May 2023

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

ARKO—ARKO Corp.

All industries

Then · 31 May 2023: Discovery Gap Very high (99/100)·AIR Neutral (51/100)
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)

OVV—Ovintiv Inc.

All industries

Then · 31 May 2023: Discovery Gap Very high (94/100)·AIR Constructive (61/100)
Now · 7 Oct 2026: Discovery Gap Very high (72/100)·AIR Neutral (56/100)·Left the top 5

Since then: Catalyst (23 Jul 2026)·Catalyst (23 Jul 2026)·Catalyst (11 May 2026)·Catalyst (11 May 2026)·Catalyst (9 Apr 2026)·Competitive position (9 Apr 2026)

REPX—Riley Exploration Permian, Inc.

All industries

Then · 31 May 2023: Discovery Gap Very high (94/100)·AIR Neutral (58/100)
Now · 7 Oct 2026: Discovery Gap High (44/100)·AIR Constructive (60/100)·Left the top 5

Since then: Catalyst (5 Aug 2026)·Management change (12 May 2026)·Catalyst (6 May 2026)·Catalyst (4 Mar 2026)·Management change (4 Feb 2026)·Catalyst (24 Dec 2025)

TALO—TALOS ENERGY INC.

All industries

Then · 31 May 2023: Discovery Gap Very high (90/100)·AIR Neutral (59/100)
Now · 7 Oct 2026: Discovery Gap Very high (88/100)·AIR Neutral (53/100)·Left the top 5

Since then: Management change (22 Sep 2026)·Catalyst (22 Sep 2026)·Catalyst (22 Sep 2026)·Catalyst (4 Aug 2026)·Commercial traction (22 Jul 2026)·Catalyst (22 Jul 2026)

POST—Post Holdings, Inc.

All industries

Then · 31 May 2023: Discovery Gap Very high (90/100)·AIR Neutral (56/100)
Now · 7 Oct 2026: Discovery Gap Low (5/100)·AIR Neutral (52/100)·Left the top 5

Since then: Catalyst (6 Aug 2026)·Management change (5 May 2026)·Management change (5 May 2026)·Catalyst (5 May 2026)·Catalyst (5 May 2026)·Catalyst (13 Mar 2026)