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Nice list, I'll test drive some of the new (to me) names.

However, you left off a site that I consider a goldmine. Its Paul Johnson's (a Gorilla Author) www.capatcolumbia.com. This is a site he and another IB from CSFB use to supplement their teaching duties over at Columbia Univ. The letter(36 pages) to Buffet comparing Cisco and Coke is a classic. It was dated 2/97 and since then Cisco is up 800-1000%.

Paul's site partner Michael ? has a great series of PDFs on the Foundations of Strategy and Foundations of Finance.

WARNING: this site is not updated regularly and the reading is very deep.
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