Turnarounds take longer than investors like to imagine.

(00:21) Jim Gillies and Ricky Mulvey discuss:

- Nike’s return to Amazon.

- The fundamentals and risks of investing in turnaround stories.

- A fitness company with a potentially brighter future.

Then, Motley Fool CIO, Andy Cross, and Senior Analyst, Asit Sharma, interview PubMatic CEO Rajeev Goel about trends in digital advertising and his company’s future.

Members of any Motley Fool service can access the whole conversation here: https://www.fool.com/premium/4056/coverage/2025/05/15/pubmatic-ceo-rajeev-goel-interview?_gl=1*wfzp4p*_gcl_au*MTE4NzAwNDAyMS4xNzQ3OTM0ODk3*_ga*MzY5MTIzMDUyLjE3NDc5MjMyNTM.*_ga_B6G4KMLCV0*czE3NDc5MzQ4OTckbzMkZzEkdDE3NDc5MzkzODQkajU1JGwxJGgzMjk1NDE2NDEkZEpJOEZWXzVabC1XWnV6ZHBicHZxZ0pmcXBubWdVRElrcmc.

Companies discussed: NKE, CMG, UHC, BA, PTON, PUBM

Host: Ricky Mulvey

Guests: Jim Gillies, Andy Cross, Asit Sharma, Rajeev Goel

Producer: Mary Long

Engineer: Dan Boyd

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Episode 133: Building a Community with Tristan Winters