonhoeffer_KDS Avatar @Bonhoeffer_KDS Keith D. Smith, CFA

Keith D. Smith, CFA posts on X about $fdus, $main, $ffhto, $tslx the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

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Social Influence #

Social category influence stocks finance

Social topic influence $fdus #1, $main #12, $ffhto, $tslx #1, $arcc #5, $acgl, over the, $brk, $mkl, $rnr

Top assets mentioned Main Street Capital Corporation (MAIN) Ares Capital, Corp. (ARCC) Arch Capital Group Ltd (ACGL) Markel, Corp. (MKL) RenaissanceRe Holdings Ltd. (RNR) Blackstone Secured Lending Fund (BXSL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Who are the insurers who focus on investing as well as underwriting The list so far I can think of includes: $BRK $MKL & $FFH.TO. TIA"
X Link @Bonhoeffer_KDS 2025-06-07T23:40Z 6334 followers, 4548 engagements

"What are some of the best ways to play increased low-income residential development/construction"
X Link @Bonhoeffer_KDS 2024-08-19T02:12Z 6333 followers, 8614 engagements

"@CJ0pp3l Well underwritten BDCs holding B/BB paper with growing collateral & warrants. Should have yield equal to high yield but trades at about X% premium to high yield. $TSLX $FDUS & $ARCC"
X Link @Bonhoeffer_KDS 2025-09-21T02:14Z 6334 followers, XXX engagements

"@CedarStResearch I was looking @ the wrong re-insurer. For $RNR the 5-yr BV growth & divy growth is 12.5%/yr. Lower than $ACGL but closer at a spread of only 2.5%/yr"
X Link @Bonhoeffer_KDS 2025-10-03T22:35Z 6334 followers, XXX engagements

"You can take a look at long-term XX year (multiple credit cycles) RoE and divy + BV returns efficiency ratios compared to banks long-term gain/loss of principle (% growth/decline of NAV) to separate the wheat from the chaff. If you filter using these metrics you can narrow the field to a few well underwritten BDCs"
X Link @Bonhoeffer_KDS 2025-10-12T16:14Z 6335 followers, 1734 engagements

"@CedarStResearch Why do you think $FFH.TO has not had increasing T/BV over the past 5/10 years like every other insurance firm Is its BV more volatile"
X Link @Bonhoeffer_KDS 2025-10-05T17:22Z 6334 followers, XXX engagements

"@colarion Many are. If I am not mistaken $TSLX has the only former commercial banking underwriting team running a BDC. There is some spill over into other BDCs like $FDUS and a few who come from accounting backgrounds like $MAIN"
X Link @Bonhoeffer_KDS 2025-10-12T12:54Z 6335 followers, XXX engagements

"$FDUS $ARCC & $BXSL (but does not have a 10-yr track record at this point). $MAIN is also good but trades at a decent premium. $HTCG is also interesting for tech exposure/upside. I dont like using discount to NAV as in many cases you dont know what NAV is. I focus on the ones where I can asses NAV pretty good then apply div yield discount analysis. Where I have erred in the past is in estimating NAV stability with $OCSL for example"
X Link @Bonhoeffer_KDS 2025-10-12T16:55Z 6335 followers, XXX engagements

"@CedarStResearch Why has $RNRs BV & divy growth been so slow over the past X years (flat) vs. 15%/yr. for $ACGL TIA"
X Link @Bonhoeffer_KDS 2025-10-03T22:23Z 6334 followers, XXX engagements

"@larryswedroe Most of them use around 1x leverage. That is not dramatically more leverage especially if they are originating BB paper (more than 2x EBITA coverage) w growing capital light collateral. $MAIN actually has an expense ratio (expenses/NII)(11%) less than CCFLX"
X Link @Bonhoeffer_KDS 2025-09-30T14:57Z 6334 followers, XXX engagements