I try to look at what is overplayed and underplayed among factors and industries, and adjust my weightings accordingly. I look for companies that add to economic value relative to price. I look for companies that may benefit from an industry turnaround or a corporate turnaround.

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Those leftovers needn't go to waste, even smaller portions. A few leftover meatballs may not make a complete meal for a family of four, but they're a necessary ingredient for my Shortcut Bolognese Sauce. The sauce comes together quickly in about the same time it takes for the water to boil and pasta to cook.lmh 11.6

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