Over the past month few months I have acquired shares in Meta(META) and FRP Advisory Group(FRP.L) as well as small positions in Hermes(RMSP) and one of my all time favourite companies(held it for 10yrs prior to COVID), TK Maxx(TJX). Meta, Hermes and TJX would likely be long term holdings while buying on weakness in the meantime. FRP is another UK based legal firm similar to Begbies. It has lagged the market and the competitions(i.e BEG) in its price action, however it has somewhat recovered recently. I suspect FRP would be a more of a opportunistic holding which would be sold once the price reaches fair value(20-30% more at the very least).

Back from a few weeks away from the markets so expect more frequent updates.