Jason Hall

On one hand, it's important to remember, this is a 90-ish day snapshot of businesses that we often intend to own for decades.

While we should always keep that perspective, it doesn't mean we can't be excited or look forward to hearing from our favorite companies.

John, I want you to get us started here.

What's a company that's set to report that you are most looking forward to hear from, and why?

I don't follow Lyft as closely as I do Uber, but when Dara made the decision to get rid of the self-driving initiative internally and focus on building the platform, that was a big signal to me that management was focused on the right place.

I think Lyft's doing the same thing.

The value of those platforms is going to be really, really important, just like Matt was saying.

Okay, Matt, you're up next here.

I've said this to Motley Fool members before on the member livestream, but I'll say it here for folks that just listen to the podcast.

As much as I didn't love the way it went down with the prior CEO, who I thought was doing an OK job, getting replaced by the chairman of the board basically overnight,

I can't help but think, having somebody that comes from a price-taker, commodity, cyclical business of personal computers at HP, maybe that makes sense as the person that's overseeing that Braintree business.

It's a price-taker business, and it's so important to be efficient with unit economics.

I've come around that maybe this is the right CEO.

I own a little bit, and I'm giving them time to prove out the strategy that they're bringing as well.

Guys, I'm going to play here, too.

I've got a stock that I'm really following closely.

This is a relatively new addition in my portfolio, but a company I have a lot of high hopes for, and that's Toast, ticker T-O-S-T.

Reports in early May.

There's a couple of reasons I'm looking forward to hearing its results, and also really hearing from management.

To start, guys, we know about SaaSpocalypse, right?