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mar ferran

T3 · host / generalist

Family agricultural business generating tens to hundreds of millions EUR revenue. Co-founded Monferran truffle project in Teruel with cousin Alberto and Richard. 5th year of plantation, first commercial harvest (40kg). Invests in primary sector as diversification from tech.

1 call·1 name·100% bull·last heard 6 months ago·SeedRocket TV
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$MONFERRANMonferranposition

Tech investors' truffle venture hits first commercial harvest after 5 years

Truffle plantation in Teruel entering production phase (40kg year 5, targeting 400kg year 6) with viable economics at 50-100kg/hectare; Richard's expertise de-risks the 'three-legged stool' of plant quality, terroir, and management.

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  • $MONFERRAN

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  • Critical Minerals & Supply Chain1
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$MONFERRAN
Monferran
MEDmar ferran·SeedRocket TV·6 months ago·Why techies are investing in agriculture - SeedRocket Discussion· position
Tech investors' truffle venture hits first commercial harvest after 5 years
Truffle plantation in Teruel entering production phase (40kg year 5, targeting 400kg year 6) with viable economics at 50-100kg/hectare; Richard's expertise de-risks the 'three-legged stool' of plant quality, terroir, and management.
"este año ha sido como el el que hemos sufrido, solo para que la gente sepa cuántos metros tuviste que hacer el pozo para sacar agua... estamos aquí en el quinto año y digamos que…"
4:11
8
Critical Minerals & Supply Chainheadwind
Fertilizer supply chain weaponized by energy exporters; food inflation structural not transitory
Russia, China, US, Arab states restrict fertilizer exports to prioritize domestic agriculture when energy prices spike. Brazil (30% global food) 100% import-dependent. European farmers face 30-40% cost increases + supply cuts. Cereal, meat, dairy, egg prices set to rise 40-50% if conflict persists.