Shares of Lululemon Athletica fall more than 20% after a bad 4th-quarter report and weak guidance. Simon Erickson analyzes the damage and shares why he\u2019s optimistic about the company\u2019s future. Plus we discuss Toyota\u2019s recall of nearly 3 million vehicles and give a sneak preview of Simon\u2019s free investing report from SXSW.