I hadn’t heard of these guys before, but I’m amused to see that some outfit called Thrasher Funds has launched a new fund to allow people to invest around mobile/Web 2/GenXY, etc. I know, I know, but at least hold your nose and have a scan of the holdings:
Apple
Louis Vuitton
Toyota
Polo Ralph Lauren
Xerox
Unilever
Archer Daniels Midland
Nordstrom
Alliant Techsystems
Bank of America
Coca Cola
Walgreen
Nike
Microsoft
ChevronGarmin
Gucci
NutriSystem
Uniqlo
Lulu Lemon
Burberry
China Mobile
Volkswagen
Diageo
H&M
Adidas
Time Warner
American Apparel
Sanofi-Aventis
Sound like you? I know that I live for Lulu Lemon.
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The company’s management reminds me of MTV:
http://www.thrasherfunds.com/about/team_thrasher.htm