Diversify. You could analyze the financials of the companies you're looking at, and gauge their product fit and overall market. But you won't have the visibil

Diversify. You could analyze the financials of the companies you're looking at, and gauge their product fit and overall market. But you won't have the visibility as a casual investor to get the kind of information you need to make a genuinely informed decision on a company. Since you're betting on ponies to some degree, it's wise not to go for broke on just one.