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Porter wrote "Competitive Strategy" in 1980.  It's been reprinted about 60 times since.  It is a bedrock for strategic analysis and entirely relevant for spec.


Also, Burglr mentioned Benoit Mandelbrot.  This is a book on why book learning doesn't work as expected.  It will explain why you have to unlearn at least half of what you thought you learned from all the reading you plan on doing.  I can recommend it highly once you have the basics nailed.


You seem to be trying to cover a lot of ground.  Hopefully you have the bandwidth.  Having a plan to work from and adjust from is a great idea.  As you update your knowledge with experience and further learning, you'll move to becoming (more of) an expert.  After you have nailed the basics and then Mandelbrot (to start with then, maybe, Nicholas Taleb after that) and you want to progress more deeply into the process of expertise development, then I can also suggest getting whatever you can from K Anders Ericsson.  If you need a book to be named then try the "Cambridge Handbook for Expertise and Expertise Development (2006)".  Ericsson was one of the editors.


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