May 23, 2025
Employee Spotlight: Erika Van Buren
Erika has been a team member at Corbin Advisors since 2021
May 19, 2025
Closing the Quarter – Q1’25
As we wrap up one of the more extraordinary earnings seasons in years, it’s clear that companies were largely able to deliver solid earnings results during Q1 owing in part to pull-forward buying behavior ahead of tariff impact, though challenging dynamics existed for certain sectors, most notably Materials and Energy.
May 16, 2025
Closing the Quarter – Q1’25
Heading into earnings season, our Q1’25 Inside The Buy-Side® Earnings Primer® survey, published April 10, revealed a sharp reversal in optimism with both investor sentiment and perceived executive tone exhibiting 40%+ pullbacks QoQ, the largest on record, driven by tariff concerns, policy uncertainty, and deteriorating growth forecasts.
May 16, 2025
Elevate the Level of Engagement of our Executives
Elevate the Level of Engagement of our Executives Bottom line, Corbin does a great job from the introductory meeting to the final report. Their work was valuable to me and has helped elevate the level of engagement of our executives. IRO | Materials | Small-cap
May 15, 2025
This Week in Earnings: Materials – Q1’25
This earnings season, executive views remain mixed with many continuing to navigate a challenging operating environment.
May 9, 2025
The Sector Beat: Materials – Q1’25
Our analysis reveals the fundamentals of the Materials sector remain challenged, albeit at uneven levels, with outlooks clouded and executives preparing for various scenarios contingent upon how trade negotiations unfold and the extent to which tariff impacts ripple through the economy as the year progresses.
May 9, 2025
This Week in Earnings: Consumer Discretionary – Q1’25
Executive commentary reflects an increasingly cautious stance, with even those posting solid Q1 results acknowledging potential headwinds from fluctuating trade policy dynamics and downbeat consumer sentiment, causing them to soften 2025 outlooks (or reaffirm guidance rather than raising).
May 2, 2025
The Sector Beat: Consumer Discretionary – Q1’25
A sense of optimism at the start of the year has given way to tariff turmoil and souring consumer sentiment, clouding outlooks. With costs for many expected to rise no matter how trade negotiations shake out, companies are contending with a challenging environment and heightened uncertainty.
May 2, 2025
Employee Spotlight: Mackenzie Egbert
Mackenzie has been a team member at Corbin Advisors since 2022
April 28, 2025