http://www.visionandexecution.com/paper_strategic_portfolio.html
On strategic thinking and producing Insights (brilliant):
http://strategicthinkingcoach.com/2013/01/28/strategic-thinking-defined/
http://strategicthinkingcoach.com/2013/04/04/how-strategists-produce-strategic-insights/
http://strategicthinkingcoach.com/2013/09/14/insights-are-design-elements-in-the-design-of-strategy/
Some other shit on Insights (this idiot thinks it's about customers)
http://www.pbinsight.com/files/resource-library/resource-files/ventana-optimize-customer-relationships.pdf