June 2023

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

OVV—Ovintiv Inc.

All industries

Then · 30 Jun 2023: Discovery Gap Very high (99/100)·AIR Constructive (64/100)
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)·Competitive position (9 Apr 2026)·Catalyst (9 Apr 2026)

IE—Ivanhoe Electric Inc.

All industries

Then · 30 Jun 2023: Discovery Gap Very high (98/100)·AIR Neutral (56/100)
Now · 7 Oct 2026: Discovery Gap Very high (78/100)·AIR Weak (33/100)·Left the top 5

Since then: Catalyst (23 Sep 2026)·Management change (3 Aug 2026)·Commercial traction (7 Jul 2026)·Commercial traction (28 May 2026)·Management change (20 May 2026)·Catalyst (11 May 2026)

HNI—HNI CORP

All industries

Then · 30 Jun 2023: Discovery Gap Very high (95/100)·AIR Neutral (52/100)
Now · 7 Oct 2026: Discovery Gap Medium (15/100)·AIR Cautious (47/100)·Left the top 5

Since then: Catalyst (17 Aug 2026)·Catalyst (30 Jul 2026)·Catalyst (10 Jun 2026)·Commercial traction (10 Jun 2026)·Management change (18 May 2026)·Catalyst (6 May 2026)

CNXC—Concentrix Corp

All industries

Then · 30 Jun 2023: Discovery Gap Very high (94/100)·AIR Cautious (50/100)
Now · 7 Oct 2026: Discovery Gap Low (10/100)·AIR Neutral (51/100)·Left the top 5

Since then: Catalyst (29 Sep 2026)·Management change (15 Sep 2026)·Management change (23 Jul 2026)·Catalyst (29 Jun 2026)·Management change (29 Apr 2026)·Management change (25 Mar 2026)

VSAT—VIASAT INC

All industries

Then · 30 Jun 2023: Discovery Gap Very high (92/100)·AIR Neutral (56/100)
Now · 7 Oct 2026: Discovery Gap Medium (16/100)·AIR Cautious (48/100)·Left the top 5

Since then: Catalyst (4 Aug 2026)·Catalyst (28 May 2026)·Management change (6 May 2026)·Commercial traction (6 May 2026)·Catalyst (5 Feb 2026)·Catalyst (21 Jan 2026)