Butterfly Equity's Waglay on Balancing Climate Risk & Food Investment Opportunity

The video discusses investment strategies in the food sector, focusing on competitive positioning and market analysis. It highlights the dominance in the carrot and avocado oil markets, emphasizing the importance of supply control and pricing power. Environmental issues, particularly water use, are crucial considerations in investment decisions. The company aims to improve operational efficiency and reduce water usage through innovative agricultural practices, including computational agronomy and genetic improvements.

What is the market share of Bolthouse Farms in the carrot industry?

• 25%

• 50%

• 75%

• 100%

Why is avocado oil considered a high-growth product?

• It has a high smoke point of 500 degrees Fahrenheit.

• It is widely available.

• It is cheaper than other oils.

• It has a low smoke point.

What is a key environmental concern for investments in the food sector?

• Access to transportation

• Access to water

• Access to technology

• Access to labor

What does computational agronomy aim to improve in carrot production?

• The size of carrots

• The yield and water efficiency

• The taste of carrots

• The color of carrots

How does the company plan to create carrots that use less water?

• By using GMO techniques

• By splicing different genes together

• By increasing the planting density

• By reducing the harvest time