Welcome to Dutta Walker Research
Dutta Walker Research is a weekly newsletter for investors who want to level up their wealth by receiving actionable insights on world macroeconomic events, global financial markets, stock market investing, private equity & venture capital, cryptocurrency, history (as it relates to investing) and human psychology (also as it relates to investing). More importantly, how they all tie together to affect your portfolio and overall wealth.
What is the name Dutta Walker?
Dr. Preetam Dutta
Mr. David Walker
Why Subscribe?
One can certainly make a sound argument that the internet was an information superhighway for about 20 years. However, as we all now know, the internet has more DISinformation than information. One must now weed through the “noise” to get true and actionable information. It is extremely challenging for all investors, big and small, to attain facts, conduct meaningful analysis and make sound investment decisions. Here, at Dutta Walker Research, we decipher competing information to get the true facts, then conduct our own analysis of those facts to develop our own conclusions. We use these conclusions to make informed investment decisions in our own portfolios. We eat our own cooking.
What You’ll Get
We created Dutta Walker Research as a way to share ideas that we found useful and informative. We found that if we wrote down our investment theses, researched and refined them, then sent them to friends who had expertise in certain areas, we made more optimal investment decisions. We were often approached by friends for advice and this eventually led to creating this research newsletter. In it, we will weed through the noise, both on macro and micro levels, to offer sound information and ideas.
As a subscriber here’s what you can expect to get:
We share a weekly message for those who know that building real wealth takes time and patience as well as discipline and the understanding of two very basic rules (check out the two rules here) and Dave’s full Investment Rules here. Dave shares his insights as he continues his search for the most valuable thing in the financial world – wisdom.
We’re using this publishing platform because it lets us focus almost entirely on researching, analysis and writing. That’s why you don’t find any offers for other services in these letters. We are not selling your information. You are not the product. All we have to offer you is ourselves...our research...our analysis...our conclusions.
Free Subscription?
We’ll continue to write weekly. Our missives are free and free for you to share with friends, family, fans and foes. (Please do.)
What you won't get is a lot of hype or mixed messages. You will get informed insights and direct conclusions which you are free to act upon, disregard, or continue to research on your own.
Who we are:
Dr. Preetam Dutta
Dr. Dutta has 13 years of experience in investing and risk modeling. He was previously a Senior Analyst at Growthline Capital where he worked with Mr. Walker. Prior to that, he spent six years as a Quantitative Researcher at Quadeye Securities.
Prior to his time at Quadeye, Preetam was a Trading and Research Analyst at Flintlock Capital Asset Management where he also worked alongside Mr. Walker. Preetam is a blockchain and digital assets expert.
Dr. Dutta holds a BS in Mathematics & Economics from Yale College and a PhD in Computer Science (Machine Learning & Cyber Security) from Columbia University. Dr. Dutta is the author of more than a dozen publications and holds multiple patents. <Click here> to read his dissertation on “Machine Learning Based User Modeling for Enterprise Security and Privacy Risk Mitigation.”
David Walker
Dave has been investing for over 37 years. He worked at a variety of hedge funds in New York City, where he learned the nuances of investing while observing everything from a safe distance. Dave has also conducted a substantial amount of private research for his own public equity, private equity and cryptocurrency portfolios.
Mr. Walker has over 21 years of experience working at multi-billion dollar hedge funds and has been an investor for over 37 years having bought his first stocks while a cadet at West Point. He has gone through the pains of three bear market cycles, has learned many lessons and has the scars to show it. He has also watched “Rock Star” portfolio managers underperform the market while his personal account has consistently outperformed. Additionally, he struggled and learned by doing...so you don’t have to. Having made mistakes and experimented, sometimes by trial and error, he now has a firm grasp on what works and what doesn’t. To learn more about Dave, click here to read his bio.
Dave and Preetam have been co-investing since 2013 & have co-managed a hedge fund portfolio since 2019.
Who do we provide research for?
We provide research for a wide range of investors. Mainly hedge funds, pension funds, institutional investors, family offices and private investors.
Do you currently manage outside capital?
Yes, Dr. Dutta and Mr. Walker are the co-founders of Jedburgh Advisors, a hedge fund with offices in Florida and NYC.
