The Insiders Fund
@insomniachedgefund.bsky.social
I'm Harvey Sax. CoFounder of Alpha Wealth Funds, & Portfolio Mgr of The Insiders Fund since '10. Offering unique perspective from experience across all investment table positions.
Investment veteran, IPO, opinionated. https://www.theinsidersfund.com/
Investment veteran, IPO, opinionated. https://www.theinsidersfund.com/
🧵 7/7 👉 Full insider analysis:
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #StockMarket #BeverageIndustry #InvestorCommunity
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #StockMarket #BeverageIndustry #InvestorCommunity
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 11:07 PM
🧵 7/7 👉 Full insider analysis:
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #StockMarket #BeverageIndustry #InvestorCommunity
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #StockMarket #BeverageIndustry #InvestorCommunity
🧵 6/7 Not a smooth compounder — more a contrarian beverage bet with real execution risk. Insider conviction suggests the story isn’t as broken as the market assumes.
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 11:07 PM
🧵 6/7 Not a smooth compounder — more a contrarian beverage bet with real execution risk. Insider conviction suggests the story isn’t as broken as the market assumes.
🧵 5/7 brand repositioning.
💭 The Take:
An insider with Molson’s long tenure and deep governance history buying here is notable. TAP looks like a classic value-recovery setup: low expectations, structural headwinds, but meaningful upside if the company stabilizes volumes and strengthens margins.
💭 The Take:
An insider with Molson’s long tenure and deep governance history buying here is notable. TAP looks like a classic value-recovery setup: low expectations, structural headwinds, but meaningful upside if the company stabilizes volumes and strengthens margins.
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 11:07 PM
🧵 5/7 brand repositioning.
💭 The Take:
An insider with Molson’s long tenure and deep governance history buying here is notable. TAP looks like a classic value-recovery setup: low expectations, structural headwinds, but meaningful upside if the company stabilizes volumes and strengthens margins.
💭 The Take:
An insider with Molson’s long tenure and deep governance history buying here is notable. TAP looks like a classic value-recovery setup: low expectations, structural headwinds, but meaningful upside if the company stabilizes volumes and strengthens margins.
🧵 4/7 At the same time, legacy brewers with scale, distribution strength, and diversified portfolios can benefit from a value rotation — if they execute. Molson Coors is leaning hard into modernization and non-beer categories, but it’s doing so while carrying the weight of major write-downs and
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 11:07 PM
🧵 4/7 At the same time, legacy brewers with scale, distribution strength, and diversified portfolios can benefit from a value rotation — if they execute. Molson Coors is leaning hard into modernization and non-beer categories, but it’s doing so while carrying the weight of major write-downs and
🧵 3/7 cost-cutting program to stabilize margins. Molson stepping in with a meaningful insider buy highlights belief in the turnaround path.
🌍 Industry Context:
The global beer market is under pressure: shifting consumer habits, competition from spirits/seltzers, and volatile input costs.
🌍 Industry Context:
The global beer market is under pressure: shifting consumer habits, competition from spirits/seltzers, and volatile input costs.
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 11:07 PM
🧵 3/7 cost-cutting program to stabilize margins. Molson stepping in with a meaningful insider buy highlights belief in the turnaround path.
🌍 Industry Context:
The global beer market is under pressure: shifting consumer habits, competition from spirits/seltzers, and volatile input costs.
🌍 Industry Context:
The global beer market is under pressure: shifting consumer habits, competition from spirits/seltzers, and volatile input costs.
🧵 2/7 🧩 The Setup:
Molson Coors Beverage Co. is a 250-year-old beverage giant attempting to reinvent itself. With beer volumes declining across the industry, the company is aggressively shifting toward flavored beverages, spirits adjacencies, and premium brands — while executing a
Molson Coors Beverage Co. is a 250-year-old beverage giant attempting to reinvent itself. With beer volumes declining across the industry, the company is aggressively shifting toward flavored beverages, spirits adjacencies, and premium brands — while executing a
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 11:07 PM
🧵 2/7 🧩 The Setup:
Molson Coors Beverage Co. is a 250-year-old beverage giant attempting to reinvent itself. With beer volumes declining across the industry, the company is aggressively shifting toward flavored beverages, spirits adjacencies, and premium brands — while executing a
Molson Coors Beverage Co. is a 250-year-old beverage giant attempting to reinvent itself. With beer volumes declining across the industry, the company is aggressively shifting toward flavored beverages, spirits adjacencies, and premium brands — while executing a
🧵 7/7 👉 Full insider analysis:
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #EnergySector #CarbonManagement #CRC #InvestorCommunity
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #EnergySector #CarbonManagement #CRC #InvestorCommunity
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 9:05 PM
🧵 7/7 👉 Full insider analysis:
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #EnergySector #CarbonManagement #CRC #InvestorCommunity
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #EnergySector #CarbonManagement #CRC #InvestorCommunity
🧵 6/7 combination that could re-rate the business if execution is solid. Not a risk-free play, but a compelling one for investors who believe in CCS as a long-term frontier.
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 9:05 PM
🧵 6/7 combination that could re-rate the business if execution is solid. Not a risk-free play, but a compelling one for investors who believe in CCS as a long-term frontier.
🧵 5/7 💭 The Take:
Leon stepping in with a meaningful insider purchase is notable given CRC’s transitional phase: scaling CCS, integrating assets, and maintaining disciplined production. The stock is a blend of traditional energy cash flow + optionality from carbon management — a
Leon stepping in with a meaningful insider purchase is notable given CRC’s transitional phase: scaling CCS, integrating assets, and maintaining disciplined production. The stock is a blend of traditional energy cash flow + optionality from carbon management — a
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 9:05 PM
🧵 5/7 💭 The Take:
Leon stepping in with a meaningful insider purchase is notable given CRC’s transitional phase: scaling CCS, integrating assets, and maintaining disciplined production. The stock is a blend of traditional energy cash flow + optionality from carbon management — a
Leon stepping in with a meaningful insider purchase is notable given CRC’s transitional phase: scaling CCS, integrating assets, and maintaining disciplined production. The stock is a blend of traditional energy cash flow + optionality from carbon management — a
🧵 4/7 Demand for carbon capture and storage is accelerating, and CRC is uniquely positioned as one of the few operators with permitted reservoirs, infrastructure, and state alignment. Still, oil-price volatility, regulatory hurdles, and high capex requirements create a complex risk landscape.
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 9:05 PM
🧵 4/7 Demand for carbon capture and storage is accelerating, and CRC is uniquely positioned as one of the few operators with permitted reservoirs, infrastructure, and state alignment. Still, oil-price volatility, regulatory hurdles, and high capex requirements create a complex risk landscape.
🧵 3/7 decarbonization upside. Leon’s insider buy reinforces internal belief in the company’s long-term value and execution path.
🌎 Industry Context:
California is one of the most regulated energy environments in the world. That’s a challenge — but also a strategic advantage for CRC.
🌎 Industry Context:
California is one of the most regulated energy environments in the world. That’s a challenge — but also a strategic advantage for CRC.
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 9:05 PM
🧵 3/7 decarbonization upside. Leon’s insider buy reinforces internal belief in the company’s long-term value and execution path.
🌎 Industry Context:
California is one of the most regulated energy environments in the world. That’s a challenge — but also a strategic advantage for CRC.
🌎 Industry Context:
California is one of the most regulated energy environments in the world. That’s a challenge — but also a strategic advantage for CRC.
🧵 2/7 🧩 The Setup:
California Resources isn’t your typical oil producer — it’s an energy + carbon-management hybrid. With strong legacy oil & gas operations and growing momentum behind its Carbon TerraVault CCS platform, CRC is positioning itself for both traditional cash flow and future
California Resources isn’t your typical oil producer — it’s an energy + carbon-management hybrid. With strong legacy oil & gas operations and growing momentum behind its Carbon TerraVault CCS platform, CRC is positioning itself for both traditional cash flow and future
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 9:05 PM
🧵 2/7 🧩 The Setup:
California Resources isn’t your typical oil producer — it’s an energy + carbon-management hybrid. With strong legacy oil & gas operations and growing momentum behind its Carbon TerraVault CCS platform, CRC is positioning itself for both traditional cash flow and future
California Resources isn’t your typical oil producer — it’s an energy + carbon-management hybrid. With strong legacy oil & gas operations and growing momentum behind its Carbon TerraVault CCS platform, CRC is positioning itself for both traditional cash flow and future
🧵 6/ DXCM remains one of the category leaders — and insiders seem to agree.
👉 Full insider analysis:
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⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #Healthcare #MedicalDevices #InvestorCommunity
👉 Full insider analysis:
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #Healthcare #MedicalDevices #InvestorCommunity
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 6:23 PM
🧵 6/ DXCM remains one of the category leaders — and insiders seem to agree.
👉 Full insider analysis:
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #Healthcare #MedicalDevices #InvestorCommunity
👉 Full insider analysis:
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #Healthcare #MedicalDevices #InvestorCommunity
🧵 5/ — steps in with a seven-figure buy, it’s not noise. It’s confidence. Dexcom is a high-quality growth story riding massive structural demand, but investors still need to weigh valuation and competitive pressure. If you believe in the data-driven future of metabolic health,
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 6:23 PM
🧵 5/ — steps in with a seven-figure buy, it’s not noise. It’s confidence. Dexcom is a high-quality growth story riding massive structural demand, but investors still need to weigh valuation and competitive pressure. If you believe in the data-driven future of metabolic health,
🧵 4/ but Dexcom’s accuracy, ecosystem, and brand loyalty give it a durable lead. The broader digital-health landscape is also strengthening, giving Dexcom a strategic tailwind.
💭 The Take:
When a long-tenured operator — and the architect of multiple Dexcom device generations
💭 The Take:
When a long-tenured operator — and the architect of multiple Dexcom device generations
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 6:23 PM
🧵 4/ but Dexcom’s accuracy, ecosystem, and brand loyalty give it a durable lead. The broader digital-health landscape is also strengthening, giving Dexcom a strategic tailwind.
💭 The Take:
When a long-tenured operator — and the architect of multiple Dexcom device generations
💭 The Take:
When a long-tenured operator — and the architect of multiple Dexcom device generations
🧵 3/ company’s long-term innovation cycle and demand runway.
🏥 Industry Context:
Real-time health tracking is transforming diabetes management. With aging populations and rising metabolic disorders worldwide, CGM penetration is still early. Abbott remains a fierce competitor,
🏥 Industry Context:
Real-time health tracking is transforming diabetes management. With aging populations and rising metabolic disorders worldwide, CGM penetration is still early. Abbott remains a fierce competitor,
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 6:23 PM
🧵 3/ company’s long-term innovation cycle and demand runway.
🏥 Industry Context:
Real-time health tracking is transforming diabetes management. With aging populations and rising metabolic disorders worldwide, CGM penetration is still early. Abbott remains a fierce competitor,
🏥 Industry Context:
Real-time health tracking is transforming diabetes management. With aging populations and rising metabolic disorders worldwide, CGM penetration is still early. Abbott remains a fierce competitor,
🧵 2/ 🧩 The Setup:
Dexcom continues to dominate continuous glucose monitoring with a powerful recurring-revenue engine and expanding global adoption. The insider buy from Leach — who has been at the technological core of Dexcom since 2004 — reflects internal conviction in the
Dexcom continues to dominate continuous glucose monitoring with a powerful recurring-revenue engine and expanding global adoption. The insider buy from Leach — who has been at the technological core of Dexcom since 2004 — reflects internal conviction in the
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 6:23 PM
🧵 2/ 🧩 The Setup:
Dexcom continues to dominate continuous glucose monitoring with a powerful recurring-revenue engine and expanding global adoption. The insider buy from Leach — who has been at the technological core of Dexcom since 2004 — reflects internal conviction in the
Dexcom continues to dominate continuous glucose monitoring with a powerful recurring-revenue engine and expanding global adoption. The insider buy from Leach — who has been at the technological core of Dexcom since 2004 — reflects internal conviction in the
🧵 6/6 👉 Full insider analysis:
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #ConsumerBrands #Nike #InvestorCommunity
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #ConsumerBrands #Nike #InvestorCommunity
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 1:33 PM
🧵 6/6 👉 Full insider analysis:
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #ConsumerBrands #Nike #InvestorCommunity
insomniachedge.com/insider-buyi...
⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Investing #ConsumerBrands #Nike #InvestorCommunity
🧵 5/6 multi-year path back to growth and margin expansion. But this isn’t a guaranteed turnaround — investors need patience, discipline, and conviction that Nike will reclaim pricing power and brand heat. At current levels, the setup is attractive only if you believe in the recovery narrative.
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 1:33 PM
🧵 5/6 multi-year path back to growth and margin expansion. But this isn’t a guaranteed turnaround — investors need patience, discipline, and conviction that Nike will reclaim pricing power and brand heat. At current levels, the setup is attractive only if you believe in the recovery narrative.
🧵 4/6 Yet Nike’s global scale, digital ecosystem, and storytelling strength remain unmatched. The question is whether management can execute quickly enough to re-establish premium momentum.
💭 The Take:
Knudstorp stepping in with a meaningful insider buy signals genuine confidence in Nike’s
💭 The Take:
Knudstorp stepping in with a meaningful insider buy signals genuine confidence in Nike’s
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 1:33 PM
🧵 4/6 Yet Nike’s global scale, digital ecosystem, and storytelling strength remain unmatched. The question is whether management can execute quickly enough to re-establish premium momentum.
💭 The Take:
Knudstorp stepping in with a meaningful insider buy signals genuine confidence in Nike’s
💭 The Take:
Knudstorp stepping in with a meaningful insider buy signals genuine confidence in Nike’s
🧵 3/6 the belief that Nike’s long-game strategy is still intact, even as near-term results remain choppy.
🌍 Industry Context:
The athletic and lifestyle category is facing a tough macro: consumer demand is softer, discounting has hurt pricing power, and competition from newcomers has intensified.
🌍 Industry Context:
The athletic and lifestyle category is facing a tough macro: consumer demand is softer, discounting has hurt pricing power, and competition from newcomers has intensified.
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 1:33 PM
🧵 3/6 the belief that Nike’s long-game strategy is still intact, even as near-term results remain choppy.
🌍 Industry Context:
The athletic and lifestyle category is facing a tough macro: consumer demand is softer, discounting has hurt pricing power, and competition from newcomers has intensified.
🌍 Industry Context:
The athletic and lifestyle category is facing a tough macro: consumer demand is softer, discounting has hurt pricing power, and competition from newcomers has intensified.
🧵 2/6 🧩 The Setup:
Nike is navigating a transition period defined by margin pressure, inventory resets, and a strategic refocus on performance, innovation, and brand discipline. The insider buy from Knudstorp — a globally respected brand builder and former LEGO CEO — adds weight to
Nike is navigating a transition period defined by margin pressure, inventory resets, and a strategic refocus on performance, innovation, and brand discipline. The insider buy from Knudstorp — a globally respected brand builder and former LEGO CEO — adds weight to
Insider Buying Week 11-14-25 the Busiest Week of the Year – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
December 16, 2025 at 1:33 PM
🧵 2/6 🧩 The Setup:
Nike is navigating a transition period defined by margin pressure, inventory resets, and a strategic refocus on performance, innovation, and brand discipline. The insider buy from Knudstorp — a globally respected brand builder and former LEGO CEO — adds weight to
Nike is navigating a transition period defined by margin pressure, inventory resets, and a strategic refocus on performance, innovation, and brand discipline. The insider buy from Knudstorp — a globally respected brand builder and former LEGO CEO — adds weight to