greenlight capital. Corsair capital. marketfolly.com
The High-Tech Strategist by Fred Hickey is another great resource. The cost is $140 per year for monthly newletters but it is worth every penny IMO. The letter focuses on the tech sector but also provides excellent macro commentary. The guy has been dead-on for the past decade.
I’m glad that this thread keeps coming back. Good stuff everyone - very helpful. I’ll probably bump it after the exams are over, because many people might have more to offer when they’re not in super-cram-model.
(Accidental Double Post)