I ran a screen of P/(FCF+R&amp;D) after applying a 10yr rev growth hurdle. Get some interesting names, incl. many of the semi cos you mention in your recent piece. Also some others have a good yield on this metric, eg both $AMZN $CRM in mid 20s

But, might this be a waste of time? https://t.co/MVhv7YA8Ai