July 2024

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

CRC—California Resources Corp

All industries

Then · 31 Jul 2024: Discovery Gap Very high (98/100)·AIR Neutral (59/100)
Now · 7 Oct 2026: Discovery Gap Very high (71/100)·AIR Neutral (55/100)·Left the top 5

Since then: Catalyst (10 Aug 2026)·Catalyst (14 Jul 2026)·Catalyst (26 Jun 2026)·Commercial traction (26 Jun 2026)·Catalyst (16 Jun 2026)·Catalyst (16 Jun 2026)

IMNM—Immunome Inc.

Biotech

Then · 31 Jul 2024: Discovery Gap Very high (97/100)·AIR Neutral (53/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Neutral (53/100)·Left the top 5

Since then: Commercial traction (2 Oct 2026)·Catalyst (2 Oct 2026)·Catalyst (11 Aug 2026)·Catalyst (12 May 2026)·Catalyst (3 Mar 2026)·Catalyst (16 Dec 2025)

REZI—RESIDEO TECHNOLOGIES, INC.

All industries

Then · 31 Jul 2024: Discovery Gap Very high (96/100)·AIR Neutral (60/100)
Now · 7 Oct 2026: Discovery Gap Very high (84/100)·AIR Cautious (48/100)·Left the top 5

Since then: Catalyst (12 Aug 2026)·Management change (12 Aug 2026)·Management change (3 Aug 2026)·Management change (31 Jul 2026)·Commercial traction (31 Jul 2026)·Catalyst (31 Jul 2026)

TALO—TALOS ENERGY INC.

All industries

Then · 31 Jul 2024: Discovery Gap Very high (95/100)·AIR Neutral (51/100)
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)

CNXC—Concentrix Corp

All industries

Then · 31 Jul 2024: Discovery Gap Very high (92/100)·AIR Neutral (53/100)
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)