Paper trail

December 2022

The five widest Discovery Gaps at the end of December 2022, revisited today from the same public filings. Descriptive, not predictive.

ARKO—ARKO Corp.

All industries

Then · 31 Dec 2022
Discovery Gap Very high (95/100)·AIR Neutral (54/100)
Now · 7 Oct 2026
Discovery Gap Very high (91/100)·AIR Cautious (49/100)·Left the top 5

Since then: Catalyst (7 Aug 2026)·Catalyst (6 Aug 2026)·Catalyst (4 Aug 2026)·Commercial traction (4 Aug 2026)·Catalyst (7 May 2026)·Catalyst (25 Feb 2026)

UEC—URANIUM ENERGY CORP

All industries

Then · 31 Dec 2022
Discovery Gap Very high (91/100)·AIR Neutral (57/100)
Now · 7 Oct 2026
Discovery Gap Low (4/100)·AIR Weak (35/100)·Left the top 5

Since then: Catalyst (29 Sep 2026)·Catalyst (9 Jun 2026)·Catalyst (10 Mar 2026)·Commercial traction (3 Oct 2025)·Catalyst (17 Jul 2025)·Competitive position (17 Dec 2024)

FBIN—Fortune Brands Innovations, Inc.

All industries

Then · 31 Dec 2022
Discovery Gap Very high (91/100)·AIR Neutral (58/100)
Now · 7 Oct 2026
Discovery Gap Low (0/100)·AIR Cautious (49/100)·Left the top 5

Since then: Management change (9 Sep 2026)·Catalyst (4 Aug 2026)·Management change (24 Jul 2026)·Management change (28 Jun 2026)·Management change (28 Jun 2026)·Catalyst (7 May 2026)

TTEK—TETRA TECH INC

All industries

Then · 31 Dec 2022
Discovery Gap Very high (91/100)·AIR Neutral (60/100)
Now · 7 Oct 2026
Discovery Gap Medium (23/100)·AIR Neutral (54/100)·Left the top 5

Since then: Catalyst (10 Sep 2026)·Catalyst (29 Jul 2026)·Catalyst (29 Jul 2026)·Catalyst (29 Apr 2026)·Catalyst (29 Apr 2026)·Catalyst (26 Mar 2026)

OTEX—OPEN TEXT CORP

Software / SaaS

Then · 31 Dec 2022
Discovery Gap Very high (90/100)·AIR Cautious (49/100)
Now · 7 Oct 2026
Discovery Gap Low (7/100)·AIR Neutral (55/100)·Left the top 5

Since then: Catalyst (1 Oct 2026)·Commercial traction (1 Oct 2026)·Catalyst (30 Sep 2026)·Catalyst (25 Sep 2026)·Catalyst (23 Sep 2026)·Catalyst (23 Sep 2026)