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Equity Mates Investing Podcast
Buy or Sell: Adam Dawes - Xero, Pilbara Minerals, Resmed & more
Feb 10, 2025
Adam Dawes, a Senior Investment Adviser at Shaw & Partners, shares his expertise on the stock market and offers insights into various companies. He discusses the promising potential of Xero Limited, highlighting its impressive growth and US expansion. The conversation also touches on the investment outlook for JB Hi-Fi and ResMed, while weighing the merits of gold amidst market uncertainties. Additionally, they explore groundbreaking AI technology for heart image analysis, signaling a new frontier in health investments.
26:48
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Quick takeaways
- Understanding return on ad spend (ROAS) is vital for B2B marketing success, emphasizing metrics to enhance ROI on digital platforms.
- Investing in companies like Pilbara Minerals may be advantageous despite current price declines, given the potential lithium market rebound in 2026.
Deep dives
The Impact of Advertising and B2B Marketing
Understanding return on ad spend (ROAS) is crucial for success in B2B marketing. The podcast highlights a personal anecdote where a speaker's father, involved in B2B marketing, passionately described his love for calculating ROAS at a school career day. This emphasizes the importance of metrics in marketing strategies, especially in B2B contexts where reaching the right audience on platforms like LinkedIn can significantly enhance ROI. With promotional credits available for new advertising campaigns, it showcases how businesses can effectively leverage digital platforms to reach potential clients.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode