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Thompson Davis & Co›

Library

Thompson Davis & Co

: Operating
: Richmond, VA, US
Assets Under Management: $211.3M

Library

thompsondavis.comCrawled Oct 29, 2026

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Product

4 pages

Calculators/calculators
Institutional Research/institutional-research
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Who We Serve/who-we-serve

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4 pages

Insights/insights
The AI Arms Race: How Hyperscalers are Bridging the Compute Gap with Neo-Clouds/insights/ai-arms-race-hyperscalers-bridging-compute-gap-neo-clouds
While massive data centers are under construction, a new ecosystem of specialized providers is working to meet the current insatiable demand for artificial intelligence (AI) “compute”—the physical hardware and computational resources needed to run AI systems, process data, and perform calculations.
The Billion-Dollar Encore: Decoding Brad Jacobs’s Playbook for Serial Success/insights/the-billion-dollar-encore--decoding
Brad Jacobs proves that extraordinary value creation isn’t luck — it’s a repeatable system. Across multiple industries, he has generated tens of billions in shareholder value by mastering disciplined capital allocation, operational execution, and strategic consolidation.
The Coffee Chain That Died on Wall Street—and Kept Selling Coffee/insights/the-coffee-chain-that-died-on-wall-streetand-kept-selling-coffee
The page examines Luckin Coffee’s rapid growth, fraudulent sales claims, Nasdaq delisting, bankruptcy, and eventual return to profitability as a case study in separating a company’s operations from its management and stock performance.

Team

6 pages

J Elaine Altizer/team/j-elaine-altizer
Matt Daniel/team/matt-daniel
Nikki Hoy/team/nikki-hoy
Peggy Myers Walz/team/peggy-myers-walz

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Independent asset management firm and equity research boutique guiding individuals, families and institutions through ever-changing market environments. Research | Relationships | Results.

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