Tesla and Paramount Regain Favor as Conservative Values ETF Adjusts Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 17 2025
0mins
Should l Buy PSKY?
Source: Benzinga
ACVF Portfolio Changes: The American Conservative Values ETF (ACVF) has added Tesla and Paramount Skydance to its portfolio after a boycott and a risk management review, reflecting a shift in their investment strategy as Tesla's shares recover and Paramount undergoes leadership changes.
Impact of Political Engagement: ACVF's co-founder William Flaig noted that the fund's previous decision to avoid Tesla was influenced by Elon Musk's political activism, which they believed posed financial risks, highlighting the complexities of values-based investing.
Investment Philosophy: ACVF aims to align investments with conservative values by screening out companies involved in ideological activism, addressing issues like media bias and corporate political advocacy, and catering to investors who prioritize their beliefs in their investment choices.
Flexibility in Values-Based Investing: The re-addition of Tesla and Paramount illustrates that ACVF's investment criteria are adaptable, showing that values-based investors are willing to reassess their positions based on corporate actions and evolving perceptions.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy PSKY?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on PSKY
Wall Street analysts forecast PSKY stock price to rise
15 Analyst Rating
1 Buy
7 Hold
7 Sell
Moderate Sell
Current: 11.090
Low
8.00
Averages
14.08
High
19.00
Current: 11.090
Low
8.00
Averages
14.08
High
19.00
About PSKY
Paramount Skydance Corp is a global media and entertainment company. The Company operates through three segments, including Studios, Direct-to-Consumer, and TV Media. Its TV Media segment includes domestic and international broadcast networks and owned television stations, domestic cable networks and international extensions of certain of its domestic cable network brands, and domestic and international television studio operations. The TV Media includes CBS television network, through which it distributes entertainment, news and public affairs, and sports programming. TV Media also includes a number of digital properties such as CBS News 24/7 and CBS Sports. Its Direct-to-Consumer segment consists of its portfolio of domestic and international pay and free streaming services, including Paramount+, Pluto TV and BET+. Its other portfolio includes Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount+, Skydance's Animation, Film, Television, Interactive/Games, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Media Companies Optimistic About Ad Sales Amid Industry Changes
- Ad Spending Recovery: Media companies report no significant pullbacks in ad spending during discussions with advertisers, indicating a strong recovery in market confidence despite previous economic uncertainties, which suggests a gradual return to pre-COVID levels of activity.
- Focus on Live Content: With fewer major sporting events, media firms are emphasizing live content, particularly NFL games, which are expected to draw larger audiences and boost ad revenues, reflecting a strategic shift towards high-value programming.
- Mergers and Consolidation: Warner Bros. Discovery's ongoing merger with Paramount, expected to close in Q3, aims to enhance content library depth and market competitiveness, which could drive advertising sales growth in a consolidating industry.
- AI Empowerment: Media companies are leveraging artificial intelligence to improve data analytics capabilities, enabling advertisers to better understand viewer behavior and optimize ad strategies, highlighting the growing importance and potential of technology in the advertising sector.
See More
Media Giants Pitch Advertisers with Focus on Sports and AI Integration
- Optimistic Ad Market: Despite ongoing global economic uncertainties, advertising executives report no significant pullback in overall ad spending, with a continued demand for sports and live content, indicating strong market confidence for the future.
- Attraction of Sports Content: Companies like NBC, Disney, and Warner Bros. are set to highlight their sports programming, particularly major events like the NFL, which are expected to draw larger audiences and boost ad revenues, reflecting the significance of sports content in advertising strategies.
- AI Technology Utilization: Media companies are leveraging artificial intelligence to enhance the ad buying experience by enabling faster data collection and analysis, helping advertisers more effectively assess ad performance and maintain competitiveness in an uncertain market environment.
- Industry Consolidation Trend: The ongoing merger talks between Warner Bros. and Paramount are indicative of accelerated industry consolidation, with content investment becoming a key driver that is expected to reshape the advertising market landscape and enhance overall content quality.
See More
Israeli PM Netanyahu Declares War with Iran Not Over
- Nuclear Material Issue: Israeli Prime Minister Netanyahu stated in an interview that Iran still possesses nuclear materials and enriched uranium that need to be removed, indicating the complexity and persistence of the conflict, which may draw greater international scrutiny towards Israel's military actions.
- Clear Military Objectives: Netanyahu emphasized that Iran's enrichment sites and supported proxies must be dismantled, which not only affects regional security but could also trigger broader military conflicts, increasing uncertainty in global energy markets.
- Stalemate in US-Iran Negotiations: Despite ongoing peace talks mediated by Pakistan, Netanyahu's remarks highlight the complexities and uncertainties of negotiations, potentially escalating concerns within the international community regarding future developments.
- Energy Price Volatility: The closure of the Strait of Hormuz by Iran has led to soaring global energy costs and sharply rising gas prices in the U.S., which will have profound implications for the global economy, particularly in energy-dependent nations.
See More
Netflix Shifts to Ad-Supported Model, Unlocking New Revenue Streams
- User Value Reevaluation: Netflix's shift to an ad-supported model reveals that viewer engagement significantly enhances user value, with data indicating that ad-supported subscribers can generate approximately $12.89 in revenue after 10 hours of viewing, showcasing the potential of this model.
- Advertising Revenue Growth: Netflix anticipates its advertising revenue will reach $3 billion in 2026, doubling year-over-year, indicating that the rapid expansion of its advertising business will significantly boost overall revenue.
- New User Growth Trend: According to Antenna's report, 71% of new subscriber growth over the past two years has come from ad-supported tiers, reflecting a growing consumer acceptance of lower-priced ad-supported models, which could reshape the market landscape.
- Competitive Market Advantage: With over 325 million global subscribers and 95 billion hours of content watched, Netflix has a substantial opportunity for advertising revenue, and the CEO emphasizes that closing the gap between ad and ad-free subscribers is crucial for future revenue growth.
See More
Labour Party Faces Heavy Losses in Local Elections
- Election Setbacks: The Labour Party is experiencing significant losses in local elections, losing key seats and facing pressure from right-wing parties like Reform UK, indicating a decline in voter confidence that could lead to leadership challenges.
- Rising Borrowing Costs: U.K. borrowing costs have reached their highest level since 1998 ahead of the elections, intensifying market pressures on political challenges and potentially impacting future economic policies and investment confidence.
- Calls for Leadership Change: There are growing calls within the Labour Party for a leadership change, with former Shadow Chancellor John McDonnell stating that leadership transition must be on the agenda, reflecting internal dissatisfaction and concerns about the party's future direction.
- International Tensions: The U.S. and Iran have exchanged fire in the Strait of Hormuz, with both sides blaming each other, which could complicate the upcoming meeting between Trump and Xi, further exacerbating global market uncertainties.
See More
NFL Advertising Presentations Set to Begin Next Week
- Advertising Presentation Schedule: Next week, the media world will converge in New York, with NBCUniversal, Fox, Amazon, Disney, and others showcasing their NFL programming, which is expected to solidify trends observed last year, particularly with NFL Commissioner Roger Goodell's attendance at both YouTube and Netflix events.
- Value of NFL Programming: NBCU will highlight the value of 'Sunday Night Football,' the most-watched show on U.S. television for the past 15 years, while Fox will showcase its NFL programming's highest ratings since 2015, averaging 19.63 million viewers last year.
- ESPN's Digital Subscription Success: Disney reported that revenue from ESPN's digital subscription service has more than offset losses from traditional cable cancellations, although the sports segment's operating income is expected to decline by 14% year-over-year due to rising programming fees, potentially leading to a price increase for ESPN Unlimited.
- NFL and Streaming Partnerships: Netflix and YouTube will leverage the NFL to demonstrate their growing influence in sports and live programming, with plans to acquire four games from the NFL Network and possibly add an additional game, while Netflix aims to renew its Christmas game deal with the NFL.
See More
Media Companies Optimistic About Ad Sales Amid Industry Changes
- Ad Spending Recovery: Media companies report no significant pullbacks in ad spending during discussions with advertisers, indicating a strong recovery in market confidence despite previous economic uncertainties, which suggests a gradual return to pre-COVID levels of activity.
- Focus on Live Content: With fewer major sporting events, media firms are emphasizing live content, particularly NFL games, which are expected to draw larger audiences and boost ad revenues, reflecting a strategic shift towards high-value programming.
- Mergers and Consolidation: Warner Bros. Discovery's ongoing merger with Paramount, expected to close in Q3, aims to enhance content library depth and market competitiveness, which could drive advertising sales growth in a consolidating industry.
- AI Empowerment: Media companies are leveraging artificial intelligence to improve data analytics capabilities, enabling advertisers to better understand viewer behavior and optimize ad strategies, highlighting the growing importance and potential of technology in the advertising sector.
See More
Media Giants Pitch Advertisers with Focus on Sports and AI Integration
- Optimistic Ad Market: Despite ongoing global economic uncertainties, advertising executives report no significant pullback in overall ad spending, with a continued demand for sports and live content, indicating strong market confidence for the future.
- Attraction of Sports Content: Companies like NBC, Disney, and Warner Bros. are set to highlight their sports programming, particularly major events like the NFL, which are expected to draw larger audiences and boost ad revenues, reflecting the significance of sports content in advertising strategies.
- AI Technology Utilization: Media companies are leveraging artificial intelligence to enhance the ad buying experience by enabling faster data collection and analysis, helping advertisers more effectively assess ad performance and maintain competitiveness in an uncertain market environment.
- Industry Consolidation Trend: The ongoing merger talks between Warner Bros. and Paramount are indicative of accelerated industry consolidation, with content investment becoming a key driver that is expected to reshape the advertising market landscape and enhance overall content quality.
See More
Israeli PM Netanyahu Declares War with Iran Not Over
- Nuclear Material Issue: Israeli Prime Minister Netanyahu stated in an interview that Iran still possesses nuclear materials and enriched uranium that need to be removed, indicating the complexity and persistence of the conflict, which may draw greater international scrutiny towards Israel's military actions.
- Clear Military Objectives: Netanyahu emphasized that Iran's enrichment sites and supported proxies must be dismantled, which not only affects regional security but could also trigger broader military conflicts, increasing uncertainty in global energy markets.
- Stalemate in US-Iran Negotiations: Despite ongoing peace talks mediated by Pakistan, Netanyahu's remarks highlight the complexities and uncertainties of negotiations, potentially escalating concerns within the international community regarding future developments.
- Energy Price Volatility: The closure of the Strait of Hormuz by Iran has led to soaring global energy costs and sharply rising gas prices in the U.S., which will have profound implications for the global economy, particularly in energy-dependent nations.
See More
Netflix Shifts to Ad-Supported Model, Unlocking New Revenue Streams
- User Value Reevaluation: Netflix's shift to an ad-supported model reveals that viewer engagement significantly enhances user value, with data indicating that ad-supported subscribers can generate approximately $12.89 in revenue after 10 hours of viewing, showcasing the potential of this model.
- Advertising Revenue Growth: Netflix anticipates its advertising revenue will reach $3 billion in 2026, doubling year-over-year, indicating that the rapid expansion of its advertising business will significantly boost overall revenue.
- New User Growth Trend: According to Antenna's report, 71% of new subscriber growth over the past two years has come from ad-supported tiers, reflecting a growing consumer acceptance of lower-priced ad-supported models, which could reshape the market landscape.
- Competitive Market Advantage: With over 325 million global subscribers and 95 billion hours of content watched, Netflix has a substantial opportunity for advertising revenue, and the CEO emphasizes that closing the gap between ad and ad-free subscribers is crucial for future revenue growth.
See More
Labour Party Faces Heavy Losses in Local Elections
- Election Setbacks: The Labour Party is experiencing significant losses in local elections, losing key seats and facing pressure from right-wing parties like Reform UK, indicating a decline in voter confidence that could lead to leadership challenges.
- Rising Borrowing Costs: U.K. borrowing costs have reached their highest level since 1998 ahead of the elections, intensifying market pressures on political challenges and potentially impacting future economic policies and investment confidence.
- Calls for Leadership Change: There are growing calls within the Labour Party for a leadership change, with former Shadow Chancellor John McDonnell stating that leadership transition must be on the agenda, reflecting internal dissatisfaction and concerns about the party's future direction.
- International Tensions: The U.S. and Iran have exchanged fire in the Strait of Hormuz, with both sides blaming each other, which could complicate the upcoming meeting between Trump and Xi, further exacerbating global market uncertainties.
See More
NFL Advertising Presentations Set to Begin Next Week
- Advertising Presentation Schedule: Next week, the media world will converge in New York, with NBCUniversal, Fox, Amazon, Disney, and others showcasing their NFL programming, which is expected to solidify trends observed last year, particularly with NFL Commissioner Roger Goodell's attendance at both YouTube and Netflix events.
- Value of NFL Programming: NBCU will highlight the value of 'Sunday Night Football,' the most-watched show on U.S. television for the past 15 years, while Fox will showcase its NFL programming's highest ratings since 2015, averaging 19.63 million viewers last year.
- ESPN's Digital Subscription Success: Disney reported that revenue from ESPN's digital subscription service has more than offset losses from traditional cable cancellations, although the sports segment's operating income is expected to decline by 14% year-over-year due to rising programming fees, potentially leading to a price increase for ESPN Unlimited.
- NFL and Streaming Partnerships: Netflix and YouTube will leverage the NFL to demonstrate their growing influence in sports and live programming, with plans to acquire four games from the NFL Network and possibly add an additional game, while Netflix aims to renew its Christmas game deal with the NFL.
See More
