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, including his favorite idea today.

Andy Cross has no positions in the stocks mentioned above. Jim Mueller owns shares of Freeport-McMoRan Copper & Gold. The Motley Fool owns shares of CF Industries Holdings, Freeport-McMoRan Copper & Gold, and GameStop. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.