In this episode of Motley Fool Money, Ricky Mulvey and Jim Gillies discuss turnaround stories in the stock market, focusing on Nike's attempt to revitalize its brand by returning to retailers like Amazon. Jim expresses skepticism about Nike's "Win Now" plan, citing the difficulties and time required for successful turnarounds, and points to examples like Boeing and Chipotle. While Ricky is interested in Nike's historically low multiple, Jim is more drawn to Peloton as a potential turnaround story, highlighting its significant debt reduction and free cash flow generation under new management, suggesting it could be a multi-bagger investment. The episode also includes a segment from a Fool24 livestream featuring an interview with PubMatic's CEO, Rajeev Goel, discussing trends in digital advertising, such as the shift to streaming and performance-based marketing, and PubMatic's growth strategy.
