Packer16 Posted December 11, 2016 Share Posted December 11, 2016 Bill Chen over at Rhizome has found some interesting asset plays with management teams or events that are in the process of unlocking value. See his letter below. PackerRhizome_Partners_Q3_2016_Investor_Letter_Final.pd.pdf Link to comment Share on other sites More sharing options...
sculpin Posted December 11, 2016 Share Posted December 11, 2016 Very interesting. Thanks for posting, Packer Link to comment Share on other sites More sharing options...
Deepdive Posted February 13, 2017 Share Posted February 13, 2017 Came across Rhizome's 2016 Year End Letter. Interesting to see low teen returns while still holding onto cash for 2016 and that there are no meaningful signs of impairment. Also seems like the FRPH thesis is working out.Rhizome_Partners_Q4_2016_Investor_VFinal.pdf Link to comment Share on other sites More sharing options...
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