Mar 20, 2026
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. This week we are closely focused on the three week war in Iran and its consequences for energy markets and the economy. The conflict has driven a massive surge in energy stocks around the world with US refiners especially benefitting. But broad indices have plunged into deep oversold territory as stocks reel from a sudden and extreme shift in central bank pricing. We recap a long list of central bank decisions across emerging and developed markets as well as the chaos in bonds markets that spent the week waking up to the risks for interest rates of significant global petroleum shortages. We also review economic data, which this week showed an economy with surprisingly solid labor markets, healthy balance sheets, and accelerating inflation…even before the impacts of oil price surges.
Feb 19, 2026
During the just-completed Q4 2025 earnings reporting period, there were a total of 98 earnings triple plays out of just over 1,100 individual quarterly earnings reports from US-listed stocks. That’s 110 fewer than the 208 triple plays we saw during the prior earnings reporting period.
What is a triple play? When a stock reports quarterly earnings, it registers a “triple play” when it beats analyst EPS estimates, beats analyst revenue estimates, and raises forward guidance. We coined the term back in the mid-2000s, and you can read more about it at Investopedia.com. We consider triple plays to be the cream of the crop of earnings season, and we’re constantly finding new long-term opportunities from this basket of names each quarter. You can track the newest earnings triple plays on a daily basis at our Triple Plays page if you’re a Bespoke Premium or Bespoke Institutional member.
To read our quarterly triple play recap and see some of the triple plays with intriguing price charts at the moment, start a two-week trial to Bespoke Premium!
