Motley Fool Chief Rule Breaker and Co-Founder David Gardner believes that innovative companies such as Sony (NYSE: SNE) are making sure that content remains king ... as long as it's portable. Whether they're watching a pro baseball game on the Sony PlayStation 3, checking out a Hollywood movie via the new Netflix (Nasdaq: NFLX) application on the iPad from Apple (Nasdaq: AAPL), or enjoying a book on the Kindle from (Nasdaq: AMZN), people everywhere are participating in a "go anywhere" content revolution that has captured smart investors' attention.

In this Fool TV video, David reveals the winners and likely losers in a world where your home entertainment center follows you anywhere you want to go. For analysis on this emerging industry and these four big players in it, watch the video here:

David Gardner owns shares of, Netflix, and Apple, which are all Motley Fool Stock Advisor recommendations. The Fool has a disclosure policy.