The following video is part of our "Motley Fool Conversations" series, in which Motley Fool Chief Investment Officer Andy Cross and Stock Advisor analyst Jim Mueller discuss topics across the investing world.

Finding beaten-down stocks that other investors misunderstand can be a way to earn market-beating returns for your portfolio. In the following video, Andy talks with Jim about the kinds of stocks he searches for in his real-money Messed-Up Expectations portfolio on Fool.com, including his favorite idea today.

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