On 12/31/2009, he had 43 million dollars invested in SNV, through his hedge fund, Second Curve Capital. His report from yesterday indicated that he has increased his position by 165%.
That is a lot of money invested in SNV. He is one of the best analysts and he was on Bloomberg today talking to Betty Liu on how he disliked the bank reform proposal. He comes across as very knowledgable in the banking arena. He also runs BankStocks.com website. Synovus and Taylor are his best ideas.