The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino discusses topics from across the investing world.

In today's edition, Isaac takes a cue from Fool colleague Dan Dzombak, who recently described a time-tested tool for uncovering companies with above average cash flows. Sometimes a simple metric like return on equity or return on assets can be misconstrued due to legal accounting manipulations, but evaluating a company based on cash generated from invested capital helps minimize any management-driven manipulations. Isaac applies this method to the Dow companies to identify the cheapest components and finds Intel near the top. Intel leads the pack when it comes to microprocessors, capturing over 80% of the market share according to Morningstar research. However, competitor ARM Holdings poses a significant threat as consumers flock towards mobile devices, 95% of which are powered by ARM Holdings' chips. Investors have witnessed challengers to Intel in the past, including AMD, but Intel seems to keep them at bay with its incredibly wide economic moat.

While Intel soared in the 1990s, the truth is that the real winners of the next decade will be the upstart companies driving an even larger revolution in technology. To better prepare investors for this new revolution, The Motley Fool has just released a free report on mobile named "The Next Trillion-Dollar Revolution" that details a hidden component play inside mobile phones that also is a leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.