discussion topics....though no ones in the mood i guess......

discussion topics....though no ones in the mood i guess...
corporate plays.... any that come to mind?... any recent ones, and there scenarios....
a case in point at the moment...NAE, and the move, it would seem, by KAI and others, to remove the MD (it would seem)...
many of these things play out as we expect, yet there is no clear path of evidence to confirm the play...
a recent play.....WFE, and its change of management, and direction....
if you can pick these early, there are gains to be had, but what are the clues, given the players keep their cards held tightly?? do you go on the existing evidence, though circumstantial, or, go with your gut instinct?...(of which, i have a few in mind !)