Employee Spotlight: Dylan Yaworski
Dylan Yaworski has been a team member at Corbin Advisors
since 2015
February 12, 2025
The Sector Beat: Technology – Q4’24
Demand trends continue moving up and to the right across most end markets, while capex commitments remain stable to improving, even as the pace of AI advancement raises questions about long-term spending efficiency. Some industry leaders marveled at the speed of innovation, particularly with regard to the latest developments out of China, while others pounded the table over the need for U.S. exceptionalism to prevail.
February 7, 2025
This Week in Earnings: Technology – Q4’24
This Week in Earnings – Q4’24 Technology in our Sector Beat The Tech sector is seeing broad momentum entering 2025, fueled by AI-driven demand, stable software spending, and expectations for a supportive U.S. policy environment. However, not all pockets of the industry are benefiting equally — while semiconductors, cloud, and enterprise software continue to see
February 7, 2025
Insightful Investor Podcast: Activist Investing Insights
Adam is the CIO of Irenic Capital Management, a hedge fund he co-founded after eight years at Elliott Management. In this podcast, he shares his perspective on activist investing, particularly in smaller companies. Drawing from his experiences at Elliott and Irenic, Adam offers insights into risk management, market inefficiencies, and the evolving landscape of activist investing.
February 4, 2025
This Week in Earnings: Consumer Discretionary – Q4’24
Demand trends are mixed across the sector, with relative pockets of strength among travel/leisure, restaurant/QSRs, and lifestyle apparel names (with some noting good momentum into Q1 and a resilient consumer). On the other end of the spectrum, the group has seen its share of Q4 disappointments and lower-than-expected guides, with those tied to automotive/recreational vehicles and housing continuing to face a challenging demand backdrop amid still-elevated interest rates.
January 31, 2025
The Sector Beat: Consumer Discretionary – Q4’24
The Consumer Discretionary sector continues to face challenges, with macro commentary remaining conservative across the board. However, a sense of cautious optimism is building among executives who anticipate improvement over the course of the year — a theme we are hearing across sectors.
January 31, 2025
This Week in Earnings: Industrials – Q4’24
Overall performances across the Industrial sector are mixed at this stage in the Q4 reporting season, reflecting the diverse industries across the group.
January 24, 2025
The Sector Beat: Industrials – Q4’24
Post-election clarity has bolstered customer sentiment across several end markets, with demand and order trends taking center stage during earnings calls. However, evolving policy directives continue to command attention, shaping both investor discussions and, no doubt, your schedules over the past week!
January 24, 2025
Corbin Advisors Announces New Executive Leadership Promotions in Support of Client Excellence and Advancing Its Growth Strategy
Corbin Advisors, a strategic consultancy accelerating value realization globally, today announced two key senior leadership promotions to further its industry leadership, specialization, and differentiation. Robert McConnaughey, current Senior Vice President and Head of IR Advisory and ESG, and Thang To, current Senior Vice President and Head of Corbin’s Investor Day, have been promoted to Executive Vice President, effective immediately.
January 22, 2025
Corbin Client Brief: ESG Trends Shaped by Latest Executive Orders
Yesterday from the indoor Presidential Inauguration parade event at Capital One Arena, President Trump issued several executive orders that may be poised to meaningfully alter American policy and positioning. These orders, many of which were issued with the intent to undo the previous administration’s policies, touch upon issues that are critical to business, such as climate change, immigration, diversity, and government efficiency.
January 21, 2025