January 2023

The five widest Discovery Gaps at the end of January 2023, revisited today from the same public filings. Descriptive, not predictive.

OTEX—OPEN TEXT CORP

Software / SaaS

Then · 31 Jan 2023: Discovery Gap Very high (97/100)·AIR Neutral (53/100)
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)

ARKO—ARKO Corp.

All industries

Then · 31 Jan 2023: Discovery Gap Very high (95/100)·AIR Neutral (52/100)
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)

TTEK—TETRA TECH INC

All industries

Then · 31 Jan 2023: Discovery Gap Very high (94/100)·AIR Constructive (62/100)
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)·Management change (26 Mar 2026)

OFIX—Orthofix Medical Inc.

Industrials

Then · 31 Jan 2023: Discovery Gap Very high (91/100)·AIR Cautious (45/100)
Now · 7 Oct 2026: Discovery Gap Low (8/100)·AIR Cautious (41/100)·Left the top 5

Since then: Catalyst (5 Aug 2026)·Management change (11 Jun 2026)·Catalyst (5 May 2026)·Management change (9 Apr 2026)·Catalyst (9 Apr 2026)·Catalyst (24 Feb 2026)

FBIN—Fortune Brands Innovations, Inc.

All industries

Then · 31 Jan 2023: Discovery Gap Very high (87/100)·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)