[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DDBlakeFischer Blake Fischer Blake Fischer posts on X about dividend, $bxsl, $arcc, long term the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::120658221/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +8.40% - X Months XXXXXXX +23,848% - X Year XXXXXXX +10,873% ### Mentions: X [#](/creator/twitter::120658221/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +2,606% - X Year XXX +2,893% ### Followers: XXXXX [#](/creator/twitter::120658221/followers)  - X Week XXXXX +1.10% - X Month XXXXX +7.90% - X Months XXXXX +23% - X Year XXXXX +15% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::120658221/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXX% **Social topic influence** [dividend](/topic/dividend) #167, [$bxsl](/topic/$bxsl) #1, [$arcc](/topic/$arcc) #2, [long term](/topic/long-term) 5.41%, [$amat](/topic/$amat) #18, [at a](/topic/at-a) 5.41%, [$100b](/topic/$100b) #23, [market cap](/topic/market-cap) #456, [$200b](/topic/$200b) #6, [$85b](/topic/$85b) #2 **Top accounts mentioned or mentioned by** [@kobeissiletter](/creator/undefined) [@cedarstresearch](/creator/undefined) [@valuations](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@wolfejosh](/creator/undefined) [@saynototrading](/creator/undefined) [@aeoncoin](/creator/undefined) [@dvdnddiplomats](/creator/undefined) [@qcompounding](/creator/undefined) [@arbitragegod](/creator/undefined) [@realherbhoover](/creator/undefined) [@julianklymochko](/creator/undefined) [@peterchung13](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@mjmauboussin](/creator/undefined) [@valuestockgeek](/creator/undefined) [@halaltrader](/creator/undefined) [@stealthqe4](/creator/undefined) [@nuggetcapital](/creator/undefined) **Top assets mentioned** [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [Ares Capital, Corp. (ARCC)](/topic/$arcc) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Procter & Gamble (PG)](/topic/$pg) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Zoetis Inc (ZTS)](/topic/$zts) [VICI Properties, Inc. (VICI)](/topic/$vici) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Canadian National Railway (CNI)](/topic/$cni) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Owens Corning (OC)](/topic/owens-corning) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) ### Top Social Posts Top posts by engagements in the last XX hours "@DvdndDiplomats Good question. $325B mkt cap. $17B of earnings power all going to buybacks (2% annual) and dividend (3%). Clean balance sheet. Necessity products. $PG Not a must buy at 19/20x but love it in place of LT bonds for income or conservative portfolios" [X Link](https://x.com/DDBlakeFischer/status/1998122609452716276) 2025-12-08T20:08Z 1758 followers, 2133 engagements "IDEXX Laboratories and Zoetis: Two leaders in animal health - two different paths. Operating Income growth since 2021: $IDXX: XX% $ZTS: XX% 2026 Multiple: $IDXX: XX $ZTS: XX 2028 Multiple: $IDXX: XX $ZTS: XX IDEXX sells diagnostics equipment and imaging systems. Zoetis develops drugs and vaccines" [X Link](https://x.com/DDBlakeFischer/status/1985763870557028822) 2025-11-04T17:39Z 1752 followers, XXX engagements "I think real estate has gotten quite cheap especially on a relative basis to equities and gold. Buying $VICI below $XX at a X% dividend yield and 12x AFFO was appealing. VICI is one of the highest quality REITs with a triple-net model meaning the tenant pays rent plus all occupancy expenses including maintenance insurance and property taxes. Cici operates with few employees and has operating margins in the high 60s" [X Link](https://x.com/DDBlakeFischer/status/1985849466646368449) 2025-11-04T23:19Z 1753 followers, XXX engagements "I also built smaller positions in two BDCs as they sold below NAV earlier in the month. $BXSL and $ARCC are two of the better ones with low rates of non-accruals and payment-in-kind (PIK) which investors should watch out for. BXSL and Ares each cover their high dividends with net income. BXSL is a new fund but its book is one of the most defensive among all BDCs. Nearly the entire portfolio is first lien senior secured. Ares is one the biggest BDCs with a long track record of success. Credit distress and/or liquidity concerns cause it to sell off every so often and sometimes below book value" [X Link](https://x.com/DDBlakeFischer/status/1985851020346605808) 2025-11-04T23:25Z 1753 followers, XXX engagements "@CedarStResearch Whats your favorite here for a long term position" [X Link](https://x.com/DDBlakeFischer/status/1986207132791042336) 2025-11-05T23:00Z 1753 followers, XXX engagements "Appreciate the quick response. I had a $XX limit hit for Brown & Brown. $AJG looks really expensive but I see they have a fair amount of amortization in Opex. Up to $222m in q3. Add that back I see a XX or XX multiple. A bit higher than peers but thats normally the case with best of breed. Thanks for the detail" [X Link](https://x.com/DDBlakeFischer/status/1986213325957628248) 2025-11-05T23:25Z 1753 followers, XXX engagements "Long LSEG CNI and still holding onto a few $ASML shares from the this spring. From here a few long ideas: Universal music for the long term Ashtead group on infra build out NXP is way too cheap here. 15-20 year product lifecycles in auto (50% of revenues) and EVs require 2-4x the semi content. $LSEG $CNI $UMG $ASHTY $NXPI" [X Link](https://x.com/DDBlakeFischer/status/1991248023243063484) 2025-11-19T20:51Z 1752 followers, XXX engagements "Interesting chart. A lot of LT (50-100yr+) trendlines imply S&P has been stretched but fail to account for buybacks and retained earnings replacing dividends as the main form of shareholder return. This one does a better job of telling that story. A lot changed in XX. Not immune from a crash but the monetary backdrop fundamentally shifted and is a tailwind to assets in nominal dollars" [X Link](https://x.com/DDBlakeFischer/status/1992368545838329981) 2025-11-22T23:04Z 1750 followers, 2029 engagements "@ArbitrageGod @valuations_ Theyre still right around there. $ARCC and $BXSL in particular. Problem is they are equity and Q was for fixed income" [X Link](https://x.com/DDBlakeFischer/status/1993450179400544305) 2025-11-25T22:42Z 1758 followers, XX engagements "@RealHerbHoover Owens Corning Or are they desperate enough to take Jeld Wen off of the desperate hands at Turtle Creek" [X Link](https://x.com/DDBlakeFischer/status/1994632534391754992) 2025-11-29T05:00Z 1753 followers, XXX engagements "@JulianKlymochko BDCs are misunderstood and generally uncovered $BXSL up X% since this post" [X Link](https://x.com/DDBlakeFischer/status/1996318077731168295) 2025-12-03T20:38Z 1754 followers, XXX engagements "Where were these articles when Applied Materials was at $XXX I remember buying $AMAT in April. It felt uncomfortable. That seems to accompany my best purchases. Whereas everyone who feels great buying it today is accepting a much lower rate of return as detailed here 👇 Barrons is actually pretty good and I respect their analysis. Inevitably however buy ratings and positive coverage tend to lag not lead" [X Link](https://x.com/DDBlakeFischer/status/1997374093751136736) 2025-12-06T18:34Z 1758 followers, XXX engagements "I am now out of $AMAT as my $XXX limit sale executed before close today My admiration of Applied Materials has been strong ever since leading the sale of a thermal solutions supplier in 2021 $AMAT being offered at 12x operating income this spring was one of those wonderful gifts of this chaotic market and I was able to build a full position below $XXX Applied now trades 25x operating income and 30x earnings power. Nothing crazy but reaching the top of their historical bounds. Little to no growth is expected for 2026 as China revenue headwinds offset HBM market growth. Among its peers Applied" [X Link](https://x.com/DDBlakeFischer/status/1996332049486188924) 2025-12-03T21:33Z 1758 followers, 2659 engagements "This troughs at market tops for sure Looking at Mondelez this week owner of brands like Oreo Cadbury and Chips Ahoy. Cocoa prices compressed margins but seems to be normalizing. Selling for 16x NTM earnings power. Consensus earnings growth of X% and X% buyback get X% EPS growth and a XXX% dividend = XX% returns Decent margin of safety here but well see. Im very wary of name brands that have to compete against private labels (Kirkland Great Value etc) $MDLZ $XLP $COST $WMT" [X Link](https://x.com/DDBlakeFischer/status/1998496998312530066) 2025-12-09T20:56Z 1758 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DDBlakeFischer Blake Fischer
Blake Fischer posts on X about dividend, $bxsl, $arcc, long term the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +8.40%
- X Months XXXXXXX +23,848%
- X Year XXXXXXX +10,873%
Mentions: X #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +2,606%
- X Year XXX +2,893%
Followers: XXXXX #
- X Week XXXXX +1.10%
- X Month XXXXX +7.90%
- X Months XXXXX +23%
- X Year XXXXX +15%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXX%
Social topic influence dividend #167, $bxsl #1, $arcc #2, long term 5.41%, $amat #18, at a 5.41%, $100b #23, market cap #456, $200b #6, $85b #2
Top accounts mentioned or mentioned by @kobeissiletter @cedarstresearch @valuations @joecarlsonshow @wolfejosh @saynototrading @aeoncoin @dvdnddiplomats @qcompounding @arbitragegod @realherbhoover @julianklymochko @peterchung13 @sixsigmacapital @stocksavvyshay @mjmauboussin @valuestockgeek @halaltrader @stealthqe4 @nuggetcapital
Top assets mentioned Blackstone Secured Lending Fund (BXSL) Ares Capital, Corp. (ARCC) Applied Materials, Inc. (AMAT) Procter & Gamble (PG) IDEXX Laboratories, Inc. (IDXX) Zoetis Inc (ZTS) VICI Properties, Inc. (VICI) Arthur J. Gallagher & Co. (AJG) Canadian National Railway (CNI) NXP Semiconductors NV (NXPI) Owens Corning (OC) MONDELEZ INTERNATIONAL INC (MDLZ)
Top Social Posts
Top posts by engagements in the last XX hours
"@DvdndDiplomats Good question. $325B mkt cap. $17B of earnings power all going to buybacks (2% annual) and dividend (3%). Clean balance sheet. Necessity products. $PG Not a must buy at 19/20x but love it in place of LT bonds for income or conservative portfolios"
X Link 2025-12-08T20:08Z 1758 followers, 2133 engagements
"IDEXX Laboratories and Zoetis: Two leaders in animal health - two different paths. Operating Income growth since 2021: $IDXX: XX% $ZTS: XX% 2026 Multiple: $IDXX: XX $ZTS: XX 2028 Multiple: $IDXX: XX $ZTS: XX IDEXX sells diagnostics equipment and imaging systems. Zoetis develops drugs and vaccines"
X Link 2025-11-04T17:39Z 1752 followers, XXX engagements
"I think real estate has gotten quite cheap especially on a relative basis to equities and gold. Buying $VICI below $XX at a X% dividend yield and 12x AFFO was appealing. VICI is one of the highest quality REITs with a triple-net model meaning the tenant pays rent plus all occupancy expenses including maintenance insurance and property taxes. Cici operates with few employees and has operating margins in the high 60s"
X Link 2025-11-04T23:19Z 1753 followers, XXX engagements
"I also built smaller positions in two BDCs as they sold below NAV earlier in the month. $BXSL and $ARCC are two of the better ones with low rates of non-accruals and payment-in-kind (PIK) which investors should watch out for. BXSL and Ares each cover their high dividends with net income. BXSL is a new fund but its book is one of the most defensive among all BDCs. Nearly the entire portfolio is first lien senior secured. Ares is one the biggest BDCs with a long track record of success. Credit distress and/or liquidity concerns cause it to sell off every so often and sometimes below book value"
X Link 2025-11-04T23:25Z 1753 followers, XXX engagements
"@CedarStResearch Whats your favorite here for a long term position"
X Link 2025-11-05T23:00Z 1753 followers, XXX engagements
"Appreciate the quick response. I had a $XX limit hit for Brown & Brown. $AJG looks really expensive but I see they have a fair amount of amortization in Opex. Up to $222m in q3. Add that back I see a XX or XX multiple. A bit higher than peers but thats normally the case with best of breed. Thanks for the detail"
X Link 2025-11-05T23:25Z 1753 followers, XXX engagements
"Long LSEG CNI and still holding onto a few $ASML shares from the this spring. From here a few long ideas: Universal music for the long term Ashtead group on infra build out NXP is way too cheap here. 15-20 year product lifecycles in auto (50% of revenues) and EVs require 2-4x the semi content. $LSEG $CNI $UMG $ASHTY $NXPI"
X Link 2025-11-19T20:51Z 1752 followers, XXX engagements
"Interesting chart. A lot of LT (50-100yr+) trendlines imply S&P has been stretched but fail to account for buybacks and retained earnings replacing dividends as the main form of shareholder return. This one does a better job of telling that story. A lot changed in XX. Not immune from a crash but the monetary backdrop fundamentally shifted and is a tailwind to assets in nominal dollars"
X Link 2025-11-22T23:04Z 1750 followers, 2029 engagements
"@ArbitrageGod @valuations_ Theyre still right around there. $ARCC and $BXSL in particular. Problem is they are equity and Q was for fixed income"
X Link 2025-11-25T22:42Z 1758 followers, XX engagements
"@RealHerbHoover Owens Corning Or are they desperate enough to take Jeld Wen off of the desperate hands at Turtle Creek"
X Link 2025-11-29T05:00Z 1753 followers, XXX engagements
"@JulianKlymochko BDCs are misunderstood and generally uncovered $BXSL up X% since this post"
X Link 2025-12-03T20:38Z 1754 followers, XXX engagements
"Where were these articles when Applied Materials was at $XXX I remember buying $AMAT in April. It felt uncomfortable. That seems to accompany my best purchases. Whereas everyone who feels great buying it today is accepting a much lower rate of return as detailed here 👇 Barrons is actually pretty good and I respect their analysis. Inevitably however buy ratings and positive coverage tend to lag not lead"
X Link 2025-12-06T18:34Z 1758 followers, XXX engagements
"I am now out of $AMAT as my $XXX limit sale executed before close today My admiration of Applied Materials has been strong ever since leading the sale of a thermal solutions supplier in 2021 $AMAT being offered at 12x operating income this spring was one of those wonderful gifts of this chaotic market and I was able to build a full position below $XXX Applied now trades 25x operating income and 30x earnings power. Nothing crazy but reaching the top of their historical bounds. Little to no growth is expected for 2026 as China revenue headwinds offset HBM market growth. Among its peers Applied"
X Link 2025-12-03T21:33Z 1758 followers, 2659 engagements
"This troughs at market tops for sure Looking at Mondelez this week owner of brands like Oreo Cadbury and Chips Ahoy. Cocoa prices compressed margins but seems to be normalizing. Selling for 16x NTM earnings power. Consensus earnings growth of X% and X% buyback get X% EPS growth and a XXX% dividend = XX% returns Decent margin of safety here but well see. Im very wary of name brands that have to compete against private labels (Kirkland Great Value etc) $MDLZ $XLP $COST $WMT"
X Link 2025-12-09T20:56Z 1758 followers, XXX engagements