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Top decks · This week

Highest-scoring memos Arthur read this week.

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This weekLast weekJul 20Jul 13Jul 6Jun 29
  1. 1
    Duus SqueezeShow repeat velocity
    “1.9-month CAC payback and $0.50 COGS per gel is a real unit economics story — now show me the subscriber retention curve.”
    6.8
    score
  2. 2
    orijin PLUSShow ARR
    “1,040 brands across 38 countries on a free tier is a real head start - but the monetization leap to 2027 mandates is still a bet, not a fact.”
    6.8
    score
  3. 3
    MessyConcept, not company
    “Best ranch brand deck I've seen in years - zero product, zero velocity, zero repeat data. That's the whole problem.”
    6.2
    score