khariharan

Accidental entrepreneur. Husband, father, oenophile. Volunteer soccer coach. Love to travel & hike. Labradoodle dog lover.

[khariharan @khariharan]

@HariBalakrish20 Came across this wonderful video snippet of Feynman. Made me think of your dad’s lectures.

https://t.co/rNySW4EFDB

[khariharan @khariharan]

@HariBalakrish20 My favorite class memory from IIT days, love that his teaching is now timeless thanks to this recording and series

[khariharan @khariharan]

@JonOksenholt @Thomastnt33 Well said

[khariharan @khariharan]

@QCompounding This is a memo from July 2025. Why do you share it as his “latest memo”. So misleading, market is 30% higher since memo

[khariharan @khariharan]

@jukan05 Which GS report is this in?

[khariharan @khariharan]

@SahilBloom Follow your passion

[khariharan @khariharan]

@aakashgupta This is a deceptive post, written in first person but really a repost of someone else’s (made-up) repost

[khariharan @khariharan]

@BillAckman @X So sorry to read about your daughters condition. Prayers & thoughts for her and your family. Huge respect for your professionalism amidst all this personal turmoil

[khariharan @khariharan]

@ericjackson One could argue that the addressable market for Oura/ Whoop (wearable health) substantially larger than that for Peloton (at-home/ commercial fitness equipment). And hence a higher revenue multiple expectation for them.

[khariharan @khariharan]

@SpencerGuard The essay doesn't talk about probability-weighted risk arising from exercising any of these options. Attack on energy infrastructure will invite response on regional energy and desalination infrastructure, forcing unacceptable losses on "the bankers of much of the US economy"...

[khariharan @khariharan]

@JonOksenholt Solid points, all three.

Question: how would FNMA/ FMCC exit out of conservatorship impact US mortgage rates, other things being equal? Positive/ negative or net neutral and why? Put another, what is US tax payer benefit from these institutions emerging out of conservatorship?

[khariharan @khariharan]

@JonOksenholt @CompoundRich @BillAckman Could you clarify what you mean by this "would risk full $7–8T consolidation & ratings risks."?

[khariharan @khariharan]

@paulg @dbasch I wonder whether reading a lot = reading “books” a lot. And whether ideas live in short-form essays and articles equally

[khariharan @khariharan]

@PranavSriram1 @paulg Smarty :)

[khariharan @khariharan]

@PaloAltoPolice Thank you @PaloAltoPolice for all that you do

[khariharan @khariharan]

@British_Airways why do you ask for Covid screening for online check-in BA?? Don't you know the UK Covid screening requirements have been long lifted?!

[khariharan @khariharan]

@gunsnrosesgirl3 1

[khariharan @khariharan]

@JohanSalomon Bishop to C5; then pawn to C8 Queen conversion and mate regardless of black move before

[khariharan @khariharan]

@JohanSalomon Queen to G5