Here’s Insiders Fund’s Thesis on Insulet Corporation (PODD)

Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7. 14% in the quarter, tied to a 6. 75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.