Paper trail

April 2024

The five widest Discovery Gaps at the end of April 2024, revisited today from the same public filings. Descriptive, not predictive.

TALO—TALOS ENERGY INC.

All industries

Then · 30 Apr 2024
Discovery Gap Very high (99/100)·AIR Neutral (56/100)
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)·Catalyst (22 Jul 2026)·Commercial traction (22 Jul 2026)

SHEN—SHENANDOAH TELECOMMUNICATIONS CO/VA/

All industries

Then · 30 Apr 2024
Discovery Gap Very high (99/100)·AIR Cautious (46/100)
Now · 7 Oct 2026
Discovery Gap Medium (16/100)·AIR Cautious (42/100)·Left the top 5

Since then: Catalyst (29 Jul 2026)·Management change (20 Jul 2026)·Management change (4 Jun 2026)·Catalyst (1 May 2026)·Catalyst (26 Feb 2026)·Management change (20 Jan 2026)

TWI—TITAN INTERNATIONAL INC

All industries

Then · 30 Apr 2024
Discovery Gap Very high (96/100)·AIR Cautious (49/100)
Now · 7 Oct 2026
Discovery Gap High (64/100)·AIR Cautious (43/100)·Left the top 5

Since then: Management change (21 Sep 2026)·Commercial traction (21 Sep 2026)·Catalyst (30 Jul 2026)·Catalyst (30 Apr 2026)·Catalyst (26 Feb 2026)·Management change (9 Feb 2026)

CNXC—Concentrix Corp

All industries

Then · 30 Apr 2024
Discovery Gap Very high (96/100)·AIR Neutral (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)

NEXT—NextDecade Corp

All industries

Then · 30 Apr 2024
Discovery Gap Very high (96/100)·AIR Weak (40/100)
Now · 7 Oct 2026
Discovery Gap Very high (90/100)·AIR Weak (35/100)·Left the top 5

Since then: Management change (29 Sep 2026)·Commercial traction (2 Jul 2026)·Catalyst (2 Jul 2026)·Catalyst (17 Jun 2026)·Commercial traction (17 Jun 2026)·Management change (3 Jun 2026)