A “great reset” is underway in our economy. We were reminded of that yet again last Friday, when select stocks sailed through an otherwise brutal half-holiday on Wall Street. Financial talking heads bemoaned the losers. But who cares about these dinosaurs? We contrarians should pay attention to the winners—and their stocks—because that’s where fortunes will be made. I’ve seen this trend unfolding firsthand. My second software company, which focused on marketing for e-commerce stores, launched a Shopify (SHOP) app in 2013. At the time, Shopify was a fledgling platform that helped retailers sell their wares online. We were a startup ourselves, newly minted a year prior.… Read more