Joanna Coles

October 6, 2026

Snap Faces Shareholder Letter, Launches Collabstr, Discusses Revenue. Blue Duck Capital sent an open letter to Snap’s board asking for action on the Specs technology to unlock shareholder value. Snap also announced Collabstr, a new platform that lets brands partner with creators on the app to reach Gen Z and Millennials. In a recent analysis, Snap said it can grow revenue without a full advertising recovery, highlighting its focus on new monetization paths.

October 16, 2026

Sonos (SONO) in focus on tariff hopes and valuation debate. Sonos is being discussed as a potential beneficiary of lower US-China tariffs, which could impact its supply chain costs. Meanwhile, analysts are debating its valuation, with one view suggesting the business is improving but not yet cheap enough. The stock remains a high-beta name, meaning it tends to move more sharply than the broader market.

September 29, 2026

GNK Holdings seeks $11 per share tender interest for BARK. GNK Holdings announced a non‑binding request for shareholder interest in a possible cash tender offer of $11 per share for BARK. The announcement came as the stock showed a recent price increase in market coverage. The $11 offer sits above the current support level of $9.14 but below the 52‑week high. The stock remains in the lower half of its RSI range as the situation develops.