Last man standing: There's only one software stock left on Josh Brown's Best Stocks list

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — In honor of this weekend's Kentucky Derby, Sean and I are dropping a Triple Crown on you this morning. An urgent update on three of our recent write-ups that have literally taken off down the home stretch. Okay, that's enough of the racing metaphor, don't want to beat a dead horse. Oops, just did it again. I'll quit while I'm ahead and get down to business. Casey's General Stores, Inc. (CASY) was added to the S & P 500 last week, replacing Hologic Inc. in the index effective April 9. We first wrote about CASY as a potential breakaway on March 19, with the thesis that higher gas prices would drive a jump in revenue and cash flow. That played out. The most recent quarter showed diluted EPS of $3.49, up nearly 50% year over year, and EBITDA of $309 million, up 27.5%. The S & P inclusion was the exclamation point. It sounds crazy, but Zoom Communications, Inc. (ZM) is the last man standing: the only software stock on our list of The Best Stocks in the Market. Nobody could have foreseen this just six months ago. That's why we obey technicals over narratives. And there is something else going on with this stock that many people were not paying attention to (they are now!). …