Interesting asset plays with a pulse

[Packer16]

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.

 

Packer

Rhizome_Partners_Q3_2016_Investor_Letter_Final.pd.pdf

[sculpin]

Very interesting. Thanks for posting, Packer

[Deepdive]

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