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 role does computational agronomy play in the speaker's investment strategy?

In what ways does the speaker suggest improving carrot production while using less water?